JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Stock Holdings Lowered by WealthPLAN Partners LLC

WealthPLAN Partners LLC lowered its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 18.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,145 shares of the company’s stock after selling 1,140 shares during the quarter. WealthPLAN Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $296,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Clarity Wealth Advisors LLC lifted its holdings in JPMorgan Equity Premium Income ETF by 0.7% in the fourth quarter. Clarity Wealth Advisors LLC now owns 55,688 shares of the company’s stock worth $3,204,000 after purchasing an additional 401 shares during the period. Tandem Financial LLC acquired a new stake in JPMorgan Equity Premium Income ETF in the fourth quarter worth about $757,000. Citigroup Inc. lifted its holdings in JPMorgan Equity Premium Income ETF by 51.8% in the third quarter. Citigroup Inc. now owns 147,827 shares of the company’s stock worth $8,797,000 after purchasing an additional 50,459 shares during the period. Accurate Wealth Management LLC acquired a new stake in JPMorgan Equity Premium Income ETF in the fourth quarter worth about $215,000. Finally, Whittier Trust Co. acquired a new stake in JPMorgan Equity Premium Income ETF in the third quarter worth about $108,000.

JPMorgan Equity Premium Income ETF Stock Down 0.2 %

JEPI stock opened at $59.17 on Friday. The company has a market capitalization of $34.72 billion, a P/E ratio of 24.40 and a beta of 0.53. The company has a 50-day simple moving average of $58.58 and a 200 day simple moving average of $58.74. JPMorgan Equity Premium Income ETF has a fifty-two week low of $54.77 and a fifty-two week 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.