Ritter Daniher Financial Advisory LLC DE Acquires 9,744 Shares of JPMorgan Equity Premium Income ETF $JEPI

Ritter Daniher Financial Advisory LLC DE boosted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 6.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 172,301 shares of the company’s stock after buying an additional 9,744 shares during the quarter. JPMorgan Equity Premium Income ETF makes up approximately 1.7% of Ritter Daniher Financial Advisory LLC DE’s portfolio, making the stock its 12th biggest position. Ritter Daniher Financial Advisory LLC DE’s holdings in JPMorgan Equity Premium Income ETF were worth $9,838,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of JEPI. Brighton Jones LLC bought a new position in JPMorgan Equity Premium Income ETF during the fourth quarter worth $402,000. AQR Capital Management LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 28.1% during the first 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 in the last quarter. Goldman Sachs Group Inc. purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the first quarter worth approximately $847,000. Truist Financial Corp grew its holdings in JPMorgan Equity Premium Income ETF by 13.0% during the second quarter. Truist Financial Corp now owns 1,007,194 shares of the company’s stock worth $57,259,000 after buying an additional 115,483 shares in the last quarter. Finally, Consolidated Portfolio Review Corp grew its stake in shares of JPMorgan Equity Premium Income ETF by 68.4% in the 2nd quarter. Consolidated Portfolio Review Corp now owns 21,178 shares of the company’s stock worth $1,204,000 after acquiring an additional 8,604 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.2%

Shares of JPMorgan Equity Premium Income ETF stock opened at $58.55 on Friday. The business’s fifty day simple moving average is $57.78 and its 200 day simple moving average is $57.14. JPMorgan Equity Premium Income ETF has a 12 month low of $49.94 and a 12 month high of $59.73. The firm has a market capitalization of $43.00 billion, a P/E ratio of 23.93 and a beta of 0.60.

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.