Retirement Financial Solutions LLC Has $6.86 Million Stock Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Retirement Financial Solutions LLC decreased its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 5.6% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 120,016 shares of the company’s stock after selling 7,166 shares during the period. JPMorgan Equity Premium Income ETF makes up 4.1% of Retirement Financial Solutions LLC’s holdings, making the stock its 11th largest position. Retirement Financial Solutions LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $6,858,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Wealth Enhancement Advisory Services LLC grew its position in JPMorgan Equity Premium Income ETF by 8.3% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 1,710,856 shares of the company’s stock valued at $97,758,000 after purchasing an additional 130,869 shares in the last quarter. Tritonpoint Wealth LLC boosted its position in shares of JPMorgan Equity Premium Income ETF by 33.9% during the 1st quarter. Tritonpoint Wealth LLC now owns 18,971 shares of the company’s stock worth $1,084,000 after acquiring an additional 4,799 shares in the last quarter. Steele Capital Management Inc. boosted its position in JPMorgan Equity Premium Income ETF by 7.5% in the first quarter. Steele Capital Management Inc. now owns 369,924 shares of the company’s stock valued at $21,137,000 after buying an additional 25,649 shares in the last quarter. CVA Family Office LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 5.3% during the first quarter. CVA Family Office LLC now owns 215,862 shares of the company’s stock worth $12,334,000 after purchasing an additional 10,957 shares during the period. Finally, Krilogy Financial LLC raised its stake in JPMorgan Equity Premium Income ETF by 2.6% during the first quarter. Krilogy Financial LLC now owns 187,220 shares of the company’s stock worth $10,698,000 after buying an additional 4,716 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 0.7%

JEPI opened at $56.04 on Friday. The company has a market cap of $39.89 billion, a P/E ratio of 24.45 and a beta of 0.60. The company has a fifty day moving average price of $55.26 and a two-hundred day moving average price of $57.22. JPMorgan Equity Premium Income ETF has a 1-year low of $49.94 and a 1-year high of $60.88.

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.