JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Purchased by Clearstead Trust LLC

Clearstead Trust LLC raised its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 7.9% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 9,042 shares of the company’s stock after buying an additional 662 shares during the quarter. Clearstead Trust LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $497,000 as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of the company. Perritt Capital Management Inc. boosted its stake in shares of JPMorgan Equity Premium Income ETF by 44.4% in the third quarter. Perritt Capital Management Inc. now owns 650 shares of the company’s stock valued at $35,000 after buying an additional 200 shares in the last quarter. Albion Financial Group UT grew its stake in shares of JPMorgan Equity Premium Income ETF by 8,375.0% during the 3rd quarter. Albion Financial Group UT now owns 678 shares of the company’s stock worth $36,000 after purchasing an additional 670 shares during the period. Capital Advisors Ltd. LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 79.3% during the 4th quarter. Capital Advisors Ltd. LLC now owns 658 shares of the company’s stock worth $36,000 after purchasing an additional 291 shares during the period. BOK Financial Private Wealth Inc. increased its holdings in shares of JPMorgan Equity Premium Income ETF by 400.0% in the 4th quarter. BOK Financial Private Wealth Inc. now owns 750 shares of the company’s stock valued at $42,000 after purchasing an additional 600 shares in the last quarter. Finally, Roble Belko & Company Inc acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the fourth quarter valued at about $42,000.

JPMorgan Equity Premium Income ETF Stock Performance

JEPI stock traded up $0.37 during trading on Friday, reaching $56.06. 3,612,419 shares of the company were exchanged, compared to its average volume of 3,540,817. The stock’s 50 day moving average price is $56.77 and its 200 day moving average price is $55.48. JPMorgan Equity Premium Income ETF has a 52-week low of $51.38 and a 52-week high of $57.94. The company has a market cap of $32.90 billion, a P/E ratio of 24.40 and a beta of 0.53.

JPMorgan Equity Premium Income ETF 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.