JPMorgan Equity Premium Income ETF $JEPI Shares Newly Bought by Retirement Planning Group LLC

Retirement Planning Group LLC purchased a new position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 27,498 shares of the company’s stock, valued at approximately $1,546,000.

Other large investors also recently bought and sold shares of the company. TopTier Wealth Management LLC boosted its stake in JPMorgan Equity Premium Income ETF by 1.4% during the third quarter. TopTier Wealth Management LLC now owns 12,665 shares of the company’s stock worth $712,000 after acquiring an additional 175 shares in the last quarter. 3Chopt Investment Partners LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 9.0% during the first quarter. 3Chopt Investment Partners LLC now owns 2,143 shares of the company’s stock valued at $121,000 after purchasing an additional 177 shares during the last quarter. Lineweaver Wealth Advisors LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 1.6% during the third quarter. Lineweaver Wealth Advisors LLC now owns 11,301 shares of the company’s stock valued at $635,000 after purchasing an additional 177 shares during the last quarter. Private Capital Advisors Inc. lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 2.2% during the third quarter. Private Capital Advisors Inc. now owns 9,292 shares of the company’s stock valued at $522,000 after purchasing an additional 200 shares during the last quarter. Finally, Mayflower Financial Advisors LLC boosted its position in shares of JPMorgan Equity Premium Income ETF by 0.7% in the 1st quarter. Mayflower Financial Advisors LLC now owns 30,564 shares of the company’s stock worth $1,732,000 after purchasing an additional 209 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Up 0.5%

Shares of JEPI opened at $57.36 on Wednesday. The stock has a market cap of $46.00 billion, a P/E ratio of 23.93 and a beta of 0.53. The business’s 50 day moving average price is $57.01 and its 200-day moving average price is $56.76. JPMorgan Equity Premium Income ETF has a 52 week low of $55.10 and a 52 week high of $59.90.

JPMorgan Equity Premium Income ETF Company Profile

The JPMorgan Equity Premium Income ETF (JEPI) is an exchange-traded fund that is based on the S&P 500 index. The fund is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income. JEPI was launched on May 20, 2020 and is managed by JPMorgan.