JPMorgan Equity Premium Income ETF $JEPI Stock Holdings Lifted by Sterling Investment Counsel LLC

Sterling Investment Counsel LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 9.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 532,358 shares of the company’s stock after purchasing an additional 46,257 shares during the period. JPMorgan Equity Premium Income ETF accounts for about 8.5% of Sterling Investment Counsel LLC’s portfolio, making the stock its 2nd largest holding. Sterling Investment Counsel LLC owned approximately 0.07% of JPMorgan Equity Premium Income ETF worth $30,174,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also made changes to their positions in the company. Rice Partnership LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 124.5% in the fourth quarter. Rice Partnership LLC now owns 449 shares of the company’s stock valued at $26,000 after purchasing an additional 249 shares during the last quarter. Providence Capital Advisors LLC acquired a new position in JPMorgan Equity Premium Income ETF during the fourth quarter worth $26,000. FNY Investment Advisers LLC acquired a new position in JPMorgan Equity Premium Income ETF during the fourth quarter worth $28,000. EQ Wealth Advisors LLC acquired a new position in JPMorgan Equity Premium Income ETF during the fourth quarter worth $29,000. Finally, Monetary Solutions Ltd purchased a new stake in JPMorgan Equity Premium Income ETF in the 4th quarter valued at $30,000.

JPMorgan Equity Premium Income ETF Price Performance

Shares of JEPI opened at $56.10 on Monday. JPMorgan Equity Premium Income ETF has a 52-week low of $55.10 and a 52-week high of $59.90. The company has a market capitalization of $44.45 billion, a PE ratio of 23.93 and a beta of 0.54. The stock has a fifty day simple moving average of $56.48 and a two-hundred day simple moving average of $57.43.

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