JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Bought by U.S. Capital Wealth Advisors LLC

U.S. Capital Wealth Advisors LLC increased its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 0.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 249,445 shares of the company’s stock after acquiring an additional 1,220 shares during the period. U.S. Capital Wealth Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $13,714,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Perritt Capital Management Inc. lifted its stake in shares of JPMorgan Equity Premium Income ETF by 44.4% in the 3rd quarter. Perritt Capital Management Inc. now owns 650 shares of the company’s stock valued at $35,000 after purchasing an additional 200 shares in the last quarter. Albion Financial Group UT raised its holdings in JPMorgan Equity Premium Income ETF by 8,375.0% in the third quarter. Albion Financial Group UT now owns 678 shares of the company’s stock valued at $36,000 after buying an additional 670 shares during the period. Capital Advisors Ltd. LLC raised its holdings in JPMorgan Equity Premium Income ETF by 79.3% in the fourth quarter. Capital Advisors Ltd. LLC now owns 658 shares of the company’s stock valued at $36,000 after buying an additional 291 shares during the period. BOK Financial Private Wealth Inc. lifted its position in JPMorgan Equity Premium Income ETF by 400.0% during the fourth quarter. BOK Financial Private Wealth Inc. now owns 750 shares of the company’s stock valued at $42,000 after buying an additional 600 shares in the last quarter. Finally, Roble Belko & Company Inc purchased a new stake in JPMorgan Equity Premium Income ETF during the fourth quarter worth approximately $42,000.

JPMorgan Equity Premium Income ETF Stock Up 0.7 %

Shares of JEPI stock traded up $0.37 during mid-day trading on Friday, reaching $56.06. The company’s stock had a trading volume of 3,612,419 shares, compared to its average volume of 3,540,817. The company’s 50 day simple moving average is $56.77 and its 200-day simple moving average is $55.48. JPMorgan Equity Premium Income ETF has a 12-month low of $51.38 and a 12-month high of $57.94. The firm has a market capitalization of $32.90 billion, a PE ratio of 24.40 and a beta of 0.53.

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.