JPMorgan Equity Premium Income ETF $JEPI Shares Bought by Saxony Capital Management LLC

Saxony Capital Management LLC boosted its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 22.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 86,819 shares of the company’s stock after buying an additional 15,780 shares during the quarter. JPMorgan Equity Premium Income ETF makes up about 3.0% of Saxony Capital Management LLC’s portfolio, making the stock its 6th biggest position. Saxony Capital Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $4,970,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of JEPI. Scott Capital Advisors LLC lifted its position in JPMorgan Equity Premium Income ETF by 124.4% during the 3rd quarter. Scott Capital Advisors LLC now owns 123,643 shares of the company’s stock worth $7,037,000 after buying an additional 68,548 shares in the last quarter. Clearstead Trust LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 307.8% in the 3rd quarter. Clearstead Trust LLC now owns 79,494 shares of the company’s stock valued at $4,539,000 after acquiring an additional 59,999 shares in the last quarter. BG Investment Services Inc. grew its holdings in shares of JPMorgan Equity Premium Income ETF by 49.1% in the 3rd quarter. BG Investment Services Inc. now owns 68,887 shares of the company’s stock valued at $3,933,000 after acquiring an additional 22,670 shares in the last quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors increased its position in shares of JPMorgan Equity Premium Income ETF by 7.6% in the third quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 214,637 shares of the company’s stock valued at $12,256,000 after acquiring an additional 15,186 shares during the last quarter. Finally, Cascade Wealth Advisors Inc increased its position in shares of JPMorgan Equity Premium Income ETF by 5.9% in the third quarter. Cascade Wealth Advisors Inc now owns 268,627 shares of the company’s stock valued at $15,237,000 after acquiring an additional 14,899 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

JEPI opened at $55.65 on Tuesday. The business’s 50-day simple moving average is $58.26 and its 200 day simple moving average is $57.58. JPMorgan Equity Premium Income ETF has a 52-week low of $49.94 and a 52-week high of $59.90. The firm has a market capitalization of $41.01 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.