Sterling Investment Advisors Ltd. Has $8.05 Million Stock Holdings in JPMorgan Equity Premium Income ETF $JEPI

Sterling Investment Advisors Ltd. increased its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 8.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 141,976 shares of the company’s stock after acquiring an additional 10,547 shares during the quarter. JPMorgan Equity Premium Income ETF comprises approximately 1.3% of Sterling Investment Advisors Ltd.’s investment portfolio, making the stock its 16th biggest holding. Sterling Investment Advisors Ltd.’s holdings in JPMorgan Equity Premium Income ETF were worth $8,047,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of JEPI. Rice Partnership LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 124.5% in the 4th quarter. Rice Partnership LLC now owns 449 shares of the company’s stock valued at $26,000 after buying an additional 249 shares in the last quarter. Providence Capital Advisors LLC bought a new position in JPMorgan Equity Premium Income ETF during the fourth quarter worth about $26,000. FNY Investment Advisers LLC bought a new position in JPMorgan Equity Premium Income ETF during the fourth quarter worth about $28,000. Advocate Investing Services LLC acquired a new position in JPMorgan Equity Premium Income ETF in the first quarter valued at about $28,000. Finally, EQ Wealth Advisors LLC acquired a new position in JPMorgan Equity Premium Income ETF in the fourth quarter valued at about $29,000.

JPMorgan Equity Premium Income ETF Price Performance

Shares of JPMorgan Equity Premium Income ETF stock opened at $56.58 on Wednesday. JPMorgan Equity Premium Income ETF has a 1 year low of $55.10 and a 1 year high of $59.90. The company has a market capitalization of $45.04 billion, a P/E ratio of 23.93 and a beta of 0.54. The business has a 50-day moving average of $56.13 and a two-hundred day moving average of $57.30.

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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.