TrueWealth Advisors LLC lessened its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 7.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 53,194 shares of the company’s stock after selling 4,360 shares during the period. JPMorgan Equity Premium Income ETF accounts for 1.0% of TrueWealth Advisors LLC’s portfolio, making the stock its 20th largest holding. TrueWealth Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,060,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors have also recently bought and sold shares of the company. JPMorgan Chase & Co. raised its position in shares of JPMorgan Equity Premium Income ETF by 18.8% during the third quarter. JPMorgan Chase & Co. now owns 22,389,179 shares of the company’s stock worth $1,332,380,000 after acquiring an additional 3,536,406 shares during the last quarter. Cetera Investment Advisers lifted its position in JPMorgan Equity Premium Income ETF by 1.3% during the 2nd quarter. Cetera Investment Advisers now owns 4,188,012 shares of the company’s stock valued at $237,377,000 after purchasing an additional 52,301 shares during the period. Commonwealth Equity Services LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF by 8.4% in the 3rd quarter. Commonwealth Equity Services LLC now owns 3,665,017 shares of the company’s stock valued at $218,105,000 after purchasing an additional 285,180 shares during the last quarter. HighTower Advisors LLC grew its position in shares of JPMorgan Equity Premium Income ETF by 2.4% during the 3rd quarter. HighTower Advisors LLC now owns 3,573,526 shares of the company’s stock worth $212,643,000 after buying an additional 83,858 shares during the period. Finally, RiverFront Investment Group LLC raised its stake in shares of JPMorgan Equity Premium Income ETF by 5.9% during the second quarter. RiverFront Investment Group LLC now owns 3,005,845 shares of the company’s stock worth $170,371,000 after buying an additional 166,821 shares during the last quarter.
JPMorgan Equity Premium Income ETF Price Performance
Shares of NYSEARCA JEPI opened at $58.50 on Friday. The company’s 50 day simple moving average is $59.02 and its 200 day simple moving average is $58.41. JPMorgan Equity Premium Income ETF has a fifty-two week low of $54.77 and a fifty-two week high of $60.88. The firm has a market capitalization of $34.33 billion, a P/E ratio of 24.40 and a beta of 0.53.
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.
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