JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Stock Holdings Trimmed by Realta Investment Advisors

Realta Investment Advisors cut its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 80.1% in the 3rd quarter, Holdings Channel reports. The firm owned 3,057 shares of the company’s stock after selling 12,304 shares during the quarter. Realta Investment Advisors’ holdings in JPMorgan Equity Premium Income ETF were worth $183,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Mattern Wealth Management LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 2.2% during the 3rd quarter. Mattern Wealth Management LLC now owns 8,072 shares of the company’s stock valued at $480,000 after acquiring an additional 174 shares during the last quarter. Empirical Asset Management LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 4.0% in the third quarter. Empirical Asset Management LLC now owns 4,675 shares of the company’s stock valued at $278,000 after buying an additional 179 shares during the period. FSC Wealth Advisors LLC lifted its stake in JPMorgan Equity Premium Income ETF by 2.9% during the second quarter. FSC Wealth Advisors LLC now owns 6,774 shares of the company’s stock worth $384,000 after purchasing an additional 188 shares during the period. Hixon Zuercher LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF by 3.7% during the second quarter. Hixon Zuercher LLC now owns 5,336 shares of the company’s stock worth $302,000 after buying an additional 190 shares in the last quarter. Finally, Hudock Inc. increased its holdings in shares of JPMorgan Equity Premium Income ETF by 4.5% during the third quarter. Hudock Inc. now owns 4,608 shares of the company’s stock worth $274,000 after buying an additional 199 shares in the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

Shares of JPMorgan Equity Premium Income ETF stock opened at $58.47 on Friday. The firm has a 50 day simple moving average of $58.98 and a 200 day simple moving average of $57.43. JPMorgan Equity Premium Income ETF has a fifty-two week low of $52.93 and a fifty-two week high of $59.97. The firm has a market cap of $34.31 billion, a P/E ratio of 24.40 and a beta of 0.53.

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.