JPMorgan Equity Premium Income ETF $JEPI Shares Sold by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC decreased its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 15.2% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 133,423 shares of the company’s stock after selling 23,950 shares during the period. EverSource Wealth Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $7,562,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the company. Crewe Advisors LLC grew its holdings in JPMorgan Equity Premium Income ETF by 32.9% in the 4th quarter. Crewe Advisors LLC now owns 38,406 shares of the company’s stock valued at $2,198,000 after buying an additional 9,514 shares during the period. Capital Investment Advisory Services LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 32.7% during the 4th quarter. Capital Investment Advisory Services LLC now owns 225,716 shares of the company’s stock worth $12,920,000 after acquiring an additional 55,610 shares during the period. Apella Capital LLC boosted its position in shares of JPMorgan Equity Premium Income ETF by 2.8% in the fourth quarter. Apella Capital LLC now owns 347,881 shares of the company’s stock worth $19,913,000 after acquiring an additional 9,499 shares during the last quarter. Leo Wealth LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the fourth quarter worth approximately $757,000. Finally, Decker Retirement Planning Inc. grew its holdings in JPMorgan Equity Premium Income ETF by 231.2% in the fourth quarter. Decker Retirement Planning Inc. now owns 83,279 shares of the company’s stock valued at $4,767,000 after purchasing an additional 58,137 shares during the period.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of JEPI stock opened at $57.48 on Wednesday. JPMorgan Equity Premium Income ETF has a one year low of $55.10 and a one year high of $59.90. The company has a 50 day moving average price of $56.27 and a 200 day moving average price of $57.23. The firm has a market capitalization of $45.91 billion, a price-to-earnings ratio of 23.93 and a beta of 0.54.

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.