JPMorgan Equity Premium Income ETF $JEPI Shares Bought by World Investment Advisors

World Investment Advisors lifted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 12.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 236,597 shares of the company’s stock after acquiring an additional 26,359 shares during the period. World Investment Advisors’ holdings in JPMorgan Equity Premium Income ETF were worth $13,543,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in JEPI. FNY Investment Advisers LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF in the fourth quarter worth approximately $28,000. EQ Wealth Advisors LLC purchased a new position in JPMorgan Equity Premium Income ETF in the fourth quarter valued at about $29,000. BTG Pactual Asset Management US LLC purchased a new position in JPMorgan Equity Premium Income ETF in the second quarter valued at about $31,000. Logan Capital Management Inc. bought a new stake in shares of JPMorgan Equity Premium Income ETF during the 3rd quarter worth about $33,000. Finally, VSM Wealth Advisory LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF by 84.1% during the 3rd quarter. VSM Wealth Advisory LLC now owns 589 shares of the company’s stock worth $34,000 after acquiring an additional 269 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

NYSEARCA JEPI opened at $56.08 on Wednesday. JPMorgan Equity Premium Income ETF has a twelve month low of $55.15 and a twelve month high of $59.90. The stock has a market capitalization of $44.43 billion, a PE ratio of 23.93 and a beta of 0.56. The stock has a 50-day simple moving average of $57.18 and a 200 day simple moving average of $57.62.

About JPMorgan Equity Premium Income ETF

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.