Diversified Portfolios Inc. Acquires 335 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Diversified Portfolios Inc. lifted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 4.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,551 shares of the company’s stock after purchasing an additional 335 shares during the period. Diversified Portfolios Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $470,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. AdvisorNet Financial Inc boosted its holdings in JPMorgan Equity Premium Income ETF by 2.4% during the fourth quarter. AdvisorNet Financial Inc now owns 35,624 shares of the company’s stock valued at $1,959,000 after purchasing an additional 830 shares in the last quarter. EP Wealth Advisors LLC acquired a new stake in JPMorgan Equity Premium Income ETF during the third quarter valued at approximately $111,000. Modera Wealth Management LLC acquired a new stake in JPMorgan Equity Premium Income ETF during the third quarter valued at approximately $207,000. Etesian Wealth Advisors Inc. boosted its holdings in JPMorgan Equity Premium Income ETF by 52.9% during the fourth quarter. Etesian Wealth Advisors Inc. now owns 8,331 shares of the company’s stock valued at $458,000 after purchasing an additional 2,881 shares in the last quarter. Finally, MCIA Inc boosted its holdings in JPMorgan Equity Premium Income ETF by 28.1% during the third quarter. MCIA Inc now owns 21,540 shares of the company’s stock valued at $1,159,000 after purchasing an additional 4,729 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Up 0.0 %

JEPI stock traded up $0.01 during trading on Tuesday, hitting $55.70. The company had a trading volume of 3,553,992 shares, compared to its average volume of 3,623,576. The firm has a 50-day moving average price of $56.87 and a 200-day moving average price of $55.25. JPMorgan Equity Premium Income ETF has a 12 month low of $51.38 and a 12 month high of $57.94. The stock has a market cap of $32.63 billion, a price-to-earnings ratio of 24.51 and a beta of 0.54.

JPMorgan Equity Premium Income ETF 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.