Schwarz Dygos Wheeler Investment Advisors LLC Has $578,000 Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Schwarz Dygos Wheeler Investment Advisors LLC grew its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 29.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 10,518 shares of the company’s stock after acquiring an additional 2,362 shares during the period. Schwarz Dygos Wheeler Investment Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $578,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently modified their holdings of JEPI. Sapient Capital LLC bought a new stake in shares of JPMorgan Equity Premium Income ETF during the fourth quarter valued at approximately $285,000. AdvisorNet Financial Inc raised its holdings in shares of JPMorgan Equity Premium Income ETF by 2.4% in the fourth quarter. AdvisorNet Financial Inc now owns 35,624 shares of the company’s stock worth $1,959,000 after buying an additional 830 shares during the period. EP Wealth Advisors LLC purchased a new position in JPMorgan Equity Premium Income ETF during the 3rd quarter worth $111,000. Modera Wealth Management LLC bought a new stake in JPMorgan Equity Premium Income ETF during the 3rd quarter valued at $207,000. Finally, Etesian Wealth Advisors Inc. grew its holdings in JPMorgan Equity Premium Income ETF by 52.9% in the fourth quarter. Etesian Wealth Advisors Inc. now owns 8,331 shares of the company’s stock worth $458,000 after purchasing an additional 2,881 shares during the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

JEPI traded up $0.17 on Friday, reaching $56.28. 2,284,349 shares of the stock were exchanged, compared to its average volume of 3,569,882. The company’s 50-day moving average price is $56.83 and its 200 day moving average price is $55.40. JPMorgan Equity Premium Income ETF has a fifty-two week low of $51.38 and a fifty-two week high of $57.94. The firm has a market capitalization of $32.97 billion, a PE ratio of 24.51 and a beta of 0.54.

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.