Appleton Partners Inc. MA Has $14.50 Million Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Appleton Partners Inc. MA boosted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 4.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 252,120 shares of the company’s stock after purchasing an additional 11,749 shares during the period. JPMorgan Equity Premium Income ETF comprises about 1.1% of Appleton Partners Inc. MA’s portfolio, making the stock its 25th largest holding. Appleton Partners Inc. MA’s holdings in JPMorgan Equity Premium Income ETF were worth $14,504,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Salomon & Ludwin LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the 3rd quarter valued at approximately $25,000. Ulland Investment Advisors LLC acquired a new stake in JPMorgan Equity Premium Income ETF in the fourth quarter valued at $31,000. Running Point Capital Advisors LLC lifted its stake 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 valued at $38,000 after acquiring an additional 362 shares during the last quarter. Missouri Trust & Investment Co grew its position in shares of JPMorgan Equity Premium Income ETF by 737.2% in the 4th quarter. Missouri Trust & Investment Co now owns 720 shares of the company’s stock valued at $41,000 after acquiring an additional 634 shares during the period. Finally, Brown Lisle Cummings Inc. increased its stake 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 last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

JPMorgan Equity Premium Income ETF stock opened at $58.79 on Friday. JPMorgan Equity Premium Income ETF has a 52 week low of $54.77 and a 52 week high of $60.88. The stock has a market capitalization of $34.50 billion, a P/E ratio of 24.40 and a beta of 0.53. The stock has a 50-day simple moving average of $58.68 and a 200 day simple moving average of $58.64.

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.