Maia Wealth LLC Has $2.57 Million Stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Maia Wealth LLC lifted its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 30.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 43,309 shares of the company’s stock after buying an additional 10,186 shares during the quarter. Maia Wealth LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $2,568,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of JEPI. Bank of Jackson Hole Trust acquired a new stake in JPMorgan Equity Premium Income ETF during the 4th quarter worth about $28,000. Duncker Streett & Co. Inc. bought a new stake in shares of JPMorgan Equity Premium Income ETF during the 4th quarter valued at about $28,000. Ulland Investment Advisors LLC acquired a new stake in JPMorgan Equity Premium Income ETF during the fourth quarter worth approximately $31,000. Creative Capital Management Investments LLC bought a new stake in JPMorgan Equity Premium Income ETF in the fourth quarter worth approximately $32,000. Finally, Running Point Capital Advisors LLC lifted its stake in JPMorgan Equity Premium Income ETF by 131.2% in the third quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock valued at $38,000 after buying an additional 362 shares during the period.

JPMorgan Equity Premium Income ETF Stock Performance

JPMorgan Equity Premium Income ETF stock opened at $59.41 on Friday. The stock’s 50 day moving average price is $58.64 and its two-hundred day moving average price is $58.95. The stock has a market capitalization of $39.71 billion, a price-to-earnings ratio of 25.75 and a beta of 0.61. JPMorgan Equity Premium Income ETF has a 52-week low of $54.77 and a 52-week 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.