JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Stock Position Boosted by Silver Oak Securities Incorporated

Silver Oak Securities Incorporated boosted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 59.8% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 46,728 shares of the company’s stock after buying an additional 17,488 shares during the period. Silver Oak Securities Incorporated’s holdings in JPMorgan Equity Premium Income ETF were worth $2,569,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Walter & Keenan Wealth Management LLC IN ADV acquired a new stake in JPMorgan Equity Premium Income ETF in the 3rd quarter valued at about $1,778,000. Retirement Financial Solutions LLC acquired a new stake in JPMorgan Equity Premium Income ETF in the 3rd quarter valued at about $1,137,000. Modus Advisors LLC lifted its holdings in JPMorgan Equity Premium Income ETF by 3.7% in the 3rd quarter. Modus Advisors LLC now owns 19,786 shares of the company’s stock valued at $1,060,000 after acquiring an additional 713 shares during the last quarter. Golden State Equity Partners lifted its holdings in JPMorgan Equity Premium Income ETF by 13.9% in the 3rd quarter. Golden State Equity Partners now owns 24,214 shares of the company’s stock valued at $1,297,000 after acquiring an additional 2,963 shares during the last quarter. Finally, Bfsg LLC lifted its holdings in JPMorgan Equity Premium Income ETF by 8.4% in the 3rd quarter. Bfsg LLC now owns 5,172 shares of the company’s stock valued at $277,000 after acquiring an additional 400 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.3 %

JEPI stock traded up $0.17 during mid-day trading on Friday, reaching $56.28. 2,284,349 shares of the stock traded hands, compared to its average volume of 3,569,882. JPMorgan Equity Premium Income ETF has a 52-week low of $51.38 and a 52-week high of $57.94. The company has a market cap of $32.97 billion, a P/E ratio of 24.51 and a beta of 0.54. The stock’s fifty day moving average is $56.83 and its 200-day moving average is $55.43.

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.