JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Stock Position Lifted by Mattern Wealth Management LLC

Mattern Wealth Management LLC grew its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 19.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,672 shares of the company’s stock after acquiring an additional 1,600 shares during the quarter. Mattern Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $556,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in JEPI. Salomon & Ludwin LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the third quarter worth $25,000. Ulland Investment Advisors LLC acquired a new stake in JPMorgan Equity Premium Income ETF during the fourth quarter worth about $31,000. Running Point Capital Advisors LLC lifted its holdings in JPMorgan Equity Premium Income ETF by 131.2% in the third quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock worth $38,000 after acquiring an additional 362 shares during the last quarter. Missouri Trust & Investment Co grew its holdings in shares of JPMorgan Equity Premium Income ETF by 737.2% during the fourth quarter. Missouri Trust & Investment Co now owns 720 shares of the company’s stock valued at $41,000 after purchasing an additional 634 shares during the last quarter. Finally, Brown Lisle Cummings Inc. raised its position in shares of JPMorgan Equity Premium Income ETF by 48.0% during the 3rd quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock worth $47,000 after purchasing an additional 255 shares during the period.

JPMorgan Equity Premium Income ETF Price Performance

NYSEARCA:JEPI opened at $59.29 on Tuesday. The firm has a market capitalization of $34.79 billion, a P/E ratio of 24.40 and a beta of 0.53. The business has a 50 day simple moving average of $58.92 and a 200 day simple moving average of $58.55. JPMorgan Equity Premium Income ETF has a 12-month low of $54.77 and a 12-month high of $60.88.

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.