Private Wealth Partners LLC Decreases Stock Holdings in JPMorgan Equity Premium Income ETF $JEPI

Private Wealth Partners LLC reduced its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 63.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 19,305 shares of the company’s stock after selling 34,216 shares during the period. Private Wealth Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $1,105,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Wealth Effects LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 0.6% during the 4th quarter. Wealth Effects LLC now owns 31,606 shares of the company’s stock worth $1,809,000 after purchasing an additional 173 shares during the last quarter. WESPAC Advisors SoCal LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 4.3% during the 4th quarter. WESPAC Advisors SoCal LLC now owns 4,178 shares of the company’s stock worth $239,000 after purchasing an additional 174 shares during the last quarter. Hurley Capital LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 2.0% during the 3rd quarter. Hurley Capital LLC now owns 9,098 shares of the company’s stock worth $519,000 after purchasing an additional 177 shares during the last quarter. BOS Asset Management LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 3.5% during the 3rd quarter. BOS Asset Management LLC now owns 5,213 shares of the company’s stock worth $298,000 after purchasing an additional 178 shares during the last quarter. Finally, Bessemer Group Inc. lifted its position in shares of JPMorgan Equity Premium Income ETF by 0.9% during the 3rd quarter. Bessemer Group Inc. now owns 20,292 shares of the company’s stock worth $1,159,000 after purchasing an additional 185 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 0.1%

JPMorgan Equity Premium Income ETF stock opened at $57.76 on Tuesday. The stock has a market cap of $45.17 billion, a P/E ratio of 23.93 and a beta of 0.58. The company has a fifty day simple moving average of $57.89 and a 200-day simple moving average of $57.62. JPMorgan Equity Premium Income ETF has a 12-month low of $52.16 and a 12-month high of $59.90.

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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.