Private Trust Co. NA Acquires 1,021 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

by · The Cerbat Gem

Private Trust Co. NA grew its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPIFree Report) by 32.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,128 shares of the company’s stock after acquiring an additional 1,021 shares during the quarter. Private Trust Co. NA’s holdings in JPMorgan Equity Premium Income ETF were worth $237,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of JEPI. Bouchey Financial Group Ltd raised its position in shares of JPMorgan Equity Premium Income ETF by 7.2% during the fourth quarter. Bouchey Financial Group Ltd now owns 441,970 shares of the company’s stock valued at $25,471,000 after buying an additional 29,690 shares during the last quarter. Oppenheimer & Co. Inc. increased its stake in JPMorgan Equity Premium Income ETF by 7.3% during the fourth quarter. Oppenheimer & Co. Inc. now owns 165,832 shares of the company’s stock valued at $9,540,000 after acquiring an additional 11,334 shares during the period. Stegent Equity Advisors Inc. raised its holdings in JPMorgan Equity Premium Income ETF by 2.8% in the 4th quarter. Stegent Equity Advisors Inc. now owns 33,496 shares of the company’s stock valued at $1,927,000 after acquiring an additional 898 shares in the last quarter. NewEdge Wealth LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 1.3% in the 4th quarter. NewEdge Wealth LLC now owns 109,964 shares of the company’s stock worth $6,326,000 after acquiring an additional 1,378 shares during the period. Finally, Whipplewood Advisors LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the 4th quarter worth approximately $2,186,000.

JPMorgan Equity Premium Income ETF Trading Down 1.2 %

JEPI opened at $58.69 on Tuesday. The stock’s 50 day simple moving average is $58.65 and its 200-day simple moving average is $58.97. The stock has a market cap of $39.23 billion, a PE ratio of 25.75 and a beta of 0.61. JPMorgan Equity Premium Income ETF has a 1 year low of $54.77 and a 1 year high of $60.88.

About JPMorgan Equity Premium Income ETF

(Free Report)

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.

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