Lionsbridge Wealth Management LLC Has $5.32 Million Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Lionsbridge Wealth Management LLC grew its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 48.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 92,378 shares of the company’s stock after purchasing an additional 30,234 shares during the quarter. JPMorgan Equity Premium Income ETF makes up approximately 4.5% of Lionsbridge Wealth Management LLC’s investment portfolio, making the stock its 4th largest holding. Lionsbridge Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $5,315,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Salomon & Ludwin LLC acquired a new position in JPMorgan Equity Premium Income ETF in the 3rd quarter valued at about $25,000. Running Point Capital Advisors LLC grew its position in shares of JPMorgan Equity Premium Income ETF by 131.2% in the third quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock valued at $38,000 after purchasing an additional 362 shares during the last quarter. Brown Lisle Cummings Inc. increased its stake in shares of JPMorgan Equity Premium Income ETF by 48.0% during the third quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock worth $47,000 after purchasing an additional 255 shares during the period. Pathway Financial Advisers LLC acquired a new stake in JPMorgan Equity Premium Income ETF during the 3rd quarter worth approximately $49,000. Finally, Abound Wealth Management boosted its stake in JPMorgan Equity Premium Income ETF by 1,320.8% in the 4th quarter. Abound Wealth Management now owns 1,094 shares of the company’s stock valued at $63,000 after purchasing an additional 1,017 shares during the period.

JPMorgan Equity Premium Income ETF Price Performance

Shares of NYSEARCA JEPI opened at $58.50 on Monday. The firm has a market cap of $34.33 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. The stock’s fifty day moving average price is $59.02 and its two-hundred day moving average price is $58.44. JPMorgan Equity Premium Income ETF has a one year low of $54.77 and a one year 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.