Fullerton Advisors LLC Acquires New Stake in JPMorgan Equity Premium Income ETF $JEPI

Fullerton Advisors LLC acquired a new stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 38,683 shares of the company’s stock, valued at approximately $2,214,000. JPMorgan Equity Premium Income ETF comprises approximately 2.2% of Fullerton Advisors LLC’s investment portfolio, making the stock its 14th biggest holding.

Other hedge funds have also recently added to or reduced their stakes in the company. FNY Investment Advisers LLC acquired a new position in JPMorgan Equity Premium Income ETF in the 4th quarter valued at $28,000. EQ Wealth Advisors LLC acquired a new position in JPMorgan Equity Premium Income ETF in the 4th quarter valued at $29,000. BTG Pactual Asset Management US LLC acquired a new position in JPMorgan Equity Premium Income ETF in the 2nd quarter valued at $31,000. Logan Capital Management Inc. acquired a new position in JPMorgan Equity Premium Income ETF in the 3rd quarter valued at $33,000. Finally, VSM Wealth Advisory LLC raised its stake in JPMorgan Equity Premium Income ETF by 84.1% in the 3rd quarter. VSM Wealth Advisory LLC now owns 589 shares of the company’s stock valued at $34,000 after purchasing an additional 269 shares during the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

JEPI opened at $56.82 on Monday. The company’s 50 day simple moving average is $57.58 and its two-hundred day simple moving average is $57.65. JPMorgan Equity Premium Income ETF has a 1-year low of $55.15 and a 1-year high of $59.90. The firm has a market capitalization of $45.02 billion, a price-to-earnings ratio of 23.93 and a beta of 0.56.

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.