JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Sold by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC trimmed its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 1.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 106,788 shares of the company’s stock after selling 1,930 shares during the period. Kingswood Wealth Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $6,144,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. JPMorgan Chase & Co. boosted its stake in JPMorgan Equity Premium Income ETF by 18.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 22,389,179 shares of the company’s stock valued at $1,332,380,000 after acquiring an additional 3,536,406 shares during the last quarter. Eaton Financial Holdings Company LLC bought a new position in shares of JPMorgan Equity Premium Income ETF during the third quarter worth about $51,202,000. World Investment Advisors LLC grew its stake in JPMorgan Equity Premium Income ETF by 748.5% in the third quarter. World Investment Advisors LLC now owns 806,099 shares of the company’s stock worth $47,971,000 after purchasing an additional 711,094 shares in the last quarter. Sanctuary Advisors LLC bought a new stake in JPMorgan Equity Premium Income ETF in the second quarter valued at about $31,505,000. Finally, Marks Wealth LLC acquired a new stake in JPMorgan Equity Premium Income ETF during the third quarter valued at approximately $29,284,000.

JPMorgan Equity Premium Income ETF Trading Down 0.1 %

Shares of JEPI opened at $59.10 on Monday. The firm has a market cap of $34.68 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 52 week low of $54.77 and a 52 week high of $60.88. The stock has a 50 day moving average of $58.93 and a 200-day moving average of $58.53.

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.