12,493 Shares in JPMorgan Equity Premium Income ETF $JEPI Purchased by Heritage Oak Wealth Advisors LLC

Heritage Oak Wealth Advisors LLC bought a new position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 12,493 shares of the company’s stock, valued at approximately $708,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Morgan Stanley increased its holdings in shares of JPMorgan Equity Premium Income ETF by 0.6% during the 4th quarter. Morgan Stanley now owns 47,234,309 shares of the company’s stock worth $2,703,692,000 after buying an additional 261,872 shares during the last quarter. Bank of America Corp DE lifted its holdings in JPMorgan Equity Premium Income ETF by 2.1% in 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 acquiring an additional 690,960 shares during the last quarter. Raymond James Financial Inc. lifted its holdings in JPMorgan Equity Premium Income ETF by 11.4% in the fourth quarter. Raymond James Financial Inc. now owns 8,099,270 shares of the company’s stock valued at $463,602,000 after acquiring an additional 825,889 shares during the last quarter. Nationwide Fund Advisors grew its position in JPMorgan Equity Premium Income ETF by 0.7% in the fourth quarter. Nationwide Fund Advisors now owns 7,089,908 shares of the company’s stock worth $405,826,000 after acquiring an additional 51,190 shares during the period. Finally, Cetera Investment Advisers grew its position in JPMorgan Equity Premium Income ETF by 7.2% in the fourth quarter. Cetera Investment Advisers now owns 5,530,763 shares of the company’s stock worth $316,581,000 after acquiring an additional 370,330 shares during the period.

JPMorgan Equity Premium Income ETF Stock Down 0.6%

JEPI stock opened at $56.12 on Thursday. JPMorgan Equity Premium Income ETF has a 52-week low of $55.10 and a 52-week high of $59.90. The stock has a market cap of $44.43 billion, a price-to-earnings ratio of 23.93 and a beta of 0.54. The business has a fifty day moving average of $56.23 and a two-hundred day moving average of $57.36.

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.