Mosley Wealth Management Has $13.57 Million Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Mosley Wealth Management increased its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 230,152 shares of the company’s stock after purchasing an additional 6,548 shares during the quarter. JPMorgan Equity Premium Income ETF makes up about 8.4% of Mosley Wealth Management’s holdings, making the stock its 2nd biggest position. Mosley Wealth Management’s holdings in JPMorgan Equity Premium Income ETF were worth $13,565,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Sfmg LLC increased its holdings in JPMorgan Equity Premium Income ETF by 2.7% during the 4th quarter. Sfmg LLC now owns 226,778 shares of the company’s stock worth $13,047,000 after acquiring an additional 5,876 shares during the period. Forefront Wealth Management Inc. purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth about $6,802,000. ZEGA Investments LLC bought a new position in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth about $2,038,000. Wealth Advisors of Iowa LLC increased its stake in shares of JPMorgan Equity Premium Income ETF by 4.2% in the 4th quarter. Wealth Advisors of Iowa LLC now owns 242,254 shares of the company’s stock worth $13,937,000 after acquiring an additional 9,754 shares in the last quarter. Finally, AllSquare Wealth Management LLC increased its stake in JPMorgan Equity Premium Income ETF by 8.3% during the 4th quarter. AllSquare Wealth Management LLC now owns 18,568 shares of the company’s stock valued at $1,068,000 after purchasing an additional 1,418 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 0.3 %

JEPI opened at $57.11 on Friday. The company has a market cap of $39.04 billion, a price-to-earnings ratio of 24.79 and a beta of 0.61. The company’s 50 day moving average is $58.46 and its 200 day moving average is $58.89. 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.