JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Purchased by Montag A & Associates Inc.

Montag A & Associates Inc. boosted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,437 shares of the company’s stock after purchasing an additional 240 shares during the quarter. Montag A & Associates Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $662,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the business. JPMorgan Chase & Co. increased its stake in JPMorgan Equity Premium Income ETF by 18.8% in the third quarter. JPMorgan Chase & Co. now owns 22,389,179 shares of the company’s stock valued at $1,332,380,000 after purchasing an additional 3,536,406 shares during the last quarter. HighTower Advisors LLC increased its stake in JPMorgan Equity Premium Income ETF by 2.4% in the third quarter. HighTower Advisors LLC now owns 3,573,526 shares of the company’s stock valued at $212,643,000 after purchasing an additional 83,858 shares during the last quarter. MML Investors Services LLC increased its stake in JPMorgan Equity Premium Income ETF by 16.9% in the third quarter. MML Investors Services LLC now owns 2,610,159 shares of the company’s stock valued at $155,331,000 after purchasing an additional 376,400 shares during the last quarter. Stifel Financial Corp increased its stake in JPMorgan Equity Premium Income ETF by 7.0% in the third quarter. Stifel Financial Corp now owns 2,088,400 shares of the company’s stock valued at $124,281,000 after purchasing an additional 136,138 shares during the last quarter. Finally, LPL Financial LLC increased its stake in JPMorgan Equity Premium Income ETF by 28.0% in the third quarter. LPL Financial LLC now owns 1,900,243 shares of the company’s stock valued at $113,083,000 after purchasing an additional 416,013 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 0.2 %

JPMorgan Equity Premium Income ETF stock opened at $59.17 on Monday. The firm has a market capitalization of $34.72 billion, a P/E ratio of 24.40 and a beta of 0.53. The stock has a fifty day moving average price of $58.58 and a 200 day moving average price of $58.75. JPMorgan Equity Premium Income ETF has a 52 week low of $54.77 and a 52 week high of $60.88.

About JPMorgan Equity Premium Income ETF

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.