Rooted Wealth Advisors Inc. Boosts Stock Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Rooted Wealth Advisors Inc. lifted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 5.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 248,038 shares of the company’s stock after buying an additional 12,923 shares during the period. JPMorgan Equity Premium Income ETF comprises 5.6% of Rooted Wealth Advisors Inc.’s holdings, making the stock its 3rd largest holding. Rooted Wealth Advisors Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $14,302,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in JEPI. Salomon & Ludwin LLC bought a new stake in shares of JPMorgan Equity Premium Income ETF in the 3rd quarter worth about $25,000. Ulland Investment Advisors LLC bought a new stake in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth about $31,000. Running Point Capital Advisors LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 131.2% in the 3rd 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 last quarter. Missouri Trust & Investment Co increased its holdings in shares of JPMorgan Equity Premium Income ETF by 737.2% in the 4th 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 last quarter. Finally, Brown Lisle Cummings Inc. increased its holdings in shares of JPMorgan Equity Premium Income ETF by 48.0% in the 3rd 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 last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.4 %

Shares of NYSEARCA:JEPI opened at $59.28 on Friday. The company has a market capitalization of $34.79 billion, a price-to-earnings 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. The firm’s 50-day moving average is $58.60 and its 200 day moving average is $58.72.

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.