JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Holdings Raised by CPA Asset Management LLC

CPA Asset Management LLC grew its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 18.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,981 shares of the company’s stock after purchasing an additional 1,843 shares during the period. CPA Asset Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $659,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of JEPI. Moneta Group Investment Advisors LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF during the fourth quarter valued at $460,136,000. Morgan Stanley lifted its stake in JPMorgan Equity Premium Income ETF by 27.5% in the 4th quarter. Morgan Stanley now owns 21,184,968 shares of the company’s stock worth $1,154,369,000 after acquiring an additional 4,567,129 shares in the last quarter. Envestnet Asset Management Inc. lifted its stake in JPMorgan Equity Premium Income ETF by 41.5% in the 3rd quarter. Envestnet Asset Management Inc. now owns 5,521,187 shares of the company’s stock worth $295,715,000 after acquiring an additional 1,618,295 shares in the last quarter. Bank of New York Mellon Corp raised its stake in shares of JPMorgan Equity Premium Income ETF by 1,421.3% during the 3rd quarter. Bank of New York Mellon Corp now owns 1,536,371 shares of the company’s stock worth $82,288,000 after purchasing an additional 1,435,379 shares in the last quarter. Finally, Osaic Holdings Inc. raised its stake in shares of JPMorgan Equity Premium Income ETF by 22.2% during the 2nd quarter. Osaic Holdings Inc. now owns 6,150,578 shares of the company’s stock worth $340,041,000 after purchasing an additional 1,118,083 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Up 0.1 %

Shares of JEPI traded up $0.08 during midday trading on Thursday, reaching $57.85. 1,979,615 shares of the stock were exchanged, compared to its average volume of 3,533,937. JPMorgan Equity Premium Income ETF has a 12-month low of $51.38 and a 12-month high of $57.87. The firm has a 50 day simple moving average of $56.58 and a 200-day simple moving average of $55.04. The company has a market cap of $29.96 billion, a price-to-earnings ratio of 21.55 and a beta of 0.62.

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.