Claro Advisors LLC Increases Stock Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Claro Advisors LLC boosted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 7.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,195 shares of the company’s stock after purchasing an additional 4,179 shares during the quarter. Claro Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,290,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Salomon & Ludwin LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the third quarter valued at about $25,000. Running Point Capital Advisors LLC lifted its position in JPMorgan Equity Premium Income ETF by 131.2% in the third quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock valued at $38,000 after purchasing an additional 362 shares during the period. Brown Lisle Cummings Inc. boosted its holdings in JPMorgan Equity Premium Income ETF by 48.0% in the 3rd quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock valued at $47,000 after purchasing an additional 255 shares in the last quarter. Pathway Financial Advisers LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF during the 3rd quarter worth approximately $49,000. Finally, Abound Wealth Management lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 1,320.8% in the 4th quarter. Abound Wealth Management now owns 1,094 shares of the company’s stock valued at $63,000 after buying an additional 1,017 shares during the period.

JPMorgan Equity Premium Income ETF Stock Performance

NYSEARCA:JEPI traded up $0.16 during trading hours on Monday, hitting $57.22. The company’s stock had a trading volume of 2,771,479 shares, compared to its average volume of 3,984,430. JPMorgan Equity Premium Income ETF has a 52-week low of $54.72 and a 52-week high of $60.88. The business’s 50-day moving average is $59.16 and its two-hundred day moving average is $58.38. The company has a market capitalization of $33.58 billion, a PE ratio of 24.40 and a beta of 0.53.

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.