JPMorgan Equity Premium Income ETF $JEPI Stock Holdings Lessened by Cooper Financial Group

Cooper Financial Group lowered its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 15.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 305,779 shares of the company’s stock after selling 56,329 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for 1.4% of Cooper Financial Group’s investment portfolio, making the stock its 18th largest holding. Cooper Financial Group’s holdings in JPMorgan Equity Premium Income ETF were worth $17,191,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also bought and sold shares of JEPI. Wealth Enhancement Trust Services Inc. boosted its stake in shares of JPMorgan Equity Premium Income ETF by 2,787.7% in the 3rd quarter. Wealth Enhancement Trust Services Inc. now owns 113,139 shares of the company’s stock worth $6,361,000 after buying an additional 109,221 shares during the last quarter. Strong Retirement Solutions LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 42.8% during the third quarter. Strong Retirement Solutions LLC now owns 14,223 shares of the company’s stock valued at $800,000 after acquiring an additional 4,264 shares during the last quarter. Worth Asset Management LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 17.5% during the third quarter. Worth Asset Management LLC now owns 47,293 shares of the company’s stock valued at $2,659,000 after acquiring an additional 7,042 shares during the last quarter. Crumly & Associates Inc. lifted its holdings in JPMorgan Equity Premium Income ETF by 6.7% during the third quarter. Crumly & Associates Inc. now owns 12,965 shares of the company’s stock worth $729,000 after acquiring an additional 810 shares during the period. Finally, Juncture Wealth Strategies LLC purchased a new position in JPMorgan Equity Premium Income ETF in the third quarter worth $658,000.

JPMorgan Equity Premium Income ETF Stock Performance

NYSEARCA:JEPI traded down $0.09 during trading on Wednesday, reaching $56.45. The company’s stock had a trading volume of 4,273,161 shares, compared to its average volume of 5,172,643. 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 $45.55 billion, a price-to-earnings ratio of 23.93 and a beta of 0.53. The firm has a 50 day moving average of $57.11 and a 200-day moving average of $56.72.

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.