Calton & Associates Inc. Has $222,000 Stock Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Calton & Associates Inc. lowered its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 93.7% during the fourth quarter, HoldingsChannel.com reports. The firm owned 3,857 shares of the company’s stock after selling 57,418 shares during the period. Calton & Associates Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $222,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Bank of Montreal Can boosted its stake in JPMorgan Equity Premium Income ETF by 8.8% during the 2nd quarter. Bank of Montreal Can now owns 41,865 shares of the company’s stock worth $2,382,000 after acquiring an additional 3,374 shares during the last quarter. AQR Capital Management LLC acquired a new stake in JPMorgan Equity Premium Income ETF in the second quarter worth $295,000. Creative Planning boosted its position in shares of JPMorgan Equity Premium Income ETF by 7.5% during the second quarter. Creative Planning now owns 96,148 shares of the company’s stock worth $5,450,000 after purchasing an additional 6,687 shares in the last quarter. Massmutual Trust Co. FSB ADV grew its holdings in shares of JPMorgan Equity Premium Income ETF by 52.5% in the 3rd quarter. Massmutual Trust Co. FSB ADV now owns 12,068 shares of the company’s stock valued at $718,000 after buying an additional 4,155 shares during the period. Finally, Delta Financial Group Inc. increased its position in shares of JPMorgan Equity Premium Income ETF by 20.8% in the 3rd quarter. Delta Financial Group Inc. now owns 12,459 shares of the company’s stock valued at $741,000 after buying an additional 2,149 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 0.3 %

Shares of JPMorgan Equity Premium Income ETF stock opened at $58.97 on Friday. The stock’s fifty day simple moving average is $58.86 and its 200 day simple moving average is $58.59. The company has a market capitalization of $34.61 billion, a PE ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 12 month low of $54.77 and a 12 month high of $60.88.

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.