JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) is O ROURKE & COMPANY Inc’s 10th Largest Position

O ROURKE & COMPANY Inc raised its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 4.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 79,449 shares of the company’s stock after acquiring an additional 3,325 shares during the quarter. JPMorgan Equity Premium Income ETF makes up 2.2% of O ROURKE & COMPANY Inc’s investment portfolio, making the stock its 10th largest position. O ROURKE & COMPANY Inc’s holdings in JPMorgan Equity Premium Income ETF were worth $4,571,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Bank of Jackson Hole Trust purchased a new position in JPMorgan Equity Premium Income ETF during the 4th quarter valued at about $28,000. Duncker Streett & Co. Inc. purchased a new position in shares of JPMorgan Equity Premium Income ETF during the fourth quarter valued at approximately $28,000. Ulland Investment Advisors LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF during the fourth quarter valued at approximately $31,000. Crowley Wealth Management Inc. bought a new position in shares of JPMorgan Equity Premium Income ETF during the fourth quarter valued at approximately $32,000. Finally, Creative Capital Management Investments LLC purchased a new stake in JPMorgan Equity Premium Income ETF in the fourth quarter worth $32,000.

JPMorgan Equity Premium Income ETF Trading Up 1.0 %

Shares of JPMorgan Equity Premium Income ETF stock opened at $53.98 on Friday. JPMorgan Equity Premium Income ETF has a 12-month low of $49.94 and a 12-month high of $60.88. The company has a market cap of $37.26 billion, a P/E ratio of 24.88 and a beta of 0.61. The company’s fifty day simple moving average is $57.26 and its two-hundred day simple moving average is $58.46.

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.