Intrua Financial LLC Has $1.05 Million Position in JPMorgan Equity Premium Income ETF $JEPI

Intrua Financial LLC lowered its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 36.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 18,268 shares of the company’s stock after selling 10,628 shares during the quarter. Intrua Financial LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $1,046,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently bought and sold shares of the company. Crewe Advisors LLC boosted its stake in JPMorgan Equity Premium Income ETF by 32.9% during the fourth quarter. Crewe Advisors LLC now owns 38,406 shares of the company’s stock worth $2,198,000 after buying an additional 9,514 shares in the last quarter. Clearstead Trust LLC boosted its stake in JPMorgan Equity Premium Income ETF by 307.8% during the third quarter. Clearstead Trust LLC now owns 79,494 shares of the company’s stock worth $4,539,000 after buying an additional 59,999 shares in the last quarter. Cascade Wealth Advisors Inc boosted its stake in JPMorgan Equity Premium Income ETF by 5.9% during the third quarter. Cascade Wealth Advisors Inc now owns 268,627 shares of the company’s stock worth $15,237,000 after buying an additional 14,899 shares in the last quarter. BG Investment Services Inc. boosted its stake in JPMorgan Equity Premium Income ETF by 49.1% during the third quarter. BG Investment Services Inc. now owns 68,887 shares of the company’s stock worth $3,933,000 after buying an additional 22,670 shares in the last quarter. Finally, Cyndeo Wealth Partners LLC boosted its stake in JPMorgan Equity Premium Income ETF by 90.4% during the fourth quarter. Cyndeo Wealth Partners LLC now owns 26,937 shares of the company’s stock worth $1,542,000 after buying an additional 12,790 shares in the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

JEPI opened at $56.13 on Tuesday. The company has a market capitalization of $44.47 billion, a P/E ratio of 23.93 and a beta of 0.56. The firm’s fifty day moving average price is $56.95 and its two-hundred day moving average price is $57.58. JPMorgan Equity Premium Income ETF has a fifty-two week low of $55.15 and a fifty-two week high of $59.90.

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