Great Valley Advisor Group Inc. Grows Stock Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Great Valley Advisor Group Inc. raised its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 85.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 104,301 shares of the company’s stock after purchasing an additional 47,971 shares during the quarter. Great Valley Advisor Group Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $6,001,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in JEPI. BOS Asset Management LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 3.5% in the 4th quarter. BOS Asset Management LLC now owns 4,982 shares of the company’s stock valued at $287,000 after acquiring an additional 170 shares during the last quarter. Consolidated Planning Corp raised its position in JPMorgan Equity Premium Income ETF by 0.5% during the fourth quarter. Consolidated Planning Corp now owns 33,567 shares of the company’s stock valued at $1,931,000 after purchasing an additional 179 shares during the period. Landmark Wealth Management LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 5.1% in the 4th quarter. Landmark Wealth Management LLC now owns 3,833 shares of the company’s stock valued at $221,000 after purchasing an additional 185 shares during the last quarter. Beam Wealth Advisors Inc. lifted its stake in shares of JPMorgan Equity Premium Income ETF by 0.4% in the 4th quarter. Beam Wealth Advisors Inc. now owns 51,249 shares of the company’s stock valued at $2,948,000 after purchasing an additional 196 shares during the last quarter. Finally, Texas Yale Capital Corp. boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 4.6% in the 4th quarter. Texas Yale Capital Corp. now owns 4,550 shares of the company’s stock worth $262,000 after purchasing an additional 200 shares during the period.

JPMorgan Equity Premium Income ETF Stock Down 0.4%

Shares of JEPI opened at $55.52 on Monday. The business has a fifty day moving average of $55.28 and a 200 day moving average of $57.60. The company has a market cap of $39.23 billion, a PE ratio of 24.55 and a beta of 0.61. JPMorgan Equity Premium Income ETF has a 52-week low of $49.94 and a 52-week high of $60.88.

About JPMorgan Equity Premium Income ETF

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.