61,564 Shares in JPMorgan Equity Premium Income ETF $JEPI Bought by WMS Group LLC

WMS Group LLC bought a new stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 61,564 shares of the company’s stock, valued at approximately $3,524,000. JPMorgan Equity Premium Income ETF makes up 4.5% of WMS Group LLC’s investment portfolio, making the stock its 7th largest holding.

Several other hedge funds have also bought and sold shares of JEPI. Walled Lake Planning & Wealth Management LLC increased its position in JPMorgan Equity Premium Income ETF by 2.7% in the fourth quarter. Walled Lake Planning & Wealth Management LLC now owns 6,449 shares of the company’s stock worth $369,000 after buying an additional 171 shares in the last quarter. Wealth Effects LLC raised its stake in shares of JPMorgan Equity Premium Income ETF by 0.6% in the fourth quarter. Wealth Effects LLC now owns 31,606 shares of the company’s stock worth $1,809,000 after buying an additional 173 shares during the period. WESPAC Advisors SoCal LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 4.3% during the 4th quarter. WESPAC Advisors SoCal LLC now owns 4,178 shares of the company’s stock valued at $239,000 after acquiring an additional 174 shares during the period. Aspen Wealth Strategies LLC increased its holdings in JPMorgan Equity Premium Income ETF by 4.5% in the 4th quarter. Aspen Wealth Strategies LLC now owns 4,044 shares of the company’s stock worth $231,000 after acquiring an additional 174 shares in the last quarter. Finally, Morey & Quinn Wealth Partners LLC increased its holdings in JPMorgan Equity Premium Income ETF by 4.9% in the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 3,722 shares of the company’s stock worth $213,000 after acquiring an additional 175 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

NYSEARCA JEPI opened at $56.10 on Friday. JPMorgan Equity Premium Income ETF has a 12 month low of $55.10 and a 12 month high of $59.90. The stock has a market cap of $44.45 billion, a price-to-earnings ratio of 23.93 and a beta of 0.54. The company’s 50 day moving average is $56.48 and its two-hundred day moving average is $57.42.

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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.