TD Private Client Wealth LLC Boosts Stake in JPMorgan Equity Premium Income ETF $JEPI

TD Private Client Wealth LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 1,069.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 27,182 shares of the company’s stock after acquiring an additional 24,858 shares during the period. TD Private Client Wealth LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $1,556,000 as of its most recent SEC filing.

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

JPMorgan Equity Premium Income ETF Price Performance

NYSEARCA JEPI opened at $56.08 on Wednesday. The company’s fifty day moving average price is $56.91 and its two-hundred day moving average price is $57.57. The company has a market capitalization of $44.43 billion, a price-to-earnings ratio of 23.93 and a beta of 0.56. JPMorgan Equity Premium Income ETF has a 12 month low of $55.15 and a 12 month high of $59.90.

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.