Oakworth Capital Inc. Grows Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Oakworth Capital Inc. grew its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 3.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 625,019 shares of the company’s stock after buying an additional 19,752 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for about 2.8% of Oakworth Capital Inc.’s investment portfolio, making the stock its 11th largest holding. Oakworth Capital Inc. owned about 0.12% of JPMorgan Equity Premium Income ETF worth $34,364,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Family Management Corp acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the 1st quarter valued at approximately $25,000. Salem Investment Counselors Inc. acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the 4th quarter valued at approximately $27,000. Patriot Investment Management Group Inc. acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the 4th quarter valued at approximately $27,000. Janiczek Wealth Management LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the 3rd quarter valued at approximately $30,000. Finally, Perritt Capital Management Inc. raised its position in shares of JPMorgan Equity Premium Income ETF by 44.4% during the 3rd quarter. Perritt Capital Management Inc. now owns 650 shares of the company’s stock valued at $35,000 after acquiring an additional 200 shares in the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

Shares of JEPI stock traded down $0.21 on Wednesday, hitting $55.49. 2,615,614 shares of the stock traded hands, compared to its average volume of 3,608,559. JPMorgan Equity Premium Income ETF has a 1-year low of $51.38 and a 1-year high of $57.94. The company’s fifty day moving average is $56.86 and its 200 day moving average is $55.26. The company has a market capitalization of $32.51 billion, a PE ratio of 24.51 and a beta of 0.54.

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.