JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Acquired by Investment Advisory Services Inc. TX ADV

Investment Advisory Services Inc. TX ADV boosted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 1.0% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 276,690 shares of the company’s stock after acquiring an additional 2,698 shares during the period. JPMorgan Equity Premium Income ETF comprises about 5.7% of Investment Advisory Services Inc. TX ADV’s investment portfolio, making the stock its 3rd biggest holding. Investment Advisory Services Inc. TX ADV’s holdings in JPMorgan Equity Premium Income ETF were worth $15,810,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. BOS Asset Management LLC grew its stake in JPMorgan Equity Premium Income ETF by 3.5% in the fourth quarter. BOS Asset Management LLC now owns 4,982 shares of the company’s stock valued at $287,000 after purchasing an additional 170 shares in the last quarter. Ritholtz Wealth Management grew its position in JPMorgan Equity Premium Income ETF by 2.5% during the 1st quarter. Ritholtz Wealth Management now owns 7,827 shares of the company’s stock worth $447,000 after acquiring an additional 192 shares during the last quarter. Beam Wealth Advisors Inc. increased its holdings in shares of JPMorgan Equity Premium Income ETF by 0.4% in the fourth quarter. Beam Wealth Advisors Inc. now owns 51,249 shares of the company’s stock valued at $2,948,000 after purchasing an additional 196 shares in the last quarter. Texas Yale Capital Corp. lifted its holdings in JPMorgan Equity Premium Income ETF by 4.6% in the fourth quarter. Texas Yale Capital Corp. now owns 4,550 shares of the company’s stock valued at $262,000 after buying an additional 200 shares during the period. Finally, LVZ Inc. increased its stake in shares of JPMorgan Equity Premium Income ETF by 2.8% in the 1st quarter. LVZ Inc. now owns 7,707 shares of the company’s stock valued at $440,000 after acquiring an additional 211 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 0.4%

NYSEARCA:JEPI opened at $56.36 on Thursday. JPMorgan Equity Premium Income ETF has a 1 year low of $49.94 and a 1 year high of $60.88. The stock has a 50-day moving average price of $55.61 and a two-hundred day moving average price of $56.99. The stock has a market cap of $40.49 billion, a price-to-earnings ratio of 23.93 and a beta of 0.60.

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.