Larson Financial Group LLC Has $12.85 Million Holdings in JPMorgan Equity Premium Income ETF $JEPI

Larson Financial Group LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 7.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 224,486 shares of the company’s stock after buying an additional 15,110 shares during the period. Larson Financial Group LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $12,850,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Crewe Advisors LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 32.9% during the fourth quarter. Crewe Advisors LLC now owns 38,406 shares of the company’s stock worth $2,198,000 after buying an additional 9,514 shares in the last quarter. Clearstead Trust LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 307.8% during the third quarter. Clearstead Trust LLC now owns 79,494 shares of the company’s stock worth $4,539,000 after buying an additional 59,999 shares in the last quarter. Cascade Wealth Advisors Inc increased its holdings in shares of JPMorgan Equity Premium Income ETF by 5.9% during the third quarter. Cascade Wealth Advisors Inc now owns 268,627 shares of the company’s stock worth $15,237,000 after buying an additional 14,899 shares in the last quarter. BG Investment Services Inc. increased its holdings in shares of JPMorgan Equity Premium Income ETF by 49.1% during the third quarter. BG Investment Services Inc. now owns 68,887 shares of the company’s stock worth $3,933,000 after buying an additional 22,670 shares in the last quarter. Finally, Cyndeo Wealth Partners LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 90.4% during the fourth quarter. Cyndeo Wealth Partners LLC now owns 26,937 shares of the company’s stock worth $1,542,000 after buying an additional 12,790 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of NYSEARCA:JEPI opened at $56.13 on Tuesday. The company has a market capitalization of $44.47 billion, a PE ratio of 23.93 and a beta of 0.56. JPMorgan Equity Premium Income ETF has a 52-week low of $55.15 and a 52-week high of $59.90. The company has a fifty day moving average of $56.95 and a 200-day moving average of $57.58.

JPMorgan Equity Premium Income ETF 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.