JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Acquired by CAP Partners LLC

CAP Partners LLC grew its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 21.4% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 65,722 shares of the company’s stock after acquiring an additional 11,595 shares during the quarter. JPMorgan Equity Premium Income ETF comprises 2.7% of CAP Partners LLC’s investment portfolio, making the stock its 9th biggest holding. CAP Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,781,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Clarity Wealth Advisors LLC lifted its stake in JPMorgan Equity Premium Income ETF by 0.7% in the fourth quarter. Clarity Wealth Advisors LLC now owns 55,688 shares of the company’s stock valued at $3,204,000 after buying an additional 401 shares during the last quarter. Tandem Financial LLC purchased a new stake in JPMorgan Equity Premium Income ETF in the 4th quarter valued at $757,000. Citigroup Inc. boosted its stake in JPMorgan Equity Premium Income ETF by 51.8% during the 3rd 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 position in JPMorgan Equity Premium Income ETF during the 4th quarter worth $215,000. Finally, Whittier Trust Co. acquired a new position in JPMorgan Equity Premium Income ETF in the third quarter valued at $108,000.

JPMorgan Equity Premium Income ETF Stock Up 0.5 %

Shares of JEPI stock opened at $59.09 on Tuesday. The stock’s 50-day moving average price is $58.65 and its 200 day moving average price is $58.69. The stock has a market capitalization of $34.68 billion, a PE ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 52-week low of $54.77 and a 52-week 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.