Evermay Wealth Management LLC Sells 2,088 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Evermay Wealth Management LLC decreased its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 104,244 shares of the company’s stock after selling 2,088 shares during the period. JPMorgan Equity Premium Income ETF accounts for about 0.9% of Evermay Wealth Management LLC’s portfolio, making the stock its 21st largest holding. Evermay Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $6,028,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of JEPI. Salomon & Ludwin LLC acquired a new position in shares of JPMorgan Equity Premium Income ETF in the third quarter valued at approximately $25,000. Ulland Investment Advisors LLC acquired a new position in JPMorgan Equity Premium Income ETF in the 4th quarter valued at $31,000. Running Point Capital Advisors LLC increased its position in JPMorgan Equity Premium Income ETF by 131.2% during the 3rd quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock worth $38,000 after buying an additional 362 shares during the period. Missouri Trust & Investment Co increased its position in JPMorgan Equity Premium Income ETF by 737.2% during the 4th quarter. Missouri Trust & Investment Co now owns 720 shares of the company’s stock worth $41,000 after buying an additional 634 shares during the period. Finally, Brown Lisle Cummings Inc. boosted its position in shares of JPMorgan Equity Premium Income ETF by 48.0% in the third quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock valued at $47,000 after acquiring an additional 255 shares during the period.

JPMorgan Equity Premium Income ETF Stock Performance

JEPI stock opened at $58.97 on Friday. JPMorgan Equity Premium Income ETF has a 52 week low of $54.77 and a 52 week high of $60.88. The company has a market capitalization of $34.61 billion, a PE ratio of 24.40 and a beta of 0.53. The company’s 50-day simple moving average is $58.86 and its 200 day simple moving average is $58.59.

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.