JPMorgan Equity Premium Income ETF $JEPI is Kathmere Capital Management LLC’s 7th Largest Position

by · The Cerbat Gem

Kathmere Capital Management LLC increased its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 4.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 687,999 shares of the company’s stock after purchasing an additional 27,483 shares during the period. JPMorgan Equity Premium Income ETF accounts for about 2.8% of Kathmere Capital Management LLC’s portfolio, making the stock its 7th largest position. Kathmere Capital Management LLC owned about 0.10% of JPMorgan Equity Premium Income ETF worth $39,285,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Spirepoint Private Client LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the third quarter worth $5,538,000. Nottingham Advisors Inc. raised its stake in JPMorgan Equity Premium Income ETF by 9.8% in the 3rd quarter. Nottingham Advisors Inc. now owns 680,727 shares of the company’s stock worth $38,870,000 after acquiring an additional 60,494 shares during the last quarter. Milestone Asset Management Group LLC lifted its position in JPMorgan Equity Premium Income ETF by 7.2% during the 3rd quarter. Milestone Asset Management Group LLC now owns 12,874 shares of the company’s stock worth $735,000 after acquiring an additional 869 shares during the period. Gries Financial LLC lifted its position in JPMorgan Equity Premium Income ETF by 66.0% during the 3rd quarter. Gries Financial LLC now owns 132,475 shares of the company’s stock worth $7,564,000 after acquiring an additional 52,671 shares during the period. Finally, Madrona Financial Services LLC grew its stake in JPMorgan Equity Premium Income ETF by 2.5% during the 3rd quarter. Madrona Financial Services LLC now owns 81,118 shares of the company’s stock valued at $4,632,000 after purchasing an additional 2,015 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of JEPI stock opened at $57.47 on Tuesday. JPMorgan Equity Premium Income ETF has a fifty-two week low of $49.94 and a fifty-two week high of $59.73. The firm has a market capitalization of $41.62 billion, a PE ratio of 23.93 and a beta of 0.60. The stock’s 50-day simple moving average is $57.19 and its 200-day simple moving average is $56.94.

About JPMorgan Equity Premium Income ETF

(Free Report)

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.

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