Newbridge Financial Services Group Inc. Acquires 3,871 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Newbridge Financial Services Group Inc. lifted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 5.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 78,960 shares of the company’s stock after purchasing an additional 3,871 shares during the period. JPMorgan Equity Premium Income ETF accounts for approximately 1.2% of Newbridge Financial Services Group Inc.’s holdings, making the stock its 21st largest holding. Newbridge Financial Services Group Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $4,543,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in JEPI. Kestra Private Wealth Services LLC grew its holdings in JPMorgan Equity Premium Income ETF by 29.6% during the fourth quarter. Kestra Private Wealth Services LLC now owns 490,864 shares of the company’s stock valued at $28,239,000 after purchasing an additional 111,965 shares during the period. Moser Wealth Advisors LLC raised its holdings in JPMorgan Equity Premium Income ETF by 6.1% in the fourth quarter. Moser Wealth Advisors LLC now owns 47,475 shares of the company’s stock worth $2,731,000 after purchasing an additional 2,750 shares during the period. Stephens Inc. AR boosted its position in shares of JPMorgan Equity Premium Income ETF by 3.5% during the fourth quarter. Stephens Inc. AR now owns 525,375 shares of the company’s stock worth $30,225,000 after purchasing an additional 17,728 shares in the last quarter. Summit Wealth & Retirement Planning Inc. grew its holdings in shares of JPMorgan Equity Premium Income ETF by 21.5% in the 4th quarter. Summit Wealth & Retirement Planning Inc. now owns 4,710 shares of the company’s stock valued at $271,000 after buying an additional 832 shares during the period. Finally, Investment Advisory Services Inc. TX ADV increased its position in shares of JPMorgan Equity Premium Income ETF by 9.2% in the 4th quarter. Investment Advisory Services Inc. TX ADV now owns 273,992 shares of the company’s stock valued at $15,763,000 after buying an additional 23,136 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 0.4 %

JEPI stock opened at $58.79 on Friday. JPMorgan Equity Premium Income ETF has a 1-year low of $54.77 and a 1-year high of $60.88. The firm has a market cap of $34.50 billion, a PE ratio of 24.40 and a beta of 0.53. The business’s 50-day moving average price is $58.68 and its two-hundred day moving average price is $58.66.

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.