Comprehensive Financial Planning Inc. PA Acquires New Shares in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Comprehensive Financial Planning Inc. PA bought a new position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 11,189 shares of the company’s stock, valued at approximately $644,000.

A number of other institutional investors also recently bought and sold shares of JEPI. Savant Capital LLC raised its stake in shares of JPMorgan Equity Premium Income ETF by 468.8% during the 4th quarter. Savant Capital LLC now owns 20,613 shares of the company’s stock worth $1,186,000 after buying an additional 16,989 shares during the last quarter. Wagner Wealth Management LLC increased its holdings in JPMorgan Equity Premium Income ETF by 5.6% during the 4th quarter. Wagner Wealth Management LLC now owns 343,408 shares of the company’s stock valued at $19,756,000 after acquiring an additional 18,363 shares in the last quarter. Activest Wealth Management raised its position in JPMorgan Equity Premium Income ETF by 17.3% during the fourth quarter. Activest Wealth Management now owns 12,766 shares of the company’s stock worth $734,000 after acquiring an additional 1,879 shares during the last quarter. Focused Wealth Management Inc lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 14.6% in the fourth quarter. Focused Wealth Management Inc now owns 84,426 shares of the company’s stock valued at $4,857,000 after purchasing an additional 10,727 shares in the last quarter. Finally, Legacy Financial Strategies LLC grew its position in shares of JPMorgan Equity Premium Income ETF by 12.5% in the fourth quarter. Legacy Financial Strategies LLC now owns 18,355 shares of the company’s stock valued at $1,055,000 after purchasing an additional 2,041 shares during the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

Shares of JEPI opened at $58.79 on Monday. JPMorgan Equity Premium Income ETF has a 1-year low of $54.77 and a 1-year high of $60.88. The stock has a market cap of $34.50 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. The firm has a 50 day simple moving average of $58.68 and a 200-day simple moving average of $58.67.

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.