Tradewinds LLC. Has $760,000 Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Tradewinds LLC. boosted its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 13.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,863 shares of the company’s stock after buying an additional 1,499 shares during the quarter. Tradewinds LLC.’s holdings in JPMorgan Equity Premium Income ETF were worth $760,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. Potentia Wealth bought a new position in shares of JPMorgan Equity Premium Income ETF in the 4th quarter valued at approximately $447,000. US Bancorp DE raised its position in shares of JPMorgan Equity Premium Income ETF by 28.0% in the fourth quarter. US Bancorp DE now owns 28,673 shares of the company’s stock valued at $1,650,000 after purchasing an additional 6,273 shares during the period. Florida Financial Advisors LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 54.3% in the fourth quarter. Florida Financial Advisors LLC now owns 7,014 shares of the company’s stock worth $404,000 after buying an additional 2,468 shares during the last quarter. Clarity Wealth Advisors LLC boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 0.7% during the 4th quarter. Clarity Wealth Advisors LLC now owns 55,688 shares of the company’s stock worth $3,204,000 after buying an additional 401 shares during the period. Finally, Tandem Financial LLC acquired a new position in JPMorgan Equity Premium Income ETF in the 4th quarter valued at $757,000.

JPMorgan Equity Premium Income ETF Stock Performance

JPMorgan Equity Premium Income ETF stock opened at $57.14 on Tuesday. The firm has a market capitalization of $39.44 billion, a PE ratio of 24.88 and a beta of 0.61. The business’s 50-day simple moving average is $58.39 and its 200-day simple moving average is $58.86. JPMorgan Equity Premium Income ETF has a 52 week low of $54.77 and a 52 week high of $60.88.

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.