EP Wealth Advisors LLC Acquires 13,464 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

EP Wealth Advisors LLC increased its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 5.2% in the 4th quarter, Holdings Channel reports. The institutional investor owned 274,694 shares of the company’s stock after purchasing an additional 13,464 shares during the period. EP Wealth Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $15,803,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also bought and sold shares of the company. CoreCap Advisors LLC boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 19.1% in the fourth quarter. CoreCap Advisors LLC now owns 6,938 shares of the company’s stock worth $399,000 after acquiring an additional 1,113 shares during the period. Cambridge Investment Research Advisors Inc. lifted its holdings in JPMorgan Equity Premium Income ETF by 1.2% during the 4th quarter. Cambridge Investment Research Advisors Inc. now owns 1,970,127 shares of the company’s stock worth $113,341,000 after purchasing an additional 23,120 shares in the last quarter. BOKF NA lifted its holdings in JPMorgan Equity Premium Income ETF by 18.1% during the 4th quarter. BOKF NA now owns 380,212 shares of the company’s stock worth $21,695,000 after purchasing an additional 58,263 shares in the last quarter. Cahill Financial Advisors Inc. boosted its stake in JPMorgan Equity Premium Income ETF by 14.1% in the 4th quarter. Cahill Financial Advisors Inc. now owns 94,685 shares of the company’s stock worth $5,447,000 after purchasing an additional 11,671 shares during the period. Finally, Captrust Financial Advisors grew its holdings in JPMorgan Equity Premium Income ETF by 2.0% during the 4th quarter. Captrust Financial Advisors now owns 221,032 shares of the company’s stock valued at $12,716,000 after buying an additional 4,287 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.5 %

Shares of JPMorgan Equity Premium Income ETF stock opened at $55.68 on Thursday. The company’s 50-day moving average price is $55.65 and its 200-day moving average price is $57.89. 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 $38.55 billion, a price-to-earnings ratio of 23.72 and a beta of 0.61.

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.