First National Advisers LLC trimmed its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 201,326 shares of the company’s stock after selling 5,115 shares during the period. JPMorgan Equity Premium Income ETF accounts for 1.9% of First National Advisers LLC’s portfolio, making the stock its 10th largest holding. First National Advisers LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $11,582,000 as of its most recent filing with the SEC.
Other institutional investors also recently bought and sold shares of the company. Bank of Jackson Hole Trust purchased a new position in JPMorgan Equity Premium Income ETF during the fourth quarter valued at $28,000. Duncker Streett & Co. Inc. purchased a new position in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth $28,000. Ulland Investment Advisors LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth $31,000. Creative Capital Management Investments LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth $32,000. Finally, Running Point Capital Advisors LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 131.2% in 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 in the last quarter.
JPMorgan Equity Premium Income ETF Stock Up 1.4 %
Shares of NYSEARCA:JEPI opened at $56.96 on Friday. JPMorgan Equity Premium Income ETF has a 52 week low of $54.77 and a 52 week high of $60.88. The stock has a market capitalization of $38.94 billion, a P/E ratio of 24.79 and a beta of 0.61. The firm has a fifty day simple moving average of $58.51 and a two-hundred day simple moving average of $58.93.
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.
See Also
- Five stocks we like better than JPMorgan Equity Premium Income ETF
- Are Penny Stocks a Good Fit for Your Portfolio?
- Ignore Reports, Apple Won’t Install Starlink with iOS 18.3
- Compound Interest and Why It Matters When Investing
- Casey’s Uptrend Remains Strong—New Highs on the Horizon
- Procter & Gamble (NYSE:PG) Pulls Back After Shaky Guidance
- Taiwan Semiconductor’s Huge U.S. Move—Stock Impact Ahead
Want to see what other hedge funds are holding JEPI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report).
Receive News & Ratings for JPMorgan Equity Premium Income ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Equity Premium Income ETF and related companies with MarketBeat.com's FREE daily email newsletter.
