JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Purchased by CoreCap Advisors LLC

CoreCap Advisors LLC raised its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 19.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,938 shares of the company’s stock after purchasing an additional 1,113 shares during the quarter. CoreCap Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $399,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in JEPI. BOS Asset Management LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 3.5% in the 4th quarter. BOS Asset Management LLC now owns 4,982 shares of the company’s stock worth $287,000 after acquiring an additional 170 shares during the period. Consolidated Planning Corp grew its holdings in JPMorgan Equity Premium Income ETF by 0.5% in the fourth quarter. Consolidated Planning Corp now owns 33,567 shares of the company’s stock valued at $1,931,000 after purchasing an additional 179 shares during the last quarter. Landmark Wealth Management LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 5.1% in the fourth quarter. Landmark Wealth Management LLC now owns 3,833 shares of the company’s stock valued at $221,000 after buying an additional 185 shares in the last quarter. Fortis Advisors LLC raised its stake in shares of 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, Beam Wealth Advisors Inc. grew its stake in JPMorgan Equity Premium Income ETF by 0.4% in the 4th quarter. Beam Wealth Advisors Inc. now owns 51,249 shares of the company’s stock valued at $2,948,000 after acquiring an additional 196 shares during the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

Shares of NYSEARCA JEPI opened at $55.65 on Friday. The firm’s 50-day moving average is $55.54 and its two-hundred day moving average is $57.82. The company has a market capitalization of $38.53 billion, a PE ratio of 23.72 and a beta of 0.61. JPMorgan Equity Premium Income ETF has a 12-month low of $49.94 and a 12-month high of $60.88.

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.