JPMorgan Equity Premium Income ETF $JEPI Shares Acquired by Curran Financial Partners LLC

Curran Financial Partners LLC boosted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 12.5% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 340,270 shares of the company’s stock after buying an additional 37,854 shares during the period. JPMorgan Equity Premium Income ETF accounts for approximately 3.8% of Curran Financial Partners LLC’s holdings, making the stock its 5th largest position. Curran Financial Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $19,429,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Mattern Wealth Management LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 1.8% in the 2nd quarter. Mattern Wealth Management LLC now owns 10,082 shares of the company’s stock worth $573,000 after purchasing an additional 178 shares during the last quarter. Highline Wealth Partners LLC boosted its position in JPMorgan Equity Premium Income ETF by 13.5% in the second quarter. Highline Wealth Partners LLC now owns 1,518 shares of the company’s stock valued at $86,000 after buying an additional 180 shares in the last quarter. First Horizon Advisors Inc. boosted its position in JPMorgan Equity Premium Income ETF by 9.0% in the second quarter. First Horizon Advisors Inc. now owns 2,221 shares of the company’s stock valued at $126,000 after buying an additional 183 shares in the last quarter. SimpliFi Inc. grew its stake in JPMorgan Equity Premium Income ETF by 2.6% during the second quarter. SimpliFi Inc. now owns 7,345 shares of the company’s stock worth $418,000 after buying an additional 186 shares during the last quarter. Finally, Blue Chip Partners LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 1.2% during the second quarter. Blue Chip Partners LLC now owns 16,355 shares of the company’s stock worth $930,000 after buying an additional 192 shares in the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

NYSEARCA JEPI opened at $57.97 on Friday. The stock’s 50 day simple moving average is $57.16 and its 200 day simple moving average is $56.85. JPMorgan Equity Premium Income ETF has a one year low of $49.94 and a one year high of $59.73. The firm has a market cap of $41.49 billion, a PE ratio of 23.93 and a beta of 0.60.

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.