Fortis Advisors LLC Has $578,000 Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Fortis Advisors LLC grew its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 10,054 shares of the company’s stock after purchasing an additional 196 shares during the quarter. Fortis Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $578,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of JEPI. Mattern Wealth Management LLC grew its holdings in JPMorgan Equity Premium Income ETF by 2.2% during the 3rd quarter. Mattern Wealth Management LLC now owns 8,072 shares of the company’s stock worth $480,000 after acquiring an additional 174 shares during the period. Empirical Asset Management LLC boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 4.0% during the 3rd quarter. Empirical Asset Management LLC now owns 4,675 shares of the company’s stock worth $278,000 after buying an additional 179 shares in the last quarter. Aviance Capital Partners LLC grew its position in shares of JPMorgan Equity Premium Income ETF by 1.1% during the 3rd quarter. Aviance Capital Partners LLC now owns 17,314 shares of the company’s stock worth $1,030,000 after buying an additional 194 shares during the period. Hudock Inc. lifted its position in shares of JPMorgan Equity Premium Income ETF by 4.5% during the 3rd quarter. Hudock Inc. now owns 4,608 shares of the company’s stock valued at $274,000 after acquiring an additional 199 shares during the period. Finally, Key Financial Inc boosted its stake in JPMorgan Equity Premium Income ETF by 2.1% during the third quarter. Key Financial Inc now owns 9,798 shares of the company’s stock worth $583,000 after acquiring an additional 200 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.4 %

NYSEARCA:JEPI opened at $57.27 on Tuesday. The firm has a fifty day simple moving average of $59.13 and a two-hundred day simple moving average of $58.39. JPMorgan Equity Premium Income ETF has a 12 month low of $54.72 and a 12 month high of $60.88. The stock has a market capitalization of $33.61 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53.

JPMorgan Equity Premium Income ETF 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.