JPMorgan Equity Premium Income ETF $JEPI Position Increased by Oakworth Capital Inc.

Oakworth Capital Inc. lifted its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 0.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 652,489 shares of the company’s stock after acquiring an additional 2,020 shares during the period. JPMorgan Equity Premium Income ETF comprises approximately 2.4% of Oakworth Capital Inc.’s holdings, making the stock its 12th largest position. Oakworth Capital Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $37,094,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in JEPI. Brighton Jones LLC acquired a new position in JPMorgan Equity Premium Income ETF in the 4th quarter worth approximately $402,000. Sanders Morris Harris LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 48.6% in the first quarter. Sanders Morris Harris LLC now owns 12,231 shares of the company’s stock valued at $698,000 after purchasing an additional 4,000 shares in the last quarter. Advance Capital Management Inc. lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 9.5% in the first quarter. Advance Capital Management Inc. now owns 372,621 shares of the company’s stock valued at $21,292,000 after purchasing an additional 32,382 shares in the last quarter. Websterrogers Financial Advisors LLC boosted its position in shares of JPMorgan Equity Premium Income ETF by 8.0% in the first quarter. Websterrogers Financial Advisors LLC now owns 46,063 shares of the company’s stock worth $2,632,000 after buying an additional 3,403 shares during the period. Finally, Fiduciary Alliance LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 40.7% during the first quarter. Fiduciary Alliance LLC now owns 5,741 shares of the company’s stock valued at $328,000 after buying an additional 1,662 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.5%

NYSEARCA:JEPI opened at $56.94 on Monday. The business’s fifty day moving average price is $56.78 and its 200 day moving average price is $56.14. The firm has a market capitalization of $41.09 billion, a price-to-earnings ratio of 23.93 and a beta of 0.62. JPMorgan Equity Premium Income ETF has a 1-year low of $49.94 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.