J.W. Cole Advisors Inc. lifted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 3.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 410,679 shares of the company’s stock after purchasing an additional 13,899 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for about 1.0% of J.W. Cole Advisors Inc.’s holdings, making the stock its 13th largest position. J.W. Cole Advisors Inc. owned about 0.07% of JPMorgan Equity Premium Income ETF worth $24,440,000 as of its most recent filing with the SEC.
A number of other institutional investors have also added to or reduced their stakes in JEPI. Mattern Wealth Management LLC lifted its stake in JPMorgan Equity Premium Income ETF by 2.2% in the 3rd quarter. Mattern Wealth Management LLC now owns 8,072 shares of the company’s stock worth $480,000 after purchasing an additional 174 shares in the last quarter. Empirical Asset Management LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 4.0% in the third quarter. Empirical Asset Management LLC now owns 4,675 shares of the company’s stock worth $278,000 after purchasing an additional 179 shares during the period. Fluent Financial LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 4.2% in the first quarter. Fluent Financial LLC now owns 4,467 shares of the company’s stock worth $258,000 after purchasing an additional 181 shares during the period. FSC Wealth Advisors LLC raised its position in shares of JPMorgan Equity Premium Income ETF by 2.9% in the second quarter. FSC Wealth Advisors LLC now owns 6,774 shares of the company’s stock worth $384,000 after buying an additional 188 shares in the last quarter. Finally, Hixon Zuercher LLC boosted its stake in JPMorgan Equity Premium Income ETF by 3.7% during the second quarter. Hixon Zuercher LLC now owns 5,336 shares of the company’s stock valued at $302,000 after buying an additional 190 shares during the period.
JPMorgan Equity Premium Income ETF Price Performance
NYSEARCA JEPI traded down $0.16 during trading on Friday, reaching $59.23. The company’s stock had a trading volume of 2,625,692 shares, compared to its average volume of 3,129,870. The firm has a fifty day moving average of $58.87 and a 200 day moving average of $57.35. JPMorgan Equity Premium Income ETF has a one year low of $51.38 and a one year high of $59.97. The stock has a market capitalization of $34.76 billion, a PE ratio of 24.40 and a beta of 0.53.
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.
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