Wealthcare Capital Partners LLC Takes $2 Million Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Wealthcare Capital Partners LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 34,759 shares of the company’s stock, valued at approximately $2,000,000. JPMorgan Equity Premium Income ETF makes up approximately 1.0% of Wealthcare Capital Partners LLC’s portfolio, making the stock its 21st largest holding.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Mattern Wealth Management LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 2.2% during the 3rd quarter. Mattern Wealth Management LLC now owns 8,072 shares of the company’s stock worth $480,000 after buying an additional 174 shares during the last quarter. Empirical Asset Management LLC lifted its position in JPMorgan Equity Premium Income ETF by 4.0% in the third quarter. Empirical Asset Management LLC now owns 4,675 shares of the company’s stock valued at $278,000 after acquiring an additional 179 shares during the last quarter. Landmark Wealth Management LLC boosted its stake in JPMorgan Equity Premium Income ETF by 5.1% in the fourth quarter. Landmark Wealth Management LLC now owns 3,833 shares of the company’s stock valued at $221,000 after acquiring an additional 185 shares in the last quarter. Aviance Capital Partners LLC boosted its position in shares of JPMorgan Equity Premium Income ETF by 1.1% in the 3rd quarter. Aviance Capital Partners LLC now owns 17,314 shares of the company’s stock valued at $1,030,000 after purchasing an additional 194 shares during the period. Finally, Fortis Advisors LLC grew its stake in JPMorgan Equity Premium Income ETF by 2.0% during the 4th quarter. Fortis Advisors LLC now owns 10,054 shares of the company’s stock worth $578,000 after buying an additional 196 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Up 0.5 %

JEPI opened at $59.09 on Tuesday. The firm has a market cap of $34.68 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 52 week low of $54.77 and a 52 week high of $60.88. The business’s 50 day moving average is $58.65 and its two-hundred day moving average is $58.69.

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.