JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Acquired by Sandbox Financial Partners LLC

Sandbox Financial Partners LLC boosted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 4.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 196,643 shares of the company’s stock after buying an additional 7,479 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for about 3.8% of Sandbox Financial Partners LLC’s investment portfolio, making the stock its 6th largest position. Sandbox Financial Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $11,313,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of JEPI. Salomon & Ludwin LLC purchased a new stake in JPMorgan Equity Premium Income ETF during the third quarter valued at about $25,000. Running Point Capital Advisors LLC lifted its holdings in shares of 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 purchasing an additional 362 shares in the last quarter. Brown Lisle Cummings Inc. boosted its position in shares of JPMorgan Equity Premium Income ETF by 48.0% in the third quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock worth $47,000 after buying an additional 255 shares during the period. Pathway Financial Advisers LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF during the third quarter valued at $49,000. Finally, Abound Wealth Management raised its position in JPMorgan Equity Premium Income ETF by 1,320.8% during the fourth quarter. Abound Wealth Management now owns 1,094 shares of the company’s stock valued at $63,000 after buying an additional 1,017 shares during the period.

JPMorgan Equity Premium Income ETF Trading Up 0.4 %

Shares of JPMorgan Equity Premium Income ETF stock opened at $58.50 on Friday. The company has a market cap of $34.33 billion, a P/E ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 1 year low of $54.77 and a 1 year high of $60.88. The stock has a 50-day moving average price of $59.02 and a 200 day moving average price of $58.42.

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.