JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Holdings Increased by MBA Advisors LLC

MBA Advisors LLC grew its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 8.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 113,250 shares of the company’s stock after purchasing an additional 8,436 shares during the period. JPMorgan Equity Premium Income ETF comprises about 3.2% of MBA Advisors LLC’s investment portfolio, making the stock its 9th biggest holding. MBA Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $6,471,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Potentia Wealth purchased a new position in JPMorgan Equity Premium Income ETF in the 4th quarter worth about $447,000. Florida Financial Advisors LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 54.3% in the fourth quarter. Florida Financial Advisors LLC now owns 7,014 shares of the company’s stock worth $404,000 after acquiring an additional 2,468 shares during the period. Ritholtz Wealth Management raised its holdings in shares of JPMorgan Equity Premium Income ETF by 2.5% during the first quarter. Ritholtz Wealth Management now owns 7,827 shares of the company’s stock valued at $447,000 after purchasing an additional 192 shares during the last quarter. US Bancorp DE raised its holdings in shares of JPMorgan Equity Premium Income ETF by 28.0% during the fourth quarter. US Bancorp DE now owns 28,673 shares of the company’s stock valued at $1,650,000 after purchasing an additional 6,273 shares during the last quarter. Finally, O Shaughnessy Asset Management LLC lifted its position in JPMorgan Equity Premium Income ETF by 15.8% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 3,439 shares of the company’s stock valued at $198,000 after purchasing an additional 470 shares during the period.

JPMorgan Equity Premium Income ETF Trading Up 0.3%

NYSEARCA:JEPI opened at $56.96 on Friday. JPMorgan Equity Premium Income ETF has a 12 month low of $49.94 and a 12 month high of $60.88. The company has a market cap of $40.48 billion, a PE ratio of 23.93 and a beta of 0.62. The company has a 50 day simple moving average of $55.95 and a two-hundred day simple moving average of $56.87.

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.