Schwarz Dygos Wheeler Investment Advisors LLC Buys 3,809 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Schwarz Dygos Wheeler Investment Advisors LLC boosted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 21.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 21,448 shares of the company’s stock after purchasing an additional 3,809 shares during the quarter. Schwarz Dygos Wheeler Investment Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $1,234,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in JEPI. Bank of Jackson Hole Trust acquired a new position in shares of JPMorgan Equity Premium Income ETF in the 4th quarter valued at $28,000. Duncker Streett & Co. Inc. bought a new position in JPMorgan Equity Premium Income ETF during the fourth quarter worth about $28,000. Ulland Investment Advisors LLC acquired a new position in JPMorgan Equity Premium Income ETF in the fourth quarter valued at about $31,000. Creative Capital Management Investments LLC bought a new stake in shares of JPMorgan Equity Premium Income ETF in the fourth quarter worth about $32,000. Finally, Running Point Capital Advisors LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 131.2% in the third quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock worth $38,000 after acquiring an additional 362 shares in the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

NYSEARCA:JEPI opened at $58.20 on Monday. The business’s 50-day simple moving average is $58.60 and its 200-day simple moving average is $58.98. JPMorgan Equity Premium Income ETF has a fifty-two week low of $54.77 and a fifty-two week high of $60.88. The stock has a market capitalization of $38.91 billion, a PE ratio of 25.75 and a beta of 0.61.

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.