Continuum Advisory LLC Has $4.76 Million Stock Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Continuum Advisory LLC boosted its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 31.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 79,641 shares of the company’s stock after purchasing an additional 19,205 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for about 0.6% of Continuum Advisory LLC’s investment portfolio, making the stock its 29th biggest holding. Continuum Advisory LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $4,761,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Mattern Wealth Management LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 2.2% during the 3rd quarter. Mattern Wealth Management LLC now owns 8,072 shares of the company’s stock valued at $480,000 after purchasing an additional 174 shares in the last quarter. Empirical Asset Management LLC lifted its stake in JPMorgan Equity Premium Income ETF by 4.0% in the third quarter. Empirical Asset Management LLC now owns 4,675 shares of the company’s stock valued at $278,000 after buying an additional 179 shares in the last quarter. FSC Wealth Advisors LLC boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 2.9% in the second quarter. FSC Wealth Advisors LLC now owns 6,774 shares of the company’s stock valued at $384,000 after buying an additional 188 shares during the period. Hixon Zuercher LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 3.7% during the second quarter. Hixon Zuercher LLC now owns 5,336 shares of the company’s stock worth $302,000 after acquiring an additional 190 shares in the last quarter. Finally, Aviance Capital Partners LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 1.1% during the third quarter. Aviance Capital Partners LLC now owns 17,314 shares of the company’s stock worth $1,030,000 after acquiring an additional 194 shares during the period.

JPMorgan Equity Premium Income ETF Trading Down 0.1 %

Shares of NYSEARCA JEPI opened at $59.91 on Monday. The company has a fifty day moving average price of $59.61 and a 200 day moving average price of $58.06. The firm has a market cap of $35.16 billion, a PE ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 1-year low of $54.27 and a 1-year high of $60.88.

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.