JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Stock Holdings Cut by Etfidea LLC

Etfidea LLC cut its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 7.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 37,031 shares of the company’s stock after selling 3,123 shares during the period. Etfidea LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $2,099,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the stock. Asset Allocation Strategies LLC boosted its position in shares of JPMorgan Equity Premium Income ETF by 3.6% in the fourth quarter. Asset Allocation Strategies LLC now owns 7,245 shares of the company’s stock worth $398,000 after buying an additional 253 shares during the period. Global Trust Asset Management LLC grew its stake in JPMorgan Equity Premium Income ETF by 146.8% in the 1st quarter. Global Trust Asset Management LLC now owns 1,513 shares of the company’s stock valued at $88,000 after buying an additional 900 shares during the last quarter. Mosley Wealth Management bought a new position in shares of JPMorgan Equity Premium Income ETF in the fourth quarter worth about $578,000. Optimum Investment Advisors boosted its position in shares of JPMorgan Equity Premium Income ETF by 331.3% in the first quarter. Optimum Investment Advisors now owns 1,294 shares of the company’s stock valued at $75,000 after acquiring an additional 994 shares during the period. Finally, Napa Wealth Management acquired a new stake in JPMorgan Equity Premium Income ETF in the 4th quarter worth $1,254,000.

JPMorgan Equity Premium Income ETF Trading Up 0.6 %

Shares of JEPI stock opened at $59.20 on Friday. JPMorgan Equity Premium Income ETF has a 12 month low of $51.38 and a 12 month high of $59.29. The stock has a 50 day moving average of $57.45 and a two-hundred day moving average of $56.95. The company has a market capitalization of $34.74 billion, a P/E ratio of 24.40 and a beta of 0.53.

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.