JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Sold by Legacy Capital Wealth Partners LLC

Legacy Capital Wealth Partners LLC reduced its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 50.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 37,154 shares of the company’s stock after selling 37,150 shares during the quarter. JPMorgan Equity Premium Income ETF makes up 0.5% of Legacy Capital Wealth Partners LLC’s investment portfolio, making the stock its 26th biggest holding. Legacy Capital Wealth Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $2,137,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the business. JPMorgan Chase & Co. lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 18.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 22,389,179 shares of the company’s stock valued at $1,332,380,000 after purchasing an additional 3,536,406 shares during the last quarter. Strategic Financial Concepts LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 4,498.2% in the 4th quarter. Strategic Financial Concepts LLC now owns 1,301,762 shares of the company’s stock valued at $74,890,000 after purchasing an additional 1,273,452 shares during the last quarter. Eaton Financial Holdings Company LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the 3rd quarter valued at about $51,202,000. World Investment Advisors LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 748.5% in the 3rd quarter. World Investment Advisors LLC now owns 806,099 shares of the company’s stock valued at $47,971,000 after purchasing an additional 711,094 shares during the last quarter. Finally, Marks Wealth LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the 3rd quarter valued at about $29,284,000.

JPMorgan Equity Premium Income ETF Stock Performance

JPMorgan Equity Premium Income ETF stock opened at $59.17 on Friday. JPMorgan Equity Premium Income ETF has a fifty-two week low of $54.77 and a fifty-two week high of $60.88. The company has a market capitalization of $34.72 billion, a P/E ratio of 24.40 and a beta of 0.53. The stock has a 50-day simple moving average of $58.58 and a 200-day simple moving average of $58.74.

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.