Waller Financial Planning Group Inc. Has $334,000 Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Waller Financial Planning Group Inc. raised its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 21.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,812 shares of the company’s stock after acquiring an additional 1,041 shares during the period. Waller Financial Planning Group Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $334,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of JEPI. Salomon & Ludwin LLC bought a new stake in JPMorgan Equity Premium Income ETF in the 3rd quarter worth about $25,000. HHM Wealth Advisors LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF during the second quarter valued at approximately $28,000. Running Point Capital Advisors LLC grew its stake in 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 valued at $38,000 after purchasing an additional 362 shares during the period. Brown Lisle Cummings Inc. grew its position in JPMorgan Equity Premium Income ETF by 48.0% during the third quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock valued at $47,000 after buying an additional 255 shares during the period. Finally, Pathway Financial Advisers LLC bought a new position in shares of JPMorgan Equity Premium Income ETF during the 3rd quarter valued at approximately $49,000.

JPMorgan Equity Premium Income ETF Stock Up 0.8 %

JEPI traded up $0.44 during trading hours on Friday, hitting $57.93. The stock had a trading volume of 2,118,987 shares, compared to its average volume of 3,182,829. The stock has a market cap of $34.00 billion, a PE ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 1 year low of $54.62 and a 1 year high of $60.88. The company’s fifty day simple moving average is $59.31 and its 200 day simple moving average is $58.31.

JPMorgan Equity Premium Income ETF Company 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.