Sulzberger Capital Advisors Inc. Buys 16,048 Shares of JPMorgan Equity Premium Income ETF $JEPI

Sulzberger Capital Advisors Inc. lifted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 12.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 146,306 shares of the company’s stock after buying an additional 16,048 shares during the period. JPMorgan Equity Premium Income ETF makes up 8.1% of Sulzberger Capital Advisors Inc.’s portfolio, making the stock its 3rd biggest position. Sulzberger Capital Advisors Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $8,263,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also modified their holdings of the company. Brighton Jones LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF during the 4th quarter valued at about $402,000. AQR Capital Management LLC boosted its holdings in JPMorgan Equity Premium Income ETF by 28.1% in the 1st quarter. AQR Capital Management LLC now owns 84,790 shares of the company’s stock worth $4,845,000 after acquiring an additional 18,619 shares during the period. Goldman Sachs Group Inc. purchased a new position in JPMorgan Equity Premium Income ETF in the 1st quarter worth approximately $847,000. Schnieders Capital Management LLC. purchased a new position in JPMorgan Equity Premium Income ETF in the 2nd quarter worth approximately $3,093,000. Finally, First Trust Advisors LP acquired a new stake in JPMorgan Equity Premium Income ETF in the second quarter valued at approximately $529,000.

JPMorgan Equity Premium Income ETF Stock Up 0.2%

JEPI opened at $58.02 on Friday. The firm has a market capitalization of $46.28 billion, a P/E ratio of 23.93 and a beta of 0.53. The firm’s 50 day moving average is $56.69 and its 200-day moving average is $57.18. JPMorgan Equity Premium Income ETF has a 52-week low of $55.10 and a 52-week high of $59.90.

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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.