Global Trust Asset Management LLC lowered its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 53.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,150 shares of the company’s stock after selling 1,298 shares during the quarter. Global Trust Asset Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $66,000 as of its most recent SEC filing.
A number of other large investors have also made changes to their positions in JEPI. Tallon Kerry Patrick purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the fourth quarter valued at approximately $1,774,000. Capital & Planning LLC grew its position in shares of JPMorgan Equity Premium Income ETF by 16.3% in the fourth quarter. Capital & Planning LLC now owns 9,720 shares of the company’s stock valued at $563,000 after purchasing an additional 1,360 shares in the last quarter. Brighton Jones LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the fourth quarter valued at approximately $402,000. JFS Wealth Advisors LLC grew its position in shares of JPMorgan Equity Premium Income ETF by 6.9% in the fourth quarter. JFS Wealth Advisors LLC now owns 6,620 shares of the company’s stock valued at $381,000 after purchasing an additional 430 shares in the last quarter. Finally, Strategic Advisors LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the fourth quarter valued at approximately $397,000.
JPMorgan Equity Premium Income ETF Price Performance
JEPI stock opened at $55.87 on Wednesday. The business has a 50 day simple moving average of $55.38 and a 200-day simple moving average of $57.13. The firm has a market capitalization of $39.76 billion, a PE ratio of 24.45 and a beta of 0.60. JPMorgan Equity Premium Income ETF has a 1 year low of $49.94 and a 1 year high of $60.88.
About JPMorgan Equity Premium Income ETF
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.
Further Reading
- Five stocks we like better than JPMorgan Equity Premium Income ETF
- Energy and Oil Stocks Explained
- Analyst Downgrades Joby, But Overlooks Major Regulatory Wins
- 3 Stocks to Consider Buying in October
- U.S. Steel Stock Burns the Bears With Surprise Upside Move
- Which Wall Street Analysts are the Most Accurate?
- Lululemon, UNH, Enphase: Bad News, Good Opportunity?
Receive News & Ratings for JPMorgan Equity Premium Income ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Equity Premium Income ETF and related companies with MarketBeat.com's FREE daily email newsletter.