JPMorgan Equity Premium Income ETF $JEPI is Bernardo Wealth Planning LLC’s 9th Largest Position

Bernardo Wealth Planning LLC raised its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 99.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 329,739 shares of the company’s stock after purchasing an additional 164,565 shares during the period. JPMorgan Equity Premium Income ETF accounts for about 3.7% of Bernardo Wealth Planning LLC’s portfolio, making the stock its 9th biggest position. Bernardo Wealth Planning LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $18,828,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of JEPI. Scott Capital Advisors LLC boosted 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 valued at $7,037,000 after acquiring an additional 68,548 shares in the last quarter. Cambridge Advisors Inc. lifted its stake in shares of JPMorgan Equity Premium Income ETF by 8.8% during the 3rd quarter. Cambridge Advisors Inc. now owns 187,501 shares of the company’s stock worth $10,706,000 after purchasing an additional 15,195 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in shares of JPMorgan Equity Premium Income ETF by 20.0% during the 2nd quarter. Geneos Wealth Management Inc. now owns 285,816 shares of the company’s stock worth $16,249,000 after purchasing an additional 47,712 shares during the last quarter. Cooper Financial Group boosted its position in JPMorgan Equity Premium Income ETF by 3.9% during the third quarter. Cooper Financial Group now owns 423,502 shares of the company’s stock valued at $24,182,000 after purchasing an additional 15,888 shares in the last quarter. Finally, Coastline Trust Co grew its stake in JPMorgan Equity Premium Income ETF by 14.0% in the second quarter. Coastline Trust Co now owns 1,981 shares of the company’s stock valued at $113,000 after purchasing an additional 243 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of JPMorgan Equity Premium Income ETF stock opened at $57.47 on Tuesday. The company has a market capitalization of $41.62 billion, a PE ratio of 23.93 and a beta of 0.60. The company has a 50-day simple moving average of $57.19 and a two-hundred day simple moving average of $56.94. JPMorgan Equity Premium Income ETF has a one year low of $49.94 and a one year high of $59.73.

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.