JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Bought by Perissos Private Wealth Management LLC

Perissos Private Wealth Management LLC lifted its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 9.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 102,156 shares of the company’s stock after acquiring an additional 8,734 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for approximately 4.4% of Perissos Private Wealth Management LLC’s portfolio, making the stock its 4th largest holding. Perissos Private Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $5,877,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Salomon & Ludwin LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the third quarter valued at about $25,000. Ulland Investment Advisors LLC purchased a new position in JPMorgan Equity Premium Income ETF in the fourth quarter valued at about $31,000. Running Point Capital Advisors LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 131.2% during the 3rd quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock valued at $38,000 after acquiring an additional 362 shares during the period. Missouri Trust & Investment Co boosted its stake in shares of JPMorgan Equity Premium Income ETF by 737.2% during the 4th quarter. Missouri Trust & Investment Co now owns 720 shares of the company’s stock worth $41,000 after acquiring an additional 634 shares in the last quarter. Finally, Brown Lisle Cummings Inc. grew its holdings in shares of JPMorgan Equity Premium Income ETF by 48.0% in the 3rd quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock worth $47,000 after acquiring an additional 255 shares during the period.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of JEPI stock opened at $59.20 on Wednesday. The stock has a market cap of $34.74 billion, a PE 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. The stock has a fifty day moving average price of $58.63 and a 200 day moving average price of $58.71.

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.