O ROURKE & COMPANY Inc Has $4.53 Million Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

O ROURKE & COMPANY Inc boosted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 16.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 76,124 shares of the company’s stock after acquiring an additional 10,673 shares during the quarter. JPMorgan Equity Premium Income ETF comprises about 2.3% of O ROURKE & COMPANY Inc’s investment portfolio, making the stock its 9th biggest holding. O ROURKE & COMPANY Inc’s holdings in JPMorgan Equity Premium Income ETF were worth $4,530,000 at the end of the most recent quarter.

Several other hedge funds 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 $25,000. HHM Wealth Advisors LLC purchased a new stake in JPMorgan Equity Premium Income ETF during the second quarter valued at about $28,000. Larson Financial Group LLC boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 129.8% in the first quarter. Larson Financial Group LLC now owns 556 shares of the company’s stock worth $32,000 after buying an additional 314 shares during the period. Beaird Harris Wealth Management LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF in the first quarter worth approximately $38,000. Finally, Whittier Trust Co. of Nevada Inc. increased its position in shares of JPMorgan Equity Premium Income ETF by 105.2% in the first quarter. Whittier Trust Co. of Nevada Inc. now owns 716 shares of the company’s stock worth $41,000 after acquiring an additional 367 shares in the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

JPMorgan Equity Premium Income ETF stock traded down $0.35 during midday trading on Thursday, reaching $58.80. The stock had a trading volume of 1,184,691 shares, compared to its average volume of 3,116,697. JPMorgan Equity Premium Income ETF has a twelve month low of $52.13 and a twelve month high of $59.97. The firm has a market cap of $34.51 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. The firm’s fifty day simple moving average is $58.96 and its two-hundred day simple moving average is $57.41.

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.