Haverford Trust Co Increases Stock Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Haverford Trust Co boosted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 45.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,029 shares of the company’s stock after buying an additional 6,847 shares during the period. Haverford Trust Co’s holdings in JPMorgan Equity Premium Income ETF were worth $1,267,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. US Bancorp DE lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 28.0% in the fourth quarter. US Bancorp DE now owns 28,673 shares of the company’s stock worth $1,650,000 after buying an additional 6,273 shares in the last quarter. Clarity Wealth Advisors LLC lifted its stake in JPMorgan Equity Premium Income ETF by 0.7% in the 4th quarter. Clarity Wealth Advisors LLC now owns 55,688 shares of the company’s stock worth $3,204,000 after purchasing an additional 401 shares in the last quarter. Tandem Financial LLC purchased a new stake in JPMorgan Equity Premium Income ETF in the 4th quarter worth approximately $757,000. Citigroup Inc. boosted its holdings in JPMorgan Equity Premium Income ETF by 51.8% in the 3rd quarter. Citigroup Inc. now owns 147,827 shares of the company’s stock valued at $8,797,000 after purchasing an additional 50,459 shares during the period. Finally, New England Private Wealth Advisors LLC grew its position in shares of JPMorgan Equity Premium Income ETF by 2.4% during the 4th quarter. New England Private Wealth Advisors LLC now owns 145,266 shares of the company’s stock valued at $8,357,000 after purchasing an additional 3,369 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of JEPI stock opened at $57.79 on Tuesday. The company has a market capitalization of $39.51 billion, a PE ratio of 24.79 and a beta of 0.61. JPMorgan Equity Premium Income ETF has a 52-week low of $54.77 and a 52-week high of $60.88. The business’s fifty day moving average is $58.47 and its 200 day moving average is $58.89.

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.