JPMorgan Equity Premium Income ETF $JEPI is Retirement Planning Group LLC NY’s 2nd Largest Position

Retirement Planning Group LLC NY raised its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 14.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 197,083 shares of the company’s stock after purchasing an additional 24,618 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for 8.4% of Retirement Planning Group LLC NY’s investment portfolio, making the stock its 2nd biggest holding. Retirement Planning Group LLC NY’s holdings in JPMorgan Equity Premium Income ETF were worth $11,253,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Mattern Wealth Management LLC grew its position in JPMorgan Equity Premium Income ETF by 1.8% in the 2nd quarter. Mattern Wealth Management LLC now owns 10,082 shares of the company’s stock valued at $573,000 after buying an additional 178 shares during the last quarter. BOS Asset Management LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 3.5% in the 3rd quarter. BOS Asset Management LLC now owns 5,213 shares of the company’s stock worth $298,000 after acquiring an additional 178 shares during the period. Highline Wealth Partners LLC increased its stake in shares of JPMorgan Equity Premium Income ETF by 13.5% during the second quarter. Highline Wealth Partners LLC now owns 1,518 shares of the company’s stock worth $86,000 after acquiring an additional 180 shares during the period. First Horizon Advisors Inc. increased its stake in shares of JPMorgan Equity Premium Income ETF by 9.0% during the second quarter. First Horizon Advisors Inc. now owns 2,221 shares of the company’s stock worth $126,000 after acquiring an additional 183 shares during the period. Finally, SimpliFi Inc. raised its holdings in JPMorgan Equity Premium Income ETF by 2.6% during the second quarter. SimpliFi Inc. now owns 7,345 shares of the company’s stock worth $418,000 after purchasing an additional 186 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.2%

Shares of JEPI opened at $58.34 on Thursday. The stock’s 50 day moving average is $57.39 and its two-hundred day moving average is $57.02. JPMorgan Equity Premium Income ETF has a twelve month low of $49.94 and a twelve month high of $59.73. The firm has a market capitalization of $42.57 billion, a PE ratio of 23.93 and a beta of 0.60.

About JPMorgan Equity Premium Income ETF

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.