JSF Financial LLC Grows Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

JSF Financial LLC grew its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 12.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,908 shares of the company’s stock after buying an additional 3,736 shares during the period. JSF Financial LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $1,951,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in JEPI. JPMorgan Chase & Co. boosted its stake in shares of JPMorgan Equity Premium Income ETF by 18.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 22,389,179 shares of the company’s stock valued at $1,332,380,000 after purchasing an additional 3,536,406 shares in the last quarter. Strategic Financial Concepts LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF by 4,498.2% in the 4th quarter. Strategic Financial Concepts LLC now owns 1,301,762 shares of the company’s stock valued at $74,890,000 after purchasing an additional 1,273,452 shares in the last quarter. Eaton Financial Holdings Company LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the 3rd quarter valued at $51,202,000. World Investment Advisors LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF by 748.5% in the 3rd quarter. World Investment Advisors LLC now owns 806,099 shares of the company’s stock valued at $47,971,000 after purchasing an additional 711,094 shares in the last quarter. Finally, Marks Wealth LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the 3rd quarter valued at $29,284,000.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of JPMorgan Equity Premium Income ETF stock opened at $59.09 on Tuesday. JPMorgan Equity Premium Income ETF has a 52-week low of $54.77 and a 52-week high of $60.88. The stock has a market capitalization of $34.68 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. The company has a fifty day moving average of $58.65 and a 200-day moving average of $58.69.

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.