Wealth Dimensions Group Ltd. Raises Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Wealth Dimensions Group Ltd. lifted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2.1% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 24,288 shares of the company’s stock after purchasing an additional 504 shares during the quarter. Wealth Dimensions Group Ltd.’s holdings in JPMorgan Equity Premium Income ETF were worth $1,445,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Salomon & Ludwin LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF in the third quarter worth $25,000. HHM Wealth Advisors LLC acquired a new position in shares of JPMorgan Equity Premium Income ETF in the 2nd quarter valued at $28,000. Beaird Harris Wealth Management LLC purchased a new position in JPMorgan Equity Premium Income ETF in the 1st quarter worth $38,000. Running Point Capital Advisors LLC lifted its position in JPMorgan Equity Premium Income ETF by 131.2% during the 3rd quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock worth $38,000 after acquiring an additional 362 shares during the period. Finally, Centerpoint Advisors LLC purchased a new stake in JPMorgan Equity Premium Income ETF during the 2nd quarter valued at about $43,000.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of JEPI stock opened at $60.16 on Friday. JPMorgan Equity Premium Income ETF has a fifty-two week low of $54.27 and a fifty-two week high of $60.20. The firm has a market capitalization of $35.30 billion, a PE ratio of 24.40 and a beta of 0.53. The stock’s 50-day simple moving average is $59.36 and its 200-day simple moving average is $57.82.

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.