JFS Wealth Advisors LLC Acquires 430 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

JFS Wealth Advisors LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 6.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,620 shares of the company’s stock after purchasing an additional 430 shares during the period. JFS Wealth Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $381,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Monument Capital Management increased its stake in shares of JPMorgan Equity Premium Income ETF by 2.4% during the fourth quarter. Monument Capital Management now owns 18,644 shares of the company’s stock valued at $1,073,000 after purchasing an additional 432 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC boosted its holdings in JPMorgan Equity Premium Income ETF by 2.7% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 340,344 shares of the company’s stock worth $19,580,000 after purchasing an additional 8,968 shares during the last quarter. J.W. Cole Advisors Inc. boosted its holdings in JPMorgan Equity Premium Income ETF by 5.7% in the fourth quarter. J.W. Cole Advisors Inc. now owns 434,282 shares of the company’s stock worth $24,984,000 after purchasing an additional 23,603 shares during the last quarter. Valmark Advisers Inc. boosted its holdings in JPMorgan Equity Premium Income ETF by 7.8% in the fourth quarter. Valmark Advisers Inc. now owns 23,319 shares of the company’s stock worth $1,342,000 after purchasing an additional 1,692 shares during the last quarter. Finally, L.M. Kohn & Company boosted its holdings in JPMorgan Equity Premium Income ETF by 7.8% in the fourth quarter. L.M. Kohn & Company now owns 4,750 shares of the company’s stock worth $273,000 after purchasing an additional 345 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 0.2 %

Shares of JEPI stock opened at $59.17 on Tuesday. JPMorgan Equity Premium Income ETF has a 12-month low of $54.77 and a 12-month high of $60.88. The firm’s 50 day moving average is $58.57 and its 200 day moving average is $58.77. The stock has a market capitalization of $34.72 billion, a P/E 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.