Wealthspan Partners LLC Increases Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Wealthspan Partners LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 30.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 45,041 shares of the company’s stock after purchasing an additional 10,608 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for about 1.2% of Wealthspan Partners LLC’s holdings, making the stock its 21st largest position. Wealthspan Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $2,591,000 as of its most recent filing with the SEC.

Other large investors have also added to or reduced their stakes in the company. Salomon & Ludwin LLC bought a new stake in JPMorgan Equity Premium Income ETF during the 3rd quarter worth approximately $25,000. Ulland Investment Advisors LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the 4th quarter valued at about $31,000. Running Point Capital Advisors LLC boosted its position in shares of JPMorgan Equity Premium Income ETF by 131.2% during the 3rd quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock valued at $38,000 after acquiring an additional 362 shares during the last quarter. Missouri Trust & Investment Co lifted its position in JPMorgan Equity Premium Income ETF by 737.2% during the fourth quarter. Missouri Trust & Investment Co now owns 720 shares of the company’s stock valued at $41,000 after purchasing an additional 634 shares during the last quarter. Finally, Brown Lisle Cummings Inc. raised its position in shares of JPMorgan Equity Premium Income ETF by 48.0% during the 3rd quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock valued at $47,000 after buying an additional 255 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Down 0.3 %

Shares of JEPI stock opened at $58.97 on Monday. The business has a 50-day moving average price of $58.86 and a two-hundred day moving average price of $58.61. JPMorgan Equity Premium Income ETF has a 12-month low of $54.77 and a 12-month high of $60.88. The firm has a market cap of $34.61 billion, a P/E ratio of 24.40 and a beta of 0.53.

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.