OneDigital Investment Advisors LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 3.5% in the third quarter, Holdings Channel reports. The institutional investor owned 140,471 shares of the company’s stock after acquiring an additional 4,742 shares during the period. OneDigital Investment Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $8,359,000 as of its most recent SEC filing.
Several other large investors have also added to or reduced their stakes in JEPI. Diversified Portfolios Inc. lifted its stake in JPMorgan Equity Premium Income ETF by 9.8% during the 3rd quarter. Diversified Portfolios Inc. now owns 13,470 shares of the company’s stock valued at $802,000 after acquiring an additional 1,200 shares in the last quarter. Snider Financial Group grew its position in JPMorgan Equity Premium Income ETF by 1.4% in the 3rd quarter. Snider Financial Group now owns 66,980 shares of the company’s stock worth $3,986,000 after purchasing an additional 941 shares in the last quarter. Curi RMB Capital LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 19.8% during the 3rd quarter. Curi RMB Capital LLC now owns 11,381 shares of the company’s stock worth $677,000 after buying an additional 1,884 shares in the last quarter. Bell Bank boosted its stake in shares of JPMorgan Equity Premium Income ETF by 5.4% in the 3rd quarter. Bell Bank now owns 5,042 shares of the company’s stock worth $300,000 after buying an additional 258 shares during the last quarter. Finally, Oppenheimer & Co. Inc. grew its holdings in shares of JPMorgan Equity Premium Income ETF by 18.3% in the third quarter. Oppenheimer & Co. Inc. now owns 154,498 shares of the company’s stock valued at $9,194,000 after acquiring an additional 23,952 shares in the last quarter.
JPMorgan Equity Premium Income ETF Trading Down 0.4 %
Shares of JEPI opened at $59.78 on Friday. The stock has a 50 day moving average of $59.20 and a 200 day moving average of $57.66. JPMorgan Equity Premium Income ETF has a 12 month low of $54.13 and a 12 month high of $60.20. The company has a market capitalization of $35.08 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53.
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.
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