JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Bought by Annex Advisory Services LLC

Annex Advisory Services LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 16.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,868 shares of the company’s stock after buying an additional 2,199 shares during the period. Annex Advisory Services LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $913,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Edgestream Partners L.P. acquired a new position in JPMorgan Equity Premium Income ETF during the 2nd quarter worth $375,000. Summit Trail Advisors LLC acquired a new position in JPMorgan Equity Premium Income ETF during the 2nd quarter valued at about $418,000. Bank of Montreal Can raised its position in shares of JPMorgan Equity Premium Income ETF by 8.8% during the 2nd quarter. Bank of Montreal Can now owns 41,865 shares of the company’s stock worth $2,382,000 after buying an additional 3,374 shares in the last quarter. Sfmg LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 3.5% in the 2nd quarter. Sfmg LLC now owns 214,779 shares of the company’s stock worth $12,174,000 after acquiring an additional 7,199 shares during the period. Finally, Wick Capital Partners LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 5.4% in the 2nd quarter. Wick Capital Partners LLC now owns 200,821 shares of the company’s stock worth $11,383,000 after acquiring an additional 10,342 shares during the period.

JPMorgan Equity Premium Income ETF Price Performance

NYSEARCA JEPI opened at $58.50 on Tuesday. JPMorgan Equity Premium Income ETF has a 12 month low of $54.77 and a 12 month high of $60.88. The firm has a market capitalization of $34.33 billion, a PE ratio of 24.40 and a beta of 0.53. The company’s 50 day simple moving average is $58.99 and its 200 day simple moving average is $58.45.

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.