JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Sold by Clearstead Trust LLC

Clearstead Trust LLC trimmed its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 17.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 7,487 shares of the company’s stock after selling 1,555 shares during the period. Clearstead Trust LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $431,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Montis Financial LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF by 7.9% during the 4th quarter. Montis Financial LLC now owns 101,284 shares of the company’s stock worth $5,827,000 after purchasing an additional 7,414 shares during the last quarter. J. L. Bainbridge & Co. Inc. boosted its stake in shares of JPMorgan Equity Premium Income ETF by 24.9% during the 4th quarter. J. L. Bainbridge & Co. Inc. now owns 5,318 shares of the company’s stock worth $306,000 after purchasing an additional 1,061 shares during the last quarter. Kestra Advisory Services LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF by 21.5% during the 4th quarter. Kestra Advisory Services LLC now owns 1,321,467 shares of the company’s stock worth $76,024,000 after purchasing an additional 233,502 shares during the last quarter. Hilton Capital Management LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF by 10,733.3% during the 4th quarter. Hilton Capital Management LLC now owns 520,541 shares of the company’s stock worth $29,947,000 after purchasing an additional 515,736 shares during the last quarter. Finally, Integras Partners LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the 4th quarter worth about $1,887,000.

JPMorgan Equity Premium Income ETF Price Performance

JPMorgan Equity Premium Income ETF stock opened at $56.96 on Friday. JPMorgan Equity Premium Income ETF has a 12-month low of $54.77 and a 12-month high of $60.88. The stock has a market capitalization of $38.08 billion, a P/E ratio of 25.75 and a beta of 0.61. The firm’s 50-day moving average is $58.51 and its two-hundred day moving average is $58.93.

JPMorgan Equity Premium Income ETF 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.