JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Bought by O ROURKE & COMPANY Inc

O ROURKE & COMPANY Inc lifted its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 17.3% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 64,575 shares of the company’s stock after buying an additional 9,506 shares during the period. JPMorgan Equity Premium Income ETF comprises about 2.2% of O ROURKE & COMPANY Inc’s portfolio, making the stock its 10th biggest holding. O ROURKE & COMPANY Inc’s holdings in JPMorgan Equity Premium Income ETF were worth $3,736,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Morris Financial Concepts Inc. increased its holdings in JPMorgan Equity Premium Income ETF by 114.1% in the 1st quarter. Morris Financial Concepts Inc. now owns 621 shares of the company’s stock worth $36,000 after purchasing an additional 331 shares in the last quarter. Cobblestone Asset Management LLC increased its holdings in JPMorgan Equity Premium Income ETF by 9.0% in the 1st quarter. Cobblestone Asset Management LLC now owns 111,633 shares of the company’s stock worth $6,459,000 after purchasing an additional 9,219 shares in the last quarter. Aviance Capital Partners LLC increased its holdings in JPMorgan Equity Premium Income ETF by 5.4% in the 1st quarter. Aviance Capital Partners LLC now owns 16,100 shares of the company’s stock worth $932,000 after purchasing an additional 826 shares in the last quarter. Chapin Davis Inc. increased its holdings in JPMorgan Equity Premium Income ETF by 223.2% in the 1st quarter. Chapin Davis Inc. now owns 16,855 shares of the company’s stock worth $975,000 after purchasing an additional 11,640 shares in the last quarter. Finally, Scott Capital Advisors LLC increased its holdings in JPMorgan Equity Premium Income ETF by 38.4% in the 1st quarter. Scott Capital Advisors LLC now owns 40,855 shares of the company’s stock worth $2,337,000 after purchasing an additional 11,327 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 1.0 %

JEPI traded down $0.57 on Monday, reaching $56.11. The stock had a trading volume of 3,170,434 shares, compared to its average volume of 3,290,058. The company has a market capitalization of $32.93 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. The firm has a 50-day moving average of $56.59 and a 200-day moving average of $56.32. JPMorgan Equity Premium Income ETF has a fifty-two week low of $51.38 and a fifty-two week high of $57.94.

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.