JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Sold by Trust Co. of Vermont

Trust Co. of Vermont cut its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 13.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,900 shares of the company’s stock after selling 300 shares during the period. Trust Co. of Vermont’s holdings in JPMorgan Equity Premium Income ETF were worth $109,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the stock. Gill Capital Partners LLC increased its stake in JPMorgan Equity Premium Income ETF by 1.3% during the fourth quarter. Gill Capital Partners LLC now owns 41,596 shares of the company’s stock valued at $2,393,000 after purchasing an additional 521 shares during the last quarter. Lake Street Private Wealth LLC grew its position in shares of JPMorgan Equity Premium Income ETF by 0.4% during the 4th quarter. Lake Street Private Wealth LLC now owns 124,446 shares of the company’s stock valued at $7,159,000 after buying an additional 541 shares during the last quarter. Selective Wealth Management Inc. raised its stake in JPMorgan Equity Premium Income ETF by 0.6% during the fourth quarter. Selective Wealth Management Inc. now owns 160,274 shares of the company’s stock worth $9,216,000 after acquiring an additional 903 shares during the period. LongView Wealth Management bought a new position in JPMorgan Equity Premium Income ETF in the fourth quarter worth about $587,000. Finally, Sax Wealth Advisors LLC lifted its holdings in JPMorgan Equity Premium Income ETF by 208.1% in the fourth quarter. Sax Wealth Advisors LLC now owns 26,399 shares of the company’s stock worth $1,519,000 after acquiring an additional 17,832 shares during the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

NYSEARCA:JEPI opened at $58.50 on Monday. The firm has a market capitalization of $34.33 billion, a P/E ratio of 24.40 and a beta of 0.53. The business has a 50 day simple moving average of $59.02 and a 200 day simple moving average of $58.44. 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.