Vigilare Wealth Management cut its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 31.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 37,725 shares of the company’s stock after selling 17,199 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for about 0.9% of Vigilare Wealth Management’s portfolio, making the stock its 18th biggest position. Vigilare Wealth Management’s holdings in JPMorgan Equity Premium Income ETF were worth $2,170,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors also recently modified their holdings of the stock. CoreCap Advisors LLC purchased a new position in JPMorgan Equity Premium Income ETF during the 2nd quarter worth $332,000. Wealthspire Advisors LLC purchased a new stake in JPMorgan Equity Premium Income ETF in the 2nd quarter valued at about $1,853,000. Envestnet Asset Management Inc. lifted its position in shares of JPMorgan Equity Premium Income ETF by 8.2% during the 2nd quarter. Envestnet Asset Management Inc. now owns 7,104,167 shares of the company’s stock worth $402,664,000 after buying an additional 539,682 shares in the last quarter. ICA Group Wealth Management LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF by 13.6% in the 2nd quarter. ICA Group Wealth Management LLC now owns 80,907 shares of the company’s stock worth $4,586,000 after buying an additional 9,703 shares during the last quarter. Finally, Perissos Private Wealth Management LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 20.5% in the second quarter. Perissos Private Wealth Management LLC now owns 70,601 shares of the company’s stock valued at $4,002,000 after acquiring an additional 12,009 shares in the last quarter.
JPMorgan Equity Premium Income ETF Stock Up 0.4 %
JEPI stock traded up $0.20 during midday trading on Monday, hitting $57.26. The company’s stock had a trading volume of 3,179,388 shares, compared to its average volume of 4,002,774. The stock has a market cap of $33.60 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. The stock’s 50-day moving average price is $59.16 and its 200 day moving average price is $58.38. JPMorgan Equity Premium Income ETF has a 1 year low of $54.72 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.
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