Atria Wealth Solutions Inc. Sells 853,327 Shares of JPMorgan Equity Premium Income ETF $JEPI

Atria Wealth Solutions Inc. lowered its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 62.7% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 507,452 shares of the company’s stock after selling 853,327 shares during the quarter. JPMorgan Equity Premium Income ETF makes up approximately 0.7% of Atria Wealth Solutions Inc.’s portfolio, making the stock its 20th largest holding. Atria Wealth Solutions Inc. owned about 0.07% of JPMorgan Equity Premium Income ETF worth $28,857,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. Kingstone Capital Partners Texas LLC grew its position in JPMorgan Equity Premium Income ETF by 387,324.3% during the second quarter. Kingstone Capital Partners Texas LLC now owns 401,875,207 shares of the company’s stock valued at $22,736,908,000 after buying an additional 401,771,477 shares during the period. JPMorgan Chase & Co. lifted its holdings in JPMorgan Equity Premium Income ETF by 35.9% during the first quarter. JPMorgan Chase & Co. now owns 28,174,390 shares of the company’s stock valued at $1,609,887,000 after purchasing an additional 7,443,750 shares during the last quarter. Royal Bank of Canada lifted its holdings in JPMorgan Equity Premium Income ETF by 10.5% during the first quarter. Royal Bank of Canada now owns 8,119,139 shares of the company’s stock valued at $463,927,000 after purchasing an additional 772,858 shares during the last quarter. Envestnet Asset Management Inc. lifted its holdings in JPMorgan Equity Premium Income ETF by 11.3% during the first quarter. Envestnet Asset Management Inc. now owns 7,611,329 shares of the company’s stock valued at $434,911,000 after purchasing an additional 774,664 shares during the last quarter. Finally, Nationwide Fund Advisors purchased a new stake in JPMorgan Equity Premium Income ETF during the second quarter valued at about $396,998,000.

JPMorgan Equity Premium Income ETF Stock Down 1.3%

NYSEARCA JEPI opened at $56.00 on Monday. The company has a market cap of $40.52 billion, a PE ratio of 23.93 and a beta of 0.62. JPMorgan Equity Premium Income ETF has a 52 week low of $49.94 and a 52 week high of $60.88. The firm’s 50-day simple moving average is $56.77 and its two-hundred day simple moving average is $56.10.

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.