Evolution Wealth Advisors LLC lifted its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 15.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 63,168 shares of the company’s stock after acquiring an additional 8,631 shares during the quarter. Evolution Wealth Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,634,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Marino Stram & Associates LLC raised its position in shares of JPMorgan Equity Premium Income ETF by 5.2% during the fourth quarter. Marino Stram & Associates LLC now owns 42,498 shares of the company’s stock worth $2,445,000 after acquiring an additional 2,108 shares during the last quarter. Global Trust Asset Management LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 46.8% during the fourth quarter. Global Trust Asset Management LLC now owns 2,448 shares of the company’s stock worth $141,000 after purchasing an additional 780 shares during the period. Missouri Trust & Investment Co grew its stake in shares of JPMorgan Equity Premium Income ETF by 737.2% during the fourth quarter. Missouri Trust & Investment Co now owns 720 shares of the company’s stock worth $41,000 after purchasing an additional 634 shares during the period. XML Financial LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 19.6% during the fourth quarter. XML Financial LLC now owns 6,550 shares of the company’s stock worth $377,000 after purchasing an additional 1,075 shares during the period. Finally, Monterey Private Wealth Inc. grew its stake in shares of JPMorgan Equity Premium Income ETF by 56.4% during the fourth quarter. Monterey Private Wealth Inc. now owns 55,193 shares of the company’s stock worth $3,175,000 after purchasing an additional 19,893 shares during the period.
JPMorgan Equity Premium Income ETF Stock Down 0.1 %
Shares of JPMorgan Equity Premium Income ETF stock opened at $58.87 on Thursday. JPMorgan Equity Premium Income ETF has a 12 month low of $54.77 and a 12 month high of $60.88. The business has a fifty day simple moving average of $58.94 and a 200 day simple moving average of $58.47. The stock has a market cap of $34.55 billion, a PE ratio of 24.40 and a beta of 0.53.
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.
Featured Stories
- Five stocks we like better than JPMorgan Equity Premium Income ETF
- 5 discounted opportunities for dividend growth investors
- Oracle Announces Game-Changing News for the AI Industry
- TSX Venture Exchange (Formerly Canadian Venture Exchange)
- Netflix Adds 19 Million Subscribers, Growth Is Far From Over
- How to Invest in Biotech Stocks
- Tempus AI: A Game-Changer in AI-Powered Healthcare
Want to see what other hedge funds are holding JEPI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report).
Receive News & Ratings for JPMorgan Equity Premium Income ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Equity Premium Income ETF and related companies with MarketBeat.com's FREE daily email newsletter.