Cassia Capital Partners LLC Grows Stock Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Cassia Capital Partners LLC increased its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 0.2% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 190,814 shares of the company’s stock after buying an additional 310 shares during the period. JPMorgan Equity Premium Income ETF accounts for approximately 7.0% of Cassia Capital Partners LLC’s portfolio, making the stock its 3rd largest holding. Cassia Capital Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $10,978,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in JEPI. JPMorgan Chase & Co. lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 18.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 22,389,179 shares of the company’s stock worth $1,332,380,000 after acquiring an additional 3,536,406 shares during the last quarter. Eaton Financial Holdings Company LLC purchased a new stake in JPMorgan Equity Premium Income ETF during the third quarter valued at about $51,202,000. World Investment Advisors LLC lifted its stake in JPMorgan Equity Premium Income ETF by 748.5% during the third quarter. World Investment Advisors LLC now owns 806,099 shares of the company’s stock worth $47,971,000 after purchasing an additional 711,094 shares during the last quarter. Marks Wealth LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF in the 3rd quarter worth about $29,284,000. Finally, LPL Financial LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 28.0% during the 3rd quarter. LPL Financial LLC now owns 1,900,243 shares of the company’s stock valued at $113,083,000 after purchasing an additional 416,013 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.1 %

Shares of NYSEARCA JEPI opened at $58.62 on Wednesday. The stock has a market cap of $34.40 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. The stock’s 50-day moving average is $58.78 and its 200 day moving average is $58.63. JPMorgan Equity Premium Income ETF has a 1-year low of $54.77 and a 1-year high of $60.88.

About JPMorgan Equity Premium Income ETF

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.