JPMorgan Equity Premium Income ETF $JEPI Shares Acquired by Lebenthal Global Advisors LLC

Lebenthal Global Advisors LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 765,683 shares of the company’s stock after purchasing an additional 16,879 shares during the quarter. JPMorgan Equity Premium Income ETF makes up about 6.8% of Lebenthal Global Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding. Lebenthal Global Advisors LLC owned 0.10% of JPMorgan Equity Premium Income ETF worth $43,828,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. FNY Investment Advisers LLC acquired a new position in JPMorgan Equity Premium Income ETF during the fourth quarter worth $28,000. BTG Pactual Asset Management US LLC bought a new stake in JPMorgan Equity Premium Income ETF during the second quarter worth $31,000. Logan Capital Management Inc. bought a new stake in JPMorgan Equity Premium Income ETF during the third quarter worth $33,000. VSM Wealth Advisory LLC raised its position in JPMorgan Equity Premium Income ETF by 84.1% during the third quarter. VSM Wealth Advisory LLC now owns 589 shares of the company’s stock worth $34,000 after acquiring an additional 269 shares in the last quarter. Finally, BankPlus Trust Department bought a new stake in JPMorgan Equity Premium Income ETF during the fourth quarter worth $34,000.

JPMorgan Equity Premium Income ETF Trading Up 0.5%

NYSEARCA JEPI opened at $57.59 on Friday. The firm’s fifty day moving average price is $57.79 and its two-hundred day moving average price is $57.62. JPMorgan Equity Premium Income ETF has a 1 year low of $54.24 and a 1 year high of $59.90. The firm has a market capitalization of $45.19 billion, a P/E ratio of 23.93 and a beta of 0.58.

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