Marshall Financial Group LLC Acquires 2,473 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Marshall Financial Group LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 114,575 shares of the company’s stock after purchasing an additional 2,473 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for approximately 1.6% of Marshall Financial Group LLC’s investment portfolio, making the stock its 13th largest holding. Marshall Financial Group LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $6,591,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Park Edge Advisors LLC lifted its holdings in JPMorgan Equity Premium Income ETF by 13.0% during the 4th quarter. Park Edge Advisors LLC now owns 23,074 shares of the company’s stock valued at $1,327,000 after buying an additional 2,658 shares in the last quarter. KFG Wealth Management LLC grew its holdings in JPMorgan Equity Premium Income ETF by 17.8% during the 4th quarter. KFG Wealth Management LLC now owns 29,682 shares of the company’s stock worth $1,708,000 after acquiring an additional 4,493 shares in the last quarter. Andina Capital Management LLC increased its position in JPMorgan Equity Premium Income ETF by 8.1% during the 4th quarter. Andina Capital Management LLC now owns 21,486 shares of the company’s stock valued at $1,236,000 after purchasing an additional 1,610 shares during the period. Archford Capital Strategies LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 109.2% in the 4th quarter. Archford Capital Strategies LLC now owns 9,277 shares of the company’s stock valued at $534,000 after purchasing an additional 4,842 shares in the last quarter. Finally, Patton Albertson Miller Group LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth approximately $260,000.

JPMorgan Equity Premium Income ETF Stock Down 0.1 %

Shares of NYSEARCA:JEPI opened at $59.10 on Friday. The firm has a 50 day moving average of $58.93 and a 200 day moving average of $58.52. The company has a market capitalization of $34.68 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 52 week low of $54.77 and a 52 week high of $60.88.

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.