Bellevue Asset Management LLC Has $3.14 Million Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Bellevue Asset Management LLC raised its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 0.7% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 52,761 shares of the company’s stock after buying an additional 342 shares during the period. JPMorgan Equity Premium Income ETF comprises about 1.6% of Bellevue Asset Management LLC’s investment portfolio, making the stock its 13th biggest holding. Bellevue Asset Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,140,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of JEPI. Salomon & Ludwin LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the 3rd quarter valued at $25,000. HHM Wealth Advisors LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the 2nd quarter valued at $28,000. Larson Financial Group LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 129.8% in the 1st quarter. Larson Financial Group LLC now owns 556 shares of the company’s stock valued at $32,000 after purchasing an additional 314 shares during the last quarter. Beaird Harris Wealth Management LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the 1st quarter valued at $38,000. Finally, Whittier Trust Co. of Nevada Inc. lifted its stake in shares of JPMorgan Equity Premium Income ETF by 105.2% in the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 716 shares of the company’s stock valued at $41,000 after purchasing an additional 367 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 0.2 %

JEPI stock opened at $59.14 on Thursday. JPMorgan Equity Premium Income ETF has a 1 year low of $52.13 and a 1 year high of $59.97. The company has a fifty day simple moving average of $58.96 and a 200 day simple moving average of $57.41. The firm has a market cap of $34.71 billion, a PE ratio of 24.40 and a beta of 0.53.

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.