JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) is Oakworth Capital Inc.’s 10th Largest Position

Oakworth Capital Inc. lifted its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 644,221 shares of the company’s stock after purchasing an additional 17,157 shares during the period. JPMorgan Equity Premium Income ETF accounts for about 2.5% of Oakworth Capital Inc.’s investment portfolio, making the stock its 10th biggest position. Oakworth Capital Inc. owned approximately 0.11% of JPMorgan Equity Premium Income ETF worth $37,062,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Salomon & Ludwin LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the third quarter valued at approximately $25,000. Ulland Investment Advisors LLC purchased a new stake in JPMorgan Equity Premium Income ETF during the fourth quarter worth $31,000. Running Point Capital Advisors LLC lifted its holdings in JPMorgan Equity Premium Income ETF by 131.2% during the third quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock worth $38,000 after buying an additional 362 shares during the period. Missouri Trust & Investment Co lifted its holdings in JPMorgan Equity Premium Income ETF by 737.2% during the fourth quarter. Missouri Trust & Investment Co now owns 720 shares of the company’s stock worth $41,000 after buying an additional 634 shares during the period. Finally, Brown Lisle Cummings Inc. lifted its holdings in JPMorgan Equity Premium Income ETF by 48.0% during the third quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock worth $47,000 after buying an additional 255 shares during the period.

JPMorgan Equity Premium Income ETF Trading Up 0.5 %

Shares of JEPI stock opened at $58.94 on Thursday. The business’s fifty day simple moving average is $58.75 and its 200-day simple moving average is $58.63. The company has a market cap of $34.59 billion, a PE ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 12-month low of $54.77 and a 12-month high of $60.88.

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.