WealthPLAN Partners LLC Has $296,000 Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

WealthPLAN Partners LLC lowered its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 18.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,145 shares of the company’s stock after selling 1,140 shares during the period. WealthPLAN Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $296,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Salomon & Ludwin LLC acquired a new position in JPMorgan Equity Premium Income ETF during the third quarter valued at approximately $25,000. Ulland Investment Advisors LLC acquired a new position in JPMorgan Equity Premium Income ETF during the fourth quarter valued at approximately $31,000. Running Point Capital Advisors LLC grew its holdings in JPMorgan Equity Premium Income ETF by 131.2% during the third 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 last quarter. Missouri Trust & Investment Co grew its holdings 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. grew its holdings 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 purchasing an additional 255 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Down 0.2 %

Shares of JEPI stock opened at $59.17 on Friday. JPMorgan Equity Premium Income ETF has a 12 month low of $54.77 and a 12 month high of $60.88. The business’s 50 day moving average is $58.58 and its two-hundred day moving average is $58.74. The company has a market cap of $34.72 billion, a PE ratio of 24.40 and a beta of 0.53.

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.