Evergreen Wealth Management LLC Sells 6,191 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Evergreen Wealth Management LLC lowered its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 5.0% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 117,081 shares of the company’s stock after selling 6,191 shares during the period. JPMorgan Equity Premium Income ETF accounts for approximately 4.0% of Evergreen Wealth Management LLC’s portfolio, making the stock its 7th largest position. Evergreen Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $6,736,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Salomon & Ludwin LLC acquired a new position in shares of JPMorgan Equity Premium Income ETF during the 3rd quarter valued at $25,000. Ulland Investment Advisors LLC acquired a new position in shares of JPMorgan Equity Premium Income ETF during the 4th quarter valued at $31,000. Running Point Capital Advisors LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 131.2% during the 3rd quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock valued at $38,000 after acquiring an additional 362 shares during the period. Missouri Trust & Investment Co increased its stake in JPMorgan Equity Premium Income ETF by 737.2% during the 4th quarter. Missouri Trust & Investment Co now owns 720 shares of the company’s stock valued at $41,000 after purchasing an additional 634 shares in the last quarter. Finally, Brown Lisle Cummings Inc. increased its stake in JPMorgan Equity Premium Income ETF by 48.0% during the 3rd quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock valued at $47,000 after purchasing an additional 255 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 0.2 %

Shares of JEPI stock opened at $59.17 on Monday. The firm has a market capitalization of $34.72 billion, a PE ratio of 24.40 and a beta of 0.53. The firm has a fifty day simple moving average of $58.58 and a two-hundred day simple moving average of $58.75. JPMorgan Equity Premium Income ETF has a 12 month low of $54.77 and a 12 month 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.