Financial Perspectives Inc lifted its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 6.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 3,718 shares of the company’s stock after buying an additional 239 shares during the period. Financial Perspectives Inc’s holdings in JPMorgan Equity Premium Income ETF were worth $214,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Mattern Wealth Management LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 2.2% in the third quarter. Mattern Wealth Management LLC now owns 8,072 shares of the company’s stock worth $480,000 after buying an additional 174 shares in the last quarter. Consolidated Planning Corp lifted its position in JPMorgan Equity Premium Income ETF by 0.5% during the fourth quarter. Consolidated Planning Corp now owns 33,567 shares of the company’s stock valued at $1,931,000 after purchasing an additional 179 shares during the period. Landmark Wealth Management LLC lifted its position in JPMorgan Equity Premium Income ETF by 5.1% during the fourth quarter. Landmark Wealth Management LLC now owns 3,833 shares of the company’s stock valued at $221,000 after purchasing an additional 185 shares during the period. Aviance Capital Partners LLC lifted its position in JPMorgan Equity Premium Income ETF by 1.1% during the third quarter. Aviance Capital Partners LLC now owns 17,314 shares of the company’s stock valued at $1,030,000 after purchasing an additional 194 shares during the period. Finally, Fortis Advisors LLC lifted its position in JPMorgan Equity Premium Income ETF by 2.0% during the fourth quarter. Fortis Advisors LLC now owns 10,054 shares of the company’s stock valued at $578,000 after purchasing an additional 196 shares during the period.
JPMorgan Equity Premium Income ETF Stock Up 0.3 %
Shares of JPMorgan Equity Premium Income ETF stock opened at $59.35 on Wednesday. The company has a market cap of $34.83 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. The company’s 50 day moving average is $58.57 and its 200 day moving average is $58.79. JPMorgan Equity Premium Income ETF has a twelve month low of $54.77 and a twelve month high of $60.88.
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.
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