JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Bought by Harbor Investment Advisory LLC

Harbor Investment Advisory LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 38.8% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 80,099 shares of the company’s stock after buying an additional 22,390 shares during the quarter. Harbor Investment Advisory LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $4,767,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the stock. HHM Wealth Advisors LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF in the 2nd quarter valued at approximately $28,000. Larson Financial Group LLC increased its stake in JPMorgan Equity Premium Income ETF by 129.8% in the 1st quarter. Larson Financial Group LLC now owns 556 shares of the company’s stock valued at $32,000 after buying an additional 314 shares during the period. Burkett Financial Services LLC purchased a new position in JPMorgan Equity Premium Income ETF during the 1st quarter worth $35,000. Morris Financial Concepts Inc. lifted its stake in shares of JPMorgan Equity Premium Income ETF by 114.1% in the 1st quarter. Morris Financial Concepts Inc. now owns 621 shares of the company’s stock worth $36,000 after acquiring an additional 331 shares during the period. Finally, Beaird Harris Wealth Management LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the first quarter valued at about $38,000.

JPMorgan Equity Premium Income ETF Stock Up 0.4 %

NYSEARCA JEPI traded up $0.24 during trading hours on Friday, hitting $59.15. 2,177,139 shares of the stock were exchanged, compared to its average volume of 3,184,878. The company has a market cap of $34.71 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 12-month low of $51.38 and a 12-month high of $59.58. The stock has a 50-day moving average of $58.01 and a 200 day moving average of $57.13.

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.