Worth Financial Advisory Group LLC Buys 409 Shares of JPMorgan Equity Premium Income ETF $JEPI

Worth Financial Advisory Group LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 0.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 69,424 shares of the company’s stock after acquiring an additional 409 shares during the period. JPMorgan Equity Premium Income ETF makes up about 2.4% of Worth Financial Advisory Group LLC’s investment portfolio, making the stock its 11th largest holding. Worth Financial Advisory Group LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,947,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in the business. Highline Wealth Partners LLC grew 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 purchasing an additional 180 shares in the last quarter. Solutions 4 Wealth Ltd grew its position in JPMorgan Equity Premium Income ETF by 1.2% in the first quarter. Solutions 4 Wealth Ltd now owns 15,441 shares of the company’s stock valued at $882,000 after purchasing an additional 183 shares in the last quarter. Summit Wealth & Retirement Planning Inc. grew its position in JPMorgan Equity Premium Income ETF by 4.0% in the first quarter. Summit Wealth & Retirement Planning Inc. now owns 4,900 shares of the company’s stock valued at $280,000 after purchasing an additional 190 shares in the last quarter. Ritholtz Wealth Management grew its position in JPMorgan Equity Premium Income ETF by 2.5% in the first quarter. Ritholtz Wealth Management now owns 7,827 shares of the company’s stock valued at $447,000 after purchasing an additional 192 shares in the last quarter. Finally, Caitlin John LLC grew its position in JPMorgan Equity Premium Income ETF by 4.8% in the second quarter. Caitlin John LLC now owns 4,293 shares of the company’s stock valued at $244,000 after purchasing an additional 195 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.5%

JPMorgan Equity Premium Income ETF stock opened at $56.94 on Friday. The company has a market cap of $41.09 billion, a P/E ratio of 23.93 and a beta of 0.62. JPMorgan Equity Premium Income ETF has a 1-year low of $49.94 and a 1-year high of $60.88. The company has a fifty day simple moving average of $56.78 and a 200 day simple moving average of $56.14.

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.