Bank of Jackson Hole Trust bought a new position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 483 shares of the company’s stock, valued at approximately $28,000.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in JEPI. Alpha Financial Partners LLC lifted its holdings in JPMorgan Equity Premium Income ETF by 45.5% in the 3rd quarter. Alpha Financial Partners LLC now owns 59,653 shares of the company’s stock worth $3,550,000 after purchasing an additional 18,662 shares during the last quarter. Creative Planning lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 44.6% during the third quarter. Creative Planning now owns 139,002 shares of the company’s stock worth $8,272,000 after buying an additional 42,854 shares during the last quarter. Whittier Trust Co. acquired a new position in shares of JPMorgan Equity Premium Income ETF during the third quarter worth approximately $108,000. Signaturefd LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 2.6% during the third quarter. Signaturefd LLC now owns 18,200 shares of the company’s stock worth $1,083,000 after buying an additional 458 shares during the last quarter. Finally, Private Advisor Group LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 9.9% during the third quarter. Private Advisor Group LLC now owns 159,546 shares of the company’s stock worth $9,495,000 after buying an additional 14,333 shares during the last quarter.
JPMorgan Equity Premium Income ETF Price Performance
Shares of JEPI stock opened at $59.71 on Friday. JPMorgan Equity Premium Income ETF has a 12 month low of $54.77 and a 12 month high of $60.88. The firm has a market cap of $35.04 billion, a PE ratio of 24.40 and a beta of 0.53. The stock has a 50 day moving average of $58.57 and a 200-day moving average of $58.80.
About JPMorgan Equity Premium Income ETF
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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