Curi RMB Capital LLC Grows Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Curi RMB Capital LLC raised its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 19.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,381 shares of the company’s stock after purchasing an additional 1,884 shares during the period. Curi RMB Capital LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $677,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Mattern Wealth Management LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 2.2% during the 3rd quarter. Mattern Wealth Management LLC now owns 8,072 shares of the company’s stock worth $480,000 after acquiring an additional 174 shares during the period. Empirical Asset Management LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 4.0% during the 3rd quarter. Empirical Asset Management LLC now owns 4,675 shares of the company’s stock worth $278,000 after acquiring an additional 179 shares during the period. FSC Wealth Advisors LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 2.9% during the 2nd quarter. FSC Wealth Advisors LLC now owns 6,774 shares of the company’s stock worth $384,000 after acquiring an additional 188 shares during the period. Hixon Zuercher LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 3.7% during the 2nd quarter. Hixon Zuercher LLC now owns 5,336 shares of the company’s stock worth $302,000 after acquiring an additional 190 shares during the period. Finally, Hudock Inc. lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 4.5% during the 3rd quarter. Hudock Inc. now owns 4,608 shares of the company’s stock worth $274,000 after acquiring an additional 199 shares during the period.

JPMorgan Equity Premium Income ETF Price Performance

Shares of JEPI stock opened at $59.25 on Friday. The firm has a market cap of $34.77 billion, a P/E ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 1-year low of $54.17 and a 1-year high of $60.20. The firm’s 50-day simple moving average is $59.23 and its 200-day simple moving average is $57.68.

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.