Venturi Wealth Management LLC Increases Stock Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Venturi Wealth Management LLC grew its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 31.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 21,309 shares of the company’s stock after buying an additional 5,060 shares during the quarter. Venturi Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $1,226,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Alpha Financial Partners LLC grew its stake in JPMorgan Equity Premium Income ETF by 45.5% in the 3rd quarter. Alpha Financial Partners LLC now owns 59,653 shares of the company’s stock valued at $3,550,000 after acquiring an additional 18,662 shares during the last quarter. Creative Planning raised its stake in JPMorgan Equity Premium Income ETF by 44.6% during the third quarter. Creative Planning now owns 139,002 shares of the company’s stock worth $8,272,000 after purchasing an additional 42,854 shares during the period. Brown Lisle Cummings Inc. boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 48.0% in the 3rd 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. Whittier Trust Co. purchased a new stake in shares of JPMorgan Equity Premium Income ETF during the 3rd quarter valued at $108,000. Finally, Foundations Investment Advisors LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 6.4% during the 3rd quarter. Foundations Investment Advisors LLC now owns 282,319 shares of the company’s stock worth $16,801,000 after buying an additional 17,084 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.3 %

Shares of JPMorgan Equity Premium Income ETF stock opened at $59.35 on Wednesday. The stock has a market cap of $34.83 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a twelve month low of $54.77 and a twelve month high of $60.88. The company has a fifty day moving average price of $58.57 and a 200 day moving average price of $58.79.

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.