JPMorgan Equity Premium Income ETF $JEPI Stock Holdings Lifted by Mountain Capital Investment Advisors Inc.

Mountain Capital Investment Advisors Inc. raised its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 5.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 300,208 shares of the company’s stock after buying an additional 15,168 shares during the quarter. JPMorgan Equity Premium Income ETF comprises 2.8% of Mountain Capital Investment Advisors Inc.’s holdings, making the stock its 8th largest position. Mountain Capital Investment Advisors Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $17,595,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. FNY Investment Advisers LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF in the 4th quarter valued at approximately $28,000. BTG Pactual Asset Management US LLC acquired a new stake in JPMorgan Equity Premium Income ETF in the 2nd quarter worth approximately $31,000. Logan Capital Management Inc. purchased a new stake in JPMorgan Equity Premium Income ETF during the 3rd quarter worth approximately $33,000. VSM Wealth Advisory LLC increased its stake in JPMorgan Equity Premium Income ETF by 84.1% during the 3rd quarter. VSM Wealth Advisory LLC now owns 589 shares of the company’s stock valued at $34,000 after purchasing an additional 269 shares in the last quarter. Finally, BankPlus Trust Department acquired a new position in JPMorgan Equity Premium Income ETF during the 4th quarter valued at approximately $34,000.

JPMorgan Equity Premium Income ETF Trading Up 0.5%

NYSEARCA JEPI opened at $57.59 on Friday. JPMorgan Equity Premium Income ETF has a 12-month low of $54.24 and a 12-month high of $59.90. The company has a fifty day simple moving average of $57.79 and a two-hundred day simple moving average of $57.62. The stock has a market cap of $45.19 billion, a P/E ratio of 23.93 and a beta of 0.58.

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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.