Core Insights - Cerity Partners LLC increased its position in JPMorgan Equity Premium Income ETF (JEPI) by 6.2% in Q3, owning 198,773 shares valued at $11,350,000 after acquiring an additional 11,678 shares [2] - Other institutional investors also adjusted their stakes in JEPI, with Mattern Wealth Management LLC raising its position by 1.8%, BOS Asset Management LLC by 3.5%, Highline Wealth Partners LLC by 13.5%, First Horizon Advisors Inc. by 9.0%, and SimpliFi Inc. by 2.6% during the second quarter [3] - The stock price of JPMorgan Equity Premium Income ETF opened at $58.25, with a 52-week low of $49.94 and a high of $59.73, and a market capitalization of $42.34 billion [4] Company Profile - JPMorgan Equity Premium Income ETF (JEPI) is an actively-managed exchange-traded fund based on the S&P 500 index, investing in large-cap US stocks and equity-linked notes (ELNs) to provide similar returns as the S&P 500 with lower volatility and monthly income [5]
Cerity Partners LLC Raises Holdings in JPMorgan Equity Premium Income ETF $JEPI
Defense World·2026-01-11 08:32