Waterloo Capital L.P. Has $5.46 Million Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Waterloo Capital L.P. trimmed its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 8.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 94,894 shares of the company’s stock after selling 8,700 shares during the period. Waterloo Capital L.P.’s holdings in JPMorgan Equity Premium Income ETF were worth $5,459,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Bank of Jackson Hole Trust acquired a new stake in JPMorgan Equity Premium Income ETF during the fourth quarter worth about $28,000. Duncker Streett & Co. Inc. bought a new stake in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth approximately $28,000. Ulland Investment Advisors LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the 4th quarter worth approximately $31,000. Crowley Wealth Management Inc. bought a new stake in shares of JPMorgan Equity Premium Income ETF during the fourth quarter valued at approximately $32,000. Finally, Creative Capital Management Investments LLC bought a new stake in shares of JPMorgan Equity Premium Income ETF during the fourth quarter valued at approximately $32,000.

JPMorgan Equity Premium Income ETF Price Performance

Shares of JEPI stock opened at $52.14 on Friday. JPMorgan Equity Premium Income ETF has a one year low of $52.10 and a one year high of $60.88. The stock has a fifty day moving average price of $58.09 and a 200 day moving average price of $58.76. The stock has a market cap of $35.99 billion, a P/E ratio of 24.88 and a beta of 0.61.

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.