Wagner Wealth Management LLC Grows Stock Position in JPMorgan Equity Premium Income ETF $JEPI

Wagner Wealth Management LLC grew its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 7.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 449,273 shares of the company’s stock after acquiring an additional 31,510 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for 5.5% of Wagner Wealth Management LLC’s portfolio, making the stock its 6th biggest holding. Wagner Wealth Management LLC owned approximately 0.06% of JPMorgan Equity Premium Income ETF worth $25,716,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. FNY Investment Advisers LLC bought a new position in shares of JPMorgan Equity Premium Income ETF during the 4th quarter valued at approximately $28,000. BTG Pactual Asset Management US LLC bought a new position in shares of JPMorgan Equity Premium Income ETF during the 2nd quarter valued at approximately $31,000. Logan Capital Management Inc. bought a new position in shares of JPMorgan Equity Premium Income ETF during the 3rd quarter valued at approximately $33,000. VSM Wealth Advisory LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 84.1% during the 3rd quarter. VSM Wealth Advisory LLC now owns 589 shares of the company’s stock valued at $34,000 after purchasing an additional 269 shares during the last quarter. Finally, BankPlus Trust Department bought a new position in shares of JPMorgan Equity Premium Income ETF during the 4th quarter valued at approximately $34,000.

JPMorgan Equity Premium Income ETF Stock Performance

NYSEARCA JEPI opened at $57.12 on Thursday. The business’s 50 day moving average price is $57.62 and its 200-day moving average price is $57.64. JPMorgan Equity Premium Income ETF has a fifty-two week low of $54.73 and a fifty-two week high of $59.90. The company has a market cap of $45.03 billion, a P/E ratio of 23.93 and a beta of 0.58.

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.