Thompson Davis & CO. Inc. Boosts Stock Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Thompson Davis & CO. Inc. raised its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 45.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 13,350 shares of the company’s stock after buying an additional 4,200 shares during the period. JPMorgan Equity Premium Income ETF comprises approximately 0.5% of Thompson Davis & CO. Inc.’s portfolio, making the stock its 29th largest position. Thompson Davis & CO. Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $768,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Clarity Wealth Advisors LLC boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 0.7% during the fourth quarter. Clarity Wealth Advisors LLC now owns 55,688 shares of the company’s stock worth $3,204,000 after purchasing an additional 401 shares during the period. Tandem Financial LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF during the fourth quarter worth about $757,000. Citigroup Inc. boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 51.8% during the third quarter. Citigroup Inc. now owns 147,827 shares of the company’s stock worth $8,797,000 after purchasing an additional 50,459 shares during the period. Accurate Wealth Management LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF during the fourth quarter worth about $215,000. Finally, Whittier Trust Co. purchased a new stake in shares of JPMorgan Equity Premium Income ETF during the third quarter worth about $108,000.

JPMorgan Equity Premium Income ETF Trading Down 1.0 %

JPMorgan Equity Premium Income ETF stock opened at $59.13 on Friday. The firm has a 50-day moving average of $58.57 and a 200-day moving average of $58.83. The firm has a market cap of $34.70 billion, a P/E ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 1-year low of $54.77 and a 1-year 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.