JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Purchased by Rothschild Investment LLC

Rothschild Investment LLC lifted its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 4.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 179,134 shares of the company’s stock after purchasing an additional 8,184 shares during the quarter. Rothschild Investment LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $10,306,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the company. Salomon & Ludwin LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF during the 3rd quarter worth approximately $25,000. Bank of Jackson Hole Trust purchased a new position in shares of JPMorgan Equity Premium Income ETF during the 4th quarter worth approximately $28,000. Ulland Investment Advisors LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF during the 4th quarter worth approximately $31,000. Creative Capital Management Investments LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF during the 4th quarter worth approximately $32,000. Finally, Running Point Capital Advisors LLC raised its stake in shares of JPMorgan Equity Premium Income ETF by 131.2% during the 3rd quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock worth $38,000 after buying an additional 362 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 1.0 %

Shares of JEPI stock opened at $59.13 on Monday. JPMorgan Equity Premium Income ETF has a 12-month low of $54.77 and a 12-month high of $60.88. The company has a market cap of $34.70 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. The stock has a 50 day simple moving average of $58.57 and a 200-day simple moving average of $58.88.

JPMorgan Equity Premium Income ETF 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.