JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Purchased by Evergreen Wealth Management LLC

Evergreen Wealth Management LLC grew its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 106,142 shares of the company’s stock after purchasing an additional 2,041 shares during the quarter. JPMorgan Equity Premium Income ETF comprises about 4.3% of Evergreen Wealth Management LLC’s portfolio, making the stock its 5th biggest position. Evergreen Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $5,836,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Perritt Capital Management Inc. grew its stake in JPMorgan Equity Premium Income ETF by 44.4% in the third quarter. Perritt Capital Management Inc. now owns 650 shares of the company’s stock valued at $35,000 after acquiring an additional 200 shares during the period. Capital Advisors Ltd. LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 79.3% in the fourth quarter. Capital Advisors Ltd. LLC now owns 658 shares of the company’s stock valued at $36,000 after buying an additional 291 shares in the last quarter. Albion Financial Group UT grew its holdings in shares of JPMorgan Equity Premium Income ETF by 8,375.0% during the third quarter. Albion Financial Group UT now owns 678 shares of the company’s stock valued at $36,000 after buying an additional 670 shares during the last quarter. BOK Financial Private Wealth Inc. increased its position in shares of JPMorgan Equity Premium Income ETF by 400.0% during the fourth quarter. BOK Financial Private Wealth Inc. now owns 750 shares of the company’s stock worth $42,000 after acquiring an additional 600 shares in the last quarter. Finally, Roble Belko & Company Inc acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth about $42,000.

JPMorgan Equity Premium Income ETF Price Performance

Shares of NYSEARCA JEPI traded up $0.37 during trading on Friday, hitting $56.06. The stock had a trading volume of 3,612,419 shares, compared to its average volume of 3,540,817. The firm has a fifty day moving average of $56.77 and a two-hundred day moving average of $55.48. The company has a market capitalization of $32.90 billion, a PE ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 12 month low of $51.38 and a 12 month high of $57.94.

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.