Capasso Planning Partners LLC Boosts Stake in JPMorgan Equity Premium Income ETF $JEPI

Capasso Planning Partners LLC grew its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 145.1% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 20,753 shares of the company’s stock after buying an additional 12,287 shares during the period. JPMorgan Equity Premium Income ETF accounts for 0.6% of Capasso Planning Partners LLC’s investment portfolio, making the stock its 24th biggest position. Capasso Planning Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $1,176,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently made changes to their positions in JEPI. Summit Financial Wealth Advisors LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 15.9% in the first quarter. Summit Financial Wealth Advisors LLC now owns 126,523 shares of the company’s stock valued at $7,171,000 after acquiring an additional 17,393 shares in the last quarter. WNY Asset Management LLC purchased a new stake in JPMorgan Equity Premium Income ETF during the 1st quarter worth about $6,138,000. Segall Bryant & Hamill LLC purchased a new stake in JPMorgan Equity Premium Income ETF during the 1st quarter worth about $491,000. Verus Capital Partners LLC raised its stake in JPMorgan Equity Premium Income ETF by 4.5% in the 1st quarter. Verus Capital Partners LLC now owns 33,487 shares of the company’s stock valued at $1,898,000 after purchasing an additional 1,446 shares during the last quarter. Finally, Norris Financial Group LLC acquired a new position in JPMorgan Equity Premium Income ETF in the 1st quarter valued at about $214,000.

JPMorgan Equity Premium Income ETF Trading Up 0.3%

NYSEARCA:JEPI opened at $57.43 on Friday. JPMorgan Equity Premium Income ETF has a 12-month low of $55.10 and a 12-month high of $59.90. The firm has a market cap of $45.81 billion, a price-to-earnings ratio of 23.93 and a beta of 0.54. The company’s 50-day moving average is $56.33 and its two-hundred day moving average is $57.22.

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.