Global Retirement Partners LLC cut its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 18.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 46,199 shares of the company’s stock after selling 10,411 shares during the period. Global Retirement Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $2,658,000 at the end of the most recent reporting period.
Several other institutional investors also recently bought and sold shares of the business. Semus Wealth Partners LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 9.6% during the 4th quarter. Semus Wealth Partners LLC now owns 59,260 shares of the company’s stock worth $3,409,000 after buying an additional 5,182 shares during the last quarter. Bank of Jackson Hole Trust acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the 4th quarter worth $28,000. Creative Capital Management Investments LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the 4th quarter worth $32,000. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its holdings in shares of JPMorgan Equity Premium Income ETF by 16.7% during the 4th quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 9,839 shares of the company’s stock worth $566,000 after buying an additional 1,409 shares during the last quarter. Finally, Steele Capital Management Inc. increased its holdings in shares of JPMorgan Equity Premium Income ETF by 3.8% during the 4th quarter. Steele Capital Management Inc. now owns 344,275 shares of the company’s stock worth $19,937,000 after buying an additional 12,713 shares during the last quarter.
JPMorgan Equity Premium Income ETF Stock Up 0.6 %
JEPI stock opened at $59.71 on Thursday. The company has a market cap of $35.04 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. The business has a fifty day simple moving average of $58.57 and a 200-day simple moving average of $58.79. 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 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.
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