Goldstone Financial Group LLC Raises Stock Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Goldstone Financial Group LLC grew its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 6.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 68,388 shares of the company’s stock after buying an additional 4,338 shares during the quarter. Goldstone Financial Group LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,934,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. Salomon & Ludwin LLC acquired a new position in JPMorgan Equity Premium Income ETF during the third quarter worth $25,000. Running Point Capital Advisors LLC increased its stake in shares of 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 worth $38,000 after purchasing an additional 362 shares in the last quarter. Brown Lisle Cummings Inc. raised its position 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 purchasing an additional 255 shares during the last quarter. Pathway Financial Advisers LLC acquired a new position in shares of JPMorgan Equity Premium Income ETF during the 3rd quarter worth about $49,000. Finally, Abound Wealth Management lifted its stake in JPMorgan Equity Premium Income ETF by 1,320.8% in the 4th quarter. Abound Wealth Management now owns 1,094 shares of the company’s stock valued at $63,000 after buying an additional 1,017 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.4 %

NYSEARCA:JEPI opened at $58.25 on Friday. The stock has a 50 day moving average of $59.05 and a two-hundred day moving average of $58.39. JPMorgan Equity Premium Income ETF has a 12 month low of $54.72 and a 12 month high of $60.88. The firm has a market cap of $34.18 billion, a P/E ratio of 24.40 and a beta of 0.53.

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.