Sterling Investment Counsel LLC Has $27.82 Million Stock Position in JPMorgan Equity Premium Income ETF $JEPI

Sterling Investment Counsel LLC boosted its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 3.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 486,101 shares of the company’s stock after buying an additional 17,699 shares during the period. JPMorgan Equity Premium Income ETF makes up about 7.9% of Sterling Investment Counsel LLC’s holdings, making the stock its 3rd largest holding. Sterling Investment Counsel LLC owned 0.07% of JPMorgan Equity Premium Income ETF worth $27,824,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Wealth Effects LLC boosted its stake in JPMorgan Equity Premium Income ETF by 0.6% during the fourth quarter. Wealth Effects LLC now owns 31,606 shares of the company’s stock valued at $1,809,000 after buying an additional 173 shares during the period. WESPAC Advisors SoCal LLC boosted its stake in JPMorgan Equity Premium Income ETF by 4.3% during the fourth quarter. WESPAC Advisors SoCal LLC now owns 4,178 shares of the company’s stock valued at $239,000 after buying an additional 174 shares during the period. Hurley Capital LLC boosted its stake in JPMorgan Equity Premium Income ETF by 2.0% during the third quarter. Hurley Capital LLC now owns 9,098 shares of the company’s stock valued at $519,000 after buying an additional 177 shares during the period. BOS Asset Management LLC boosted its stake in JPMorgan Equity Premium Income ETF by 3.5% during the third quarter. BOS Asset Management LLC now owns 5,213 shares of the company’s stock valued at $298,000 after buying an additional 178 shares during the period. Finally, Bessemer Group Inc. boosted its stake in JPMorgan Equity Premium Income ETF by 0.9% during the third quarter. Bessemer Group Inc. now owns 20,292 shares of the company’s stock valued at $1,159,000 after buying an additional 185 shares during the period.

JPMorgan Equity Premium Income ETF Stock Performance

NYSEARCA:JEPI opened at $57.79 on Friday. The firm has a market capitalization of $45.15 billion, a price-to-earnings ratio of 23.93 and a beta of 0.58. JPMorgan Equity Premium Income ETF has a 52-week low of $52.16 and a 52-week high of $59.90. The stock has a fifty day moving average of $57.92 and a 200 day moving average of $57.61.

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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.