Fermata Advisors LLC Grows Stock Position in JPMorgan Equity Premium Income ETF $JEPI

Fermata Advisors LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 13.6% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 216,896 shares of the company’s stock after purchasing an additional 25,986 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for about 3.3% of Fermata Advisors LLC’s holdings, making the stock its largest position. Fermata Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $12,331,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Atlas Capital Advisors Inc. boosted its position in shares of JPMorgan Equity Premium Income ETF by 12.1% during the 1st quarter. Atlas Capital Advisors Inc. now owns 4,670 shares of the company’s stock valued at $267,000 after acquiring an additional 504 shares during the last quarter. Ritholtz Wealth Management boosted its position in shares of JPMorgan Equity Premium Income ETF by 2.5% during the 1st quarter. Ritholtz Wealth Management now owns 7,827 shares of the company’s stock valued at $447,000 after acquiring an additional 192 shares during the last quarter. Northern Trust Corp boosted its position in shares of JPMorgan Equity Premium Income ETF by 9.8% during the 4th quarter. Northern Trust Corp now owns 23,525 shares of the company’s stock valued at $1,353,000 after acquiring an additional 2,107 shares during the last quarter. GAMMA Investing LLC boosted its position in shares of JPMorgan Equity Premium Income ETF by 8.2% during the 1st quarter. GAMMA Investing LLC now owns 130,565 shares of the company’s stock valued at $7,460,000 after acquiring an additional 9,934 shares during the last quarter. Finally, White Knight Strategic Wealth Advisors LLC bought a new stake in shares of JPMorgan Equity Premium Income ETF during the 4th quarter valued at about $1,160,000.

JPMorgan Equity Premium Income ETF Trading Down 0.1%

Shares of JEPI opened at $56.77 on Wednesday. The company has a market cap of $40.97 billion, a PE ratio of 23.93 and a beta of 0.62. The stock has a 50-day moving average price of $56.77 and a 200-day moving average price of $56.19. JPMorgan Equity Premium Income ETF has a 12-month low of $49.94 and a 12-month high of $60.88.

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.