Tobias Financial Advisors Inc. increased its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 8.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 289,257 shares of the company’s stock after acquiring an additional 23,533 shares during the period. JPMorgan Equity Premium Income ETF comprises approximately 2.3% of Tobias Financial Advisors Inc.’s portfolio, making the stock its 13th biggest holding. Tobias Financial Advisors Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $16,557,000 at the end of the most recent quarter.
Other institutional investors also recently modified their holdings of the company. Rice Partnership LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 124.5% in the fourth quarter. Rice Partnership LLC now owns 449 shares of the company’s stock valued at $26,000 after acquiring an additional 249 shares in the last quarter. Providence Capital Advisors LLC bought a new position in shares of JPMorgan Equity Premium Income ETF in the fourth quarter valued at approximately $26,000. FNY Investment Advisers LLC bought a new position in shares of JPMorgan Equity Premium Income ETF in the fourth quarter valued at approximately $28,000. EQ Wealth Advisors LLC bought a new position in shares of JPMorgan Equity Premium Income ETF in the fourth quarter valued at approximately $29,000. Finally, BTG Pactual Asset Management US LLC bought a new position in shares of JPMorgan Equity Premium Income ETF in the second quarter valued at approximately $31,000.
JPMorgan Equity Premium Income ETF Price Performance
JEPI stock opened at $56.04 on Monday. The business has a 50 day moving average of $56.53 and a 200-day moving average of $57.47. JPMorgan Equity Premium Income ETF has a 12-month low of $55.10 and a 12-month high of $59.90. The firm has a market cap of $44.40 billion, a PE ratio of 23.93 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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.
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