Westshore Wealth LLC Has $5.34 Million Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Westshore Wealth LLC grew its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPIGet Rating) by 38.4% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 96,206 shares of the company’s stock after purchasing an additional 26,699 shares during the quarter. JPMorgan Equity Premium Income ETF makes up 3.5% of Westshore Wealth LLC’s investment portfolio, making the stock its 7th largest position. Westshore Wealth LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $5,335,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently added to or reduced their stakes in JEPI. Rockefeller Capital Management L.P. boosted its holdings in JPMorgan Equity Premium Income ETF by 56.4% in the 4th quarter. Rockefeller Capital Management L.P. now owns 76,277 shares of the company’s stock valued at $4,820,000 after purchasing an additional 27,522 shares during the period. Mutual Advisors LLC increased its stake in JPMorgan Equity Premium Income ETF by 58.9% during the fourth quarter. Mutual Advisors LLC now owns 8,477 shares of the company’s stock valued at $536,000 after acquiring an additional 3,142 shares during the period. Blair William & Co. IL increased its stake in JPMorgan Equity Premium Income ETF by 25.3% during the fourth quarter. Blair William & Co. IL now owns 8,023 shares of the company’s stock valued at $507,000 after acquiring an additional 1,621 shares during the period. LPL Financial LLC increased its stake in JPMorgan Equity Premium Income ETF by 65.7% during the fourth quarter. LPL Financial LLC now owns 85,129 shares of the company’s stock valued at $5,379,000 after acquiring an additional 33,743 shares during the period. Finally, Altavista Wealth Management Inc. increased its stake in JPMorgan Equity Premium Income ETF by 109.8% during the fourth quarter. Altavista Wealth Management Inc. now owns 10,950 shares of the company’s stock valued at $692,000 after acquiring an additional 5,730 shares during the period.

JPMorgan Equity Premium Income ETF Trading Down 1.4 %

JEPI traded down $0.72 on Friday, hitting $52.37. 82,972 shares of the stock traded hands, compared to its average volume of 2,378,860. JPMorgan Equity Premium Income ETF has a 52 week low of $52.54 and a 52 week high of $63.67. The business has a fifty day moving average price of $56.13 and a two-hundred day moving average price of $57.41.

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Institutional Ownership by Quarter for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

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