Waller Financial Planning Group Inc. Purchases 1,041 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Waller Financial Planning Group Inc. increased its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 21.8% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,812 shares of the company’s stock after buying an additional 1,041 shares during the period. Waller Financial Planning Group Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $334,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of JEPI. Modus Advisors LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 11.3% in the 4th quarter. Modus Advisors LLC now owns 27,802 shares of the company’s stock valued at $1,599,000 after acquiring an additional 2,815 shares during the last quarter. GAMMA Investing LLC increased its stake in JPMorgan Equity Premium Income ETF by 46.6% in the 4th quarter. GAMMA Investing LLC now owns 120,631 shares of the company’s stock worth $6,940,000 after purchasing an additional 38,342 shares during the period. Penney Financial LLC lifted its position in JPMorgan Equity Premium Income ETF by 0.5% in the third quarter. Penney Financial LLC now owns 78,822 shares of the company’s stock valued at $4,691,000 after purchasing an additional 386 shares during the last quarter. SK Wealth Management LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF during the third quarter valued at approximately $22,838,000. Finally, JPMorgan Chase & Co. increased its position in shares of JPMorgan Equity Premium Income ETF by 18.8% in the third quarter. JPMorgan Chase & Co. now owns 22,389,179 shares of the company’s stock valued at $1,332,380,000 after acquiring an additional 3,536,406 shares during the period.

JPMorgan Equity Premium Income ETF Price Performance

NYSEARCA:JEPI traded up $0.44 during trading hours on Friday, hitting $57.93. The company had a trading volume of 2,118,987 shares, compared to its average volume of 3,182,829. JPMorgan Equity Premium Income ETF has a 52 week low of $54.62 and a 52 week high of $60.88. The company has a market capitalization of $34.00 billion, a PE ratio of 24.40 and a beta of 0.53. The stock has a 50-day moving average price of $59.31 and a 200 day moving average price of $58.31.

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.