Vienna Asset Management LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 5.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 100,376 shares of the company’s stock after purchasing an additional 5,180 shares during the period. JPMorgan Equity Premium Income ETF accounts for about 3.9% of Vienna Asset Management LLC’s holdings, making the stock its 9th biggest holding. Vienna Asset Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $5,775,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also recently added to or reduced their stakes in the business. Potentia Wealth purchased a new position in JPMorgan Equity Premium Income ETF in the 4th quarter valued at about $447,000. Florida Financial Advisors LLC boosted its position in JPMorgan Equity Premium Income ETF by 54.3% in the 4th quarter. Florida Financial Advisors LLC now owns 7,014 shares of the company’s stock valued at $404,000 after buying an additional 2,468 shares during the last quarter. US Bancorp DE boosted its position in JPMorgan Equity Premium Income ETF by 28.0% in the 4th quarter. US Bancorp DE now owns 28,673 shares of the company’s stock valued at $1,650,000 after buying an additional 6,273 shares during the last quarter. Clarity Wealth Advisors LLC boosted its position in JPMorgan Equity Premium Income ETF by 0.7% in the 4th quarter. Clarity Wealth Advisors LLC now owns 55,688 shares of the company’s stock valued at $3,204,000 after buying an additional 401 shares during the last quarter. Finally, O Shaughnessy Asset Management LLC boosted its position in JPMorgan Equity Premium Income ETF by 15.8% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 3,439 shares of the company’s stock valued at $198,000 after buying an additional 470 shares during the last quarter.
JPMorgan Equity Premium Income ETF Price Performance
NYSEARCA:JEPI opened at $56.24 on Monday. The firm has a 50-day moving average of $55.37 and a two-hundred day moving average of $57.70. The stock has a market cap of $39.74 billion, a P/E ratio of 24.55 and a beta of 0.61. JPMorgan Equity Premium Income ETF has a 1-year low of $49.94 and a 1-year high of $60.88.
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.
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