Atria Wealth Solutions Inc. Lowers Stock Holdings in JPMorgan Equity Premium Income ETF $JEPI

Atria Wealth Solutions Inc. trimmed its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 62.7% during the second quarter, HoldingsChannel reports. The institutional investor owned 507,452 shares of the company’s stock after selling 853,327 shares during the period. JPMorgan Equity Premium Income ETF comprises approximately 0.7% of Atria Wealth Solutions Inc.’s holdings, making the stock its 20th biggest holding. Atria Wealth Solutions Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $28,857,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Atlas Capital Advisors Inc. lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 12.1% in the first quarter. Atlas Capital Advisors Inc. now owns 4,670 shares of the company’s stock worth $267,000 after buying an additional 504 shares in the last quarter. Ritholtz Wealth Management lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 2.5% in the first quarter. Ritholtz Wealth Management now owns 7,827 shares of the company’s stock worth $447,000 after buying an additional 192 shares in the last quarter. GAMMA Investing LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 8.2% in the first quarter. GAMMA Investing LLC now owns 130,565 shares of the company’s stock worth $7,460,000 after buying an additional 9,934 shares in the last quarter. Coastline Trust Co lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 14.0% in the second quarter. Coastline Trust Co now owns 1,981 shares of the company’s stock worth $113,000 after buying an additional 243 shares in the last quarter. Finally, Grandview Asset Management LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 8.6% in the second quarter. Grandview Asset Management LLC now owns 14,976 shares of the company’s stock worth $851,000 after buying an additional 1,181 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 1.3%

Shares of JPMorgan Equity Premium Income ETF stock opened at $56.00 on Monday. JPMorgan Equity Premium Income ETF has a 12-month low of $49.94 and a 12-month high of $60.88. The company has a market cap of $40.52 billion, a price-to-earnings ratio of 23.93 and a beta of 0.62. The company’s 50-day moving average price is $56.77 and its 200-day moving average price is $56.10.

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.