Helium Advisors LLC Invests $2.43 Million in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Helium Advisors LLC bought a new stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 42,276 shares of the company’s stock, valued at approximately $2,432,000. JPMorgan Equity Premium Income ETF makes up approximately 1.9% of Helium Advisors LLC’s holdings, making the stock its 12th biggest holding.

A number of other institutional investors have also made changes to their positions in the business. Sunbelt Securities Inc. grew its holdings in JPMorgan Equity Premium Income ETF by 1.6% during the 4th quarter. Sunbelt Securities Inc. now owns 31,790 shares of the company’s stock worth $1,843,000 after acquiring an additional 510 shares during the last quarter. Vise Technologies Inc. grew its stake in shares of JPMorgan Equity Premium Income ETF by 122.7% during the fourth quarter. Vise Technologies Inc. now owns 30,158 shares of the company’s stock valued at $1,735,000 after purchasing an additional 16,616 shares during the last quarter. Retirement Planning Group LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 15.2% in the fourth quarter. Retirement Planning Group LLC now owns 53,533 shares of the company’s stock valued at $3,080,000 after purchasing an additional 7,052 shares in the last quarter. Cornerstone Advisory LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 6.7% in the fourth quarter. Cornerstone Advisory LLC now owns 1,844,599 shares of the company’s stock valued at $109,145,000 after purchasing an additional 116,628 shares in the last quarter. Finally, Pacific Center for Financial Services raised its position in JPMorgan Equity Premium Income ETF by 1.4% in the 4th quarter. Pacific Center for Financial Services now owns 668,909 shares of the company’s stock worth $38,482,000 after purchasing an additional 9,048 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

NYSEARCA:JEPI opened at $55.73 on Friday. The company has a market cap of $39.38 billion, a price-to-earnings ratio of 24.55 and a beta of 0.61. The stock’s fifty day moving average price is $55.31 and its two-hundred day moving average price is $57.65. JPMorgan Equity Premium Income ETF has a 52-week low of $49.94 and a 52-week high of $60.88.

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.