Moser Wealth Advisors LLC Boosts Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Moser Wealth Advisors LLC lifted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 6.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 47,475 shares of the company’s stock after acquiring an additional 2,750 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for 1.4% of Moser Wealth Advisors LLC’s holdings, making the stock its 16th biggest position. Moser Wealth Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $2,731,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in JEPI. Salomon & Ludwin LLC acquired a new position in shares of JPMorgan Equity Premium Income ETF in the 3rd quarter valued at about $25,000. Ulland Investment Advisors LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF during the 4th quarter valued at approximately $31,000. Running Point Capital Advisors LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 131.2% during the 3rd quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock valued at $38,000 after purchasing an additional 362 shares in the last quarter. Missouri Trust & Investment Co lifted its stake in shares of JPMorgan Equity Premium Income ETF by 737.2% in the 4th quarter. Missouri Trust & Investment Co now owns 720 shares of the company’s stock valued at $41,000 after purchasing an additional 634 shares during the period. Finally, Brown Lisle Cummings Inc. grew its position in JPMorgan Equity Premium Income ETF by 48.0% during the third quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock valued at $47,000 after buying an additional 255 shares during the period.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of JPMorgan Equity Premium Income ETF stock opened at $58.79 on Friday. The firm has a 50-day simple moving average of $58.68 and a two-hundred day simple moving average of $58.66. JPMorgan Equity Premium Income ETF has a fifty-two week low of $54.77 and a fifty-two week high of $60.88. The company has a market cap of $34.50 billion, a P/E ratio of 24.40 and a beta of 0.53.

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.