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

Curran Financial Partners LLC grew its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 9.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 245,554 shares of the company’s stock after acquiring an additional 21,146 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for about 3.7% of Curran Financial Partners LLC’s holdings, making the stock its 7th largest position. Curran Financial Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $14,127,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of JEPI. Salomon & Ludwin LLC bought a new position in JPMorgan Equity Premium Income ETF in the third quarter worth $25,000. Ulland Investment Advisors LLC acquired a new position in shares of JPMorgan Equity Premium Income ETF in the 4th quarter valued at $31,000. Running Point Capital Advisors LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 131.2% during the 3rd quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock worth $38,000 after acquiring an additional 362 shares during the period. Missouri Trust & Investment Co boosted its position in shares of JPMorgan Equity Premium Income ETF by 737.2% during the 4th quarter. Missouri Trust & Investment Co now owns 720 shares of the company’s stock valued at $41,000 after acquiring an additional 634 shares in the last quarter. Finally, Brown Lisle Cummings Inc. increased its stake in 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 valued at $47,000 after acquiring an additional 255 shares during the period.

JPMorgan Equity Premium Income ETF Stock Down 0.1 %

Shares of JEPI opened at $59.10 on Monday. The company has a 50-day moving average price of $58.93 and a two-hundred day moving average price of $58.53. The stock has a market cap 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 12 month low of $54.77 and a 12 month 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.