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

Wealthspan Partners LLC lifted its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 30.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 45,041 shares of the company’s stock after purchasing an additional 10,608 shares during the period. JPMorgan Equity Premium Income ETF comprises 1.2% of Wealthspan Partners LLC’s investment portfolio, 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 SEC filing.

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

JPMorgan Equity Premium Income ETF Trading Down 0.3 %

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

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.