JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Stake Lowered by Sulzberger Capital Advisors Inc.

Sulzberger Capital Advisors Inc. lessened its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 32.7% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 59,608 shares of the company’s stock after selling 28,915 shares during the period. JPMorgan Equity Premium Income ETF accounts for approximately 4.5% of Sulzberger Capital Advisors Inc.’s investment portfolio, making the stock its 6th biggest holding. Sulzberger Capital Advisors Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $3,406,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in JEPI. BOS Asset Management LLC boosted its stake in JPMorgan Equity Premium Income ETF by 3.5% in the fourth quarter. BOS Asset Management LLC now owns 4,982 shares of the company’s stock valued at $287,000 after acquiring an additional 170 shares in the last quarter. Consolidated Planning Corp lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 0.5% in the 4th quarter. Consolidated Planning Corp now owns 33,567 shares of the company’s stock valued at $1,931,000 after purchasing an additional 179 shares during the last quarter. Beam Wealth Advisors Inc. boosted its position in shares of JPMorgan Equity Premium Income ETF by 0.4% in the 4th quarter. Beam Wealth Advisors Inc. now owns 51,249 shares of the company’s stock valued at $2,948,000 after purchasing an additional 196 shares during the period. Texas Yale Capital Corp. grew its stake in JPMorgan Equity Premium Income ETF by 4.6% during the 4th quarter. Texas Yale Capital Corp. now owns 4,550 shares of the company’s stock worth $262,000 after buying an additional 200 shares during the last quarter. Finally, Lakeridge Wealth Management LLC grew its stake in JPMorgan Equity Premium Income ETF by 2.7% during the 4th quarter. Lakeridge Wealth Management LLC now owns 7,850 shares of the company’s stock worth $452,000 after buying an additional 206 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Up 0.5%

JEPI opened at $56.03 on Friday. JPMorgan Equity Premium Income ETF has a 52 week low of $49.94 and a 52 week high of $60.88. The business’s 50 day moving average is $54.99 and its two-hundred day moving average is $57.36. The firm has a market cap of $39.88 billion, a price-to-earnings ratio of 24.45 and a beta of 0.60.

JPMorgan Equity Premium Income ETF Company 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.