Harbor Investment Advisory LLC Increases Stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Harbor Investment Advisory LLC lifted its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 10.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 88,623 shares of the company’s stock after purchasing an additional 8,524 shares during the period. Harbor Investment Advisory LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $5,098,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Salomon & Ludwin LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF during the third quarter valued at about $25,000. Running Point Capital Advisors LLC boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 131.2% during the 3rd quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock valued at $38,000 after buying an additional 362 shares in the last quarter. Brown Lisle Cummings Inc. boosted its stake 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 worth $47,000 after acquiring an additional 255 shares in the last quarter. Pathway Financial Advisers LLC purchased a new stake in JPMorgan Equity Premium Income ETF in the third quarter worth about $49,000. Finally, Abound Wealth Management increased its stake in shares of JPMorgan Equity Premium Income ETF by 1,320.8% during the fourth quarter. Abound Wealth Management now owns 1,094 shares of the company’s stock valued at $63,000 after purchasing an additional 1,017 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Up 0.4 %

JEPI stock opened at $58.50 on Tuesday. The business has a 50 day moving average of $58.99 and a 200 day moving average of $58.45. The firm has a market cap of $34.33 billion, a PE 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.

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.