Oak Harbor Wealth Partners LLC Trims Stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Oak Harbor Wealth Partners LLC reduced its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 0.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 61,119 shares of the company’s stock after selling 488 shares during the quarter. JPMorgan Equity Premium Income ETF comprises about 1.0% of Oak Harbor Wealth Partners LLC’s portfolio, making the stock its 25th biggest position. Oak Harbor Wealth Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,516,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of JEPI. Bank of Jackson Hole Trust purchased a new position in JPMorgan Equity Premium Income ETF during the 4th quarter worth $28,000. Duncker Streett & Co. Inc. purchased a new position in JPMorgan Equity Premium Income ETF during the 4th quarter worth $28,000. Ulland Investment Advisors LLC bought a new stake in JPMorgan Equity Premium Income ETF during the 4th quarter valued at $31,000. Creative Capital Management Investments LLC bought a new stake in JPMorgan Equity Premium Income ETF during the 4th quarter valued at $32,000. Finally, Running Point Capital Advisors LLC boosted 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 valued at $38,000 after acquiring an additional 362 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.6 %

Shares of NYSEARCA JEPI opened at $58.20 on Friday. The stock has a market capitalization of $38.91 billion, a PE ratio of 25.75 and a beta of 0.61. The stock’s fifty day simple moving average is $58.60 and its two-hundred day simple moving average is $58.97. JPMorgan Equity Premium Income ETF has a 12-month low of $54.77 and a 12-month high of $60.88.

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.