Diversify Wealth Management LLC Increases Stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Diversify Wealth Management LLC boosted its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 79.1% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 26,526 shares of the company’s stock after purchasing an additional 11,712 shares during the quarter. Diversify Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $1,579,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Salomon & Ludwin LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF during the 3rd quarter valued at about $25,000. HHM Wealth Advisors LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF during the 2nd quarter valued at about $28,000. Larson Financial Group LLC boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 129.8% during the 1st quarter. Larson Financial Group LLC now owns 556 shares of the company’s stock valued at $32,000 after acquiring an additional 314 shares during the last quarter. Beaird Harris Wealth Management LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF during the 1st quarter valued at about $38,000. Finally, Whittier Trust Co. of Nevada Inc. boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 105.2% during the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 716 shares of the company’s stock valued at $41,000 after acquiring an additional 367 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 0.2 %

JEPI opened at $59.14 on Thursday. The company has a market cap of $34.71 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. The company’s 50 day moving average is $58.96 and its 200 day moving average is $57.41. JPMorgan Equity Premium Income ETF has a 12-month low of $52.13 and a 12-month high of $59.97.

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.