JPMorgan Equity Premium Income ETF $JEPI Position Trimmed by Goldstone Financial Group LLC

Goldstone Financial Group LLC decreased its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 25.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 47,899 shares of the company’s stock after selling 16,752 shares during the period. Goldstone Financial Group LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $2,735,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Mattern Wealth Management LLC increased its stake in JPMorgan Equity Premium Income ETF by 1.8% in the 2nd quarter. Mattern Wealth Management LLC now owns 10,082 shares of the company’s stock valued at $573,000 after buying an additional 178 shares during the period. Highline Wealth Partners LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF by 13.5% during the 2nd quarter. Highline Wealth Partners LLC now owns 1,518 shares of the company’s stock valued at $86,000 after buying an additional 180 shares during the period. First Horizon Advisors Inc. grew its holdings in shares of JPMorgan Equity Premium Income ETF by 9.0% during the 2nd quarter. First Horizon Advisors Inc. now owns 2,221 shares of the company’s stock valued at $126,000 after acquiring an additional 183 shares in the last quarter. SimpliFi Inc. grew its holdings in shares of JPMorgan Equity Premium Income ETF by 2.6% during the 2nd quarter. SimpliFi Inc. now owns 7,345 shares of the company’s stock valued at $418,000 after acquiring an additional 186 shares in the last quarter. Finally, Blue Chip Partners LLC increased its stake in shares of JPMorgan Equity Premium Income ETF by 1.2% in the second quarter. Blue Chip Partners LLC now owns 16,355 shares of the company’s stock worth $930,000 after acquiring an additional 192 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.1%

Shares of NYSEARCA:JEPI opened at $58.02 on Monday. The firm has a market cap of $41.53 billion, a price-to-earnings ratio of 23.93 and a beta of 0.60. JPMorgan Equity Premium Income ETF has a 1 year low of $49.94 and a 1 year high of $59.73. The business has a fifty day simple moving average of $57.18 and a 200 day simple moving average of $56.87.

JPMorgan Equity Premium Income ETF 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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.