JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Stock Holdings Lifted by PDS Planning Inc

PDS Planning Inc raised its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 1.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 27,150 shares of the company’s stock after buying an additional 330 shares during the period. PDS Planning Inc’s holdings in JPMorgan Equity Premium Income ETF were worth $1,562,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of JEPI. Raymond James Financial Inc. bought a new position in shares of JPMorgan Equity Premium Income ETF in the fourth quarter valued at $322,301,000. JPMorgan Chase & Co. grew its position in JPMorgan Equity Premium Income ETF by 18.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 22,389,179 shares of the company’s stock worth $1,332,380,000 after purchasing an additional 3,536,406 shares in the last quarter. Strategic Financial Concepts LLC grew its position in JPMorgan Equity Premium Income ETF by 4,498.2% during the 4th quarter. Strategic Financial Concepts LLC now owns 1,301,762 shares of the company’s stock worth $74,890,000 after purchasing an additional 1,273,452 shares in the last quarter. Eaton Financial Holdings Company LLC purchased a new position in JPMorgan Equity Premium Income ETF during the 3rd quarter worth approximately $51,202,000. Finally, World Investment Advisors LLC grew its position in JPMorgan Equity Premium Income ETF by 748.5% during the 3rd quarter. World Investment Advisors LLC now owns 806,099 shares of the company’s stock worth $47,971,000 after purchasing an additional 711,094 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

NYSEARCA JEPI opened at $57.46 on Tuesday. JPMorgan Equity Premium Income ETF has a twelve month low of $54.77 and a twelve month high of $60.88. The stock has a market cap of $39.28 billion, a price-to-earnings ratio of 24.79 and a beta of 0.61. The firm’s 50 day moving average price is $58.50 and its two-hundred day moving average price is $58.93.

JPMorgan Equity Premium Income ETF 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.