NBT Bank N A NY Increases Holdings in JPMorgan Equity Premium Income ETF $JEPI

NBT Bank N A NY lifted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 90.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 19,535 shares of the company’s stock after acquiring an additional 9,255 shares during the period. NBT Bank N A NY’s holdings in JPMorgan Equity Premium Income ETF were worth $1,107,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in JEPI. Rice Partnership LLC increased its position in JPMorgan Equity Premium Income ETF by 124.5% during the fourth quarter. Rice Partnership LLC now owns 449 shares of the company’s stock valued at $26,000 after acquiring an additional 249 shares during the last quarter. Providence Capital Advisors LLC bought a new stake in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth about $26,000. FNY Investment Advisers LLC bought a new stake in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth about $28,000. Advocate Investing Services LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF during the 1st quarter worth about $28,000. Finally, EQ Wealth Advisors LLC bought a new position in JPMorgan Equity Premium Income ETF during the 4th quarter valued at about $29,000.

JPMorgan Equity Premium Income ETF Price Performance

JPMorgan Equity Premium Income ETF stock opened at $56.71 on Monday. The firm has a market capitalization of $44.96 billion, a P/E ratio of 23.93 and a beta of 0.54. JPMorgan Equity Premium Income ETF has a 1-year low of $55.10 and a 1-year high of $59.90. The company’s 50-day moving average is $56.20 and its 200 day moving average is $57.34.

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