JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Purchased by Schwarz Dygos Wheeler Investment Advisors LLC

Schwarz Dygos Wheeler Investment Advisors LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 29.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,518 shares of the company’s stock after purchasing an additional 2,362 shares during the quarter. Schwarz Dygos Wheeler Investment Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $578,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Perritt Capital Management Inc. lifted its stake in shares of JPMorgan Equity Premium Income ETF by 44.4% in the 3rd quarter. Perritt Capital Management Inc. now owns 650 shares of the company’s stock worth $35,000 after acquiring an additional 200 shares during the period. Capital Advisors Ltd. LLC boosted its stake in JPMorgan Equity Premium Income ETF by 79.3% during the 4th quarter. Capital Advisors Ltd. LLC now owns 658 shares of the company’s stock valued at $36,000 after purchasing an additional 291 shares in the last quarter. Albion Financial Group UT increased its position in shares of JPMorgan Equity Premium Income ETF by 8,375.0% during the 3rd quarter. Albion Financial Group UT now owns 678 shares of the company’s stock valued at $36,000 after purchasing an additional 670 shares during the period. BOK Financial Private Wealth Inc. raised its stake in shares of JPMorgan Equity Premium Income ETF by 400.0% in the 4th quarter. BOK Financial Private Wealth Inc. now owns 750 shares of the company’s stock worth $42,000 after buying an additional 600 shares in the last quarter. Finally, Roble Belko & Company Inc acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the fourth quarter valued at $42,000.

JPMorgan Equity Premium Income ETF Trading Up 0.3 %

Shares of NYSEARCA JEPI traded up $0.17 during midday trading on Friday, reaching $56.28. The company’s stock had a trading volume of 2,284,349 shares, compared to its average volume of 3,569,882. JPMorgan Equity Premium Income ETF has a one year low of $51.38 and a one year high of $57.94. The company has a market cap of $32.97 billion, a price-to-earnings ratio of 24.51 and a beta of 0.54. The company has a 50 day moving average price of $56.83 and a 200 day moving average price of $55.40.

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.