Haverford Trust Co Buys 6,847 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Haverford Trust Co lifted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 45.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 22,029 shares of the company’s stock after acquiring 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 SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Consolidated Planning Corp boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 0.5% in the 4th quarter. Consolidated Planning Corp now owns 33,567 shares of the company’s stock worth $1,931,000 after purchasing an additional 179 shares in the last quarter. Landmark Wealth Management LLC lifted its position in 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 worth $221,000 after buying an additional 185 shares during the last quarter. Fortis Advisors LLC lifted its position in JPMorgan Equity Premium Income ETF by 2.0% in 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. Beam Wealth Advisors Inc. boosted its stake in JPMorgan Equity Premium Income ETF by 0.4% in the fourth quarter. Beam Wealth Advisors Inc. now owns 51,249 shares of the company’s stock worth $2,948,000 after buying an additional 196 shares in the last quarter. Finally, Lakeridge Wealth Management LLC grew its position in JPMorgan Equity Premium Income ETF by 2.7% during the fourth quarter. Lakeridge Wealth Management LLC now owns 7,850 shares of the company’s stock valued at $452,000 after acquiring an additional 206 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of JEPI opened at $57.79 on Tuesday. JPMorgan Equity Premium Income ETF has a fifty-two week low of $54.77 and a fifty-two week high of $60.88. The firm has a 50 day moving average price of $58.47 and a 200-day moving average price of $58.89. The firm has a market cap of $39.51 billion, a price-to-earnings ratio of 24.79 and a beta of 0.61.

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.