SOA Wealth Advisors LLC. Sells 20,156 Shares of JPMorgan Equity Premium Income ETF $JEPI

SOA Wealth Advisors LLC. decreased its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 28.6% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 50,366 shares of the company’s stock after selling 20,156 shares during the quarter. SOA Wealth Advisors LLC.’s holdings in JPMorgan Equity Premium Income ETF were worth $2,863,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in JEPI. Mattern Wealth Management LLC raised its stake in JPMorgan Equity Premium Income ETF by 1.8% during the 2nd quarter. Mattern Wealth Management LLC now owns 10,082 shares of the company’s stock valued at $573,000 after purchasing an additional 178 shares during the period. Highline Wealth Partners LLC grew its stake in JPMorgan Equity Premium Income ETF by 13.5% during the second quarter. Highline Wealth Partners LLC now owns 1,518 shares of the company’s stock valued at $86,000 after acquiring an additional 180 shares in the last quarter. Solutions 4 Wealth Ltd lifted its position in shares of JPMorgan Equity Premium Income ETF by 1.2% in the first quarter. Solutions 4 Wealth Ltd now owns 15,441 shares of the company’s stock worth $882,000 after buying an additional 183 shares in the last quarter. Summit Wealth & Retirement Planning Inc. boosted its stake in JPMorgan Equity Premium Income ETF by 4.0% during the first quarter. Summit Wealth & Retirement Planning Inc. now owns 4,900 shares of the company’s stock valued at $280,000 after buying an additional 190 shares during the last quarter. Finally, Ritholtz Wealth Management grew its holdings in JPMorgan Equity Premium Income ETF by 2.5% during the 1st quarter. Ritholtz Wealth Management now owns 7,827 shares of the company’s stock valued at $447,000 after buying an additional 192 shares in the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

Shares of JEPI opened at $56.85 on Thursday. The business’s 50 day simple moving average is $56.77 and its 200-day simple moving average is $56.15. JPMorgan Equity Premium Income ETF has a 1 year low of $49.94 and a 1 year high of $60.88. The stock has a market capitalization of $41.03 billion, a price-to-earnings ratio of 23.93 and a beta of 0.62.

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.