Willner & Heller LLC Grows Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Willner & Heller LLC increased its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 34.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,860 shares of the company’s stock after buying an additional 1,256 shares during the period. Willner & Heller LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $280,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Mattern Wealth Management LLC raised its stake in shares of JPMorgan Equity Premium Income ETF by 2.2% in the 3rd quarter. Mattern Wealth Management LLC now owns 8,072 shares of the company’s stock valued at $480,000 after purchasing an additional 174 shares in the last quarter. Empirical Asset Management LLC increased its holdings in JPMorgan Equity Premium Income ETF by 4.0% in the third quarter. Empirical Asset Management LLC now owns 4,675 shares of the company’s stock valued at $278,000 after buying an additional 179 shares during the last quarter. Aviance Capital Partners LLC raised its stake in JPMorgan Equity Premium Income ETF by 1.1% during the third quarter. Aviance Capital Partners LLC now owns 17,314 shares of the company’s stock valued at $1,030,000 after buying an additional 194 shares in the last quarter. Fortis Advisors LLC lifted its holdings in JPMorgan Equity Premium Income ETF by 2.0% during the 4th quarter. Fortis Advisors LLC now owns 10,054 shares of the company’s stock worth $578,000 after buying an additional 196 shares during the last quarter. Finally, Hudock Inc. grew its position in shares of JPMorgan Equity Premium Income ETF by 4.5% in the 3rd quarter. Hudock Inc. now owns 4,608 shares of the company’s stock worth $274,000 after acquiring an additional 199 shares in the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

Shares of JEPI opened at $58.50 on Monday. The stock has a market capitalization of $34.33 billion, a PE ratio of 24.40 and a beta of 0.53. The business’s fifty day moving average price is $59.02 and its 200 day moving average price is $58.44. JPMorgan Equity Premium Income ETF has a 12-month low of $54.77 and a 12-month high of $60.88.

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.