9,663 Shares in JPMorgan Equity Premium Income ETF $JEPI Bought by Fisher Asset Management LLC

Fisher Asset Management LLC purchased a new stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 9,663 shares of the company’s stock, valued at approximately $553,000.

Other large investors have also recently added to or reduced their stakes in the company. Tcfg Wealth Management LLC increased its holdings in JPMorgan Equity Premium Income ETF by 3,843.5% in the 3rd quarter. Tcfg Wealth Management LLC now owns 831,833 shares of the company’s stock valued at $47,498,000 after buying an additional 810,739 shares during the period. RiverFront Investment Group LLC boosted its holdings in JPMorgan Equity Premium Income ETF by 24.0% during the fourth quarter. RiverFront Investment Group LLC now owns 3,804,642 shares of the company’s stock valued at $217,778,000 after purchasing an additional 737,043 shares in the last quarter. Bank of America Corp DE boosted its holdings in JPMorgan Equity Premium Income ETF by 2.1% during the second quarter. Bank of America Corp DE now owns 33,372,182 shares of the company’s stock valued at $1,897,209,000 after purchasing an additional 690,960 shares in the last quarter. Raymond James Financial Inc. boosted its holdings in JPMorgan Equity Premium Income ETF by 9.9% during the second quarter. Raymond James Financial Inc. now owns 7,072,179 shares of the company’s stock valued at $402,053,000 after purchasing an additional 636,586 shares in the last quarter. Finally, Jones Financial Companies Lllp boosted its holdings in JPMorgan Equity Premium Income ETF by 40.2% during the third quarter. Jones Financial Companies Lllp now owns 2,027,327 shares of the company’s stock valued at $115,436,000 after purchasing an additional 581,218 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 0.3%

NYSEARCA JEPI opened at $56.04 on Friday. The company has a market capitalization of $44.40 billion, a price-to-earnings ratio of 23.93 and a beta of 0.56. The stock’s 50 day moving average is $56.68 and its two-hundred day moving average is $57.54. JPMorgan Equity Premium Income ETF has a 1-year low of $55.15 and a 1-year high of $59.90.

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