Corient Private Wealth LLC Grows Stock Holdings in JPMorgan Equity Premium Income ETF $JEPI

Corient Private Wealth LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 52.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 143,755 shares of the company’s stock after buying an additional 49,438 shares during the quarter. Corient Private Wealth LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $7,911,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in JEPI. Walled Lake Planning & Wealth Management LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 2.7% during the 4th quarter. Walled Lake Planning & Wealth Management LLC now owns 6,449 shares of the company’s stock valued at $369,000 after acquiring an additional 171 shares during the period. Wealth Effects LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 0.6% in the 4th quarter. Wealth Effects LLC now owns 31,606 shares of the company’s stock worth $1,809,000 after acquiring an additional 173 shares during the period. WESPAC Advisors SoCal LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 4.3% in the 4th quarter. WESPAC Advisors SoCal LLC now owns 4,178 shares of the company’s stock worth $239,000 after acquiring an additional 174 shares during the period. Aspen Wealth Strategies LLC increased its stake in JPMorgan Equity Premium Income ETF by 4.5% in the 4th quarter. Aspen Wealth Strategies LLC now owns 4,044 shares of the company’s stock valued at $231,000 after purchasing an additional 174 shares in the last quarter. Finally, Morey & Quinn Wealth Partners LLC increased its stake in JPMorgan Equity Premium Income ETF by 4.9% in the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 3,722 shares of the company’s stock valued at $213,000 after purchasing an additional 175 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of JEPI stock opened at $56.06 on Thursday. The stock has a fifty day moving average price of $56.37 and a 200 day moving average price of $57.40. The stock has a market cap of $44.42 billion, a PE ratio of 23.93 and a beta of 0.54. JPMorgan Equity Premium Income ETF has a 1 year low of $55.10 and a 1 year high of $59.90.

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.