Guardian Financial Partners LLC Raises Stock Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Guardian Financial Partners LLC raised its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 8.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,602 shares of the company’s stock after purchasing an additional 3,206 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for 1.4% of Guardian Financial Partners LLC’s investment portfolio, making the stock its 21st largest position. Guardian Financial Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $2,278,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Mattern Wealth Management LLC increased its holdings in JPMorgan Equity Premium Income ETF by 2.2% during the third quarter. Mattern Wealth Management LLC now owns 8,072 shares of the company’s stock worth $480,000 after buying an additional 174 shares during the last quarter. Empirical Asset Management LLC increased its stake in shares of JPMorgan Equity Premium Income ETF by 4.0% during the 3rd quarter. Empirical Asset Management LLC now owns 4,675 shares of the company’s stock worth $278,000 after purchasing an additional 179 shares during the last quarter. Aviance Capital Partners LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 1.1% in the 3rd quarter. Aviance Capital Partners LLC now owns 17,314 shares of the company’s stock worth $1,030,000 after purchasing an additional 194 shares during the period. Fortis Advisors LLC lifted its stake in JPMorgan Equity Premium Income ETF by 2.0% in the fourth quarter. Fortis Advisors LLC now owns 10,054 shares of the company’s stock valued at $578,000 after purchasing an additional 196 shares during the last quarter. Finally, Hudock Inc. grew its holdings in JPMorgan Equity Premium Income ETF by 4.5% during the third quarter. Hudock Inc. now owns 4,608 shares of the company’s stock valued at $274,000 after purchasing an additional 199 shares during the period.

JPMorgan Equity Premium Income ETF Price Performance

Shares of JEPI opened at $58.06 on Thursday. JPMorgan Equity Premium Income ETF has a 1 year low of $54.72 and a 1 year high of $60.88. The stock’s fifty day moving average price is $59.07 and its two-hundred day moving average price is $58.39. The firm has a market cap of $34.07 billion, a PE ratio of 24.40 and a beta of 0.53.

About JPMorgan Equity Premium Income ETF

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.