Prospera Financial Services Inc Has $26.05 Million Holdings in JPMorgan Equity Premium Income ETF $JEPI

Prospera Financial Services Inc lessened its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 15.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 455,076 shares of the company’s stock after selling 85,283 shares during the quarter. Prospera Financial Services Inc’s holdings in JPMorgan Equity Premium Income ETF were worth $26,051,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Crewe Advisors LLC increased its holdings in JPMorgan Equity Premium Income ETF by 32.9% in the 4th quarter. Crewe Advisors LLC now owns 38,406 shares of the company’s stock valued at $2,198,000 after buying an additional 9,514 shares during the period. Cascade Wealth Advisors Inc increased its holdings in JPMorgan Equity Premium Income ETF by 5.9% in the 3rd quarter. Cascade Wealth Advisors Inc now owns 268,627 shares of the company’s stock valued at $15,237,000 after buying an additional 14,899 shares during the period. Clearstead Trust LLC increased its holdings in 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 buying an additional 59,999 shares during the period. BG Investment Services Inc. increased its holdings in 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 buying an additional 22,670 shares during the period. Finally, Cyndeo Wealth Partners LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 90.4% in the 4th quarter. Cyndeo Wealth Partners LLC now owns 26,937 shares of the company’s stock worth $1,542,000 after purchasing an additional 12,790 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

JEPI opened at $56.33 on Friday. The firm’s 50-day simple moving average is $56.79 and its 200-day simple moving average is $57.55. JPMorgan Equity Premium Income ETF has a twelve month low of $55.15 and a twelve month high of $59.90. The firm has a market cap of $44.63 billion, a price-to-earnings ratio of 23.93 and a beta of 0.56.

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.