RFG Advisory LLC Sells 12,761 Shares of JPMorgan Equity Premium Income ETF $JEPI

RFG Advisory LLC decreased its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 15.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 72,130 shares of the company’s stock after selling 12,761 shares during the quarter. RFG Advisory LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $4,129,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Wealth Effects LLC raised its holdings in JPMorgan Equity Premium Income ETF by 0.6% in the 4th quarter. Wealth Effects LLC now owns 31,606 shares of the company’s stock valued at $1,809,000 after acquiring an additional 173 shares in the last quarter. WESPAC Advisors SoCal LLC boosted its stake in JPMorgan Equity Premium Income ETF by 4.3% in the fourth quarter. WESPAC Advisors SoCal LLC now owns 4,178 shares of the company’s stock valued at $239,000 after buying an additional 174 shares in the last quarter. Aspen Wealth Strategies LLC grew its position in JPMorgan Equity Premium Income ETF by 4.5% in the fourth quarter. Aspen Wealth Strategies LLC now owns 4,044 shares of the company’s stock valued at $231,000 after acquiring an additional 174 shares during the last quarter. Morey & Quinn Wealth Partners LLC raised its stake in JPMorgan Equity Premium Income ETF by 4.9% during the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 3,722 shares of the company’s stock worth $213,000 after acquiring an additional 175 shares in the last quarter. Finally, Hurley Capital LLC raised its stake in JPMorgan Equity Premium Income ETF by 2.0% during the third quarter. Hurley Capital LLC now owns 9,098 shares of the company’s stock worth $519,000 after acquiring an additional 177 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 0.0%

JEPI stock opened at $56.48 on Thursday. The firm has a 50-day moving average price of $57.47 and a 200-day moving average price of $57.65. JPMorgan Equity Premium Income ETF has a 12 month low of $55.15 and a 12 month high of $59.90. The stock has a market capitalization of $44.75 billion, a P/E ratio of 23.93 and a beta of 0.56.

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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.