Annex Advisory Services LLC Sells 2,168 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Annex Advisory Services LLC reduced its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 13.7% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,700 shares of the company’s stock after selling 2,168 shares during the quarter. Annex Advisory Services LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $783,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the business. Thurston Springer Miller Herd & Titak Inc. lifted its position in shares of JPMorgan Equity Premium Income ETF by 56.6% during the 1st quarter. Thurston Springer Miller Herd & Titak Inc. now owns 38,131 shares of the company’s stock worth $2,179,000 after buying an additional 13,781 shares during the last quarter. Lake Street Private Wealth LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 6.4% during the 1st quarter. Lake Street Private Wealth LLC now owns 132,463 shares of the company’s stock worth $7,569,000 after buying an additional 8,017 shares during the last quarter. Fermata Advisors LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 5.0% during the 1st quarter. Fermata Advisors LLC now owns 190,910 shares of the company’s stock worth $10,909,000 after buying an additional 9,028 shares during the last quarter. Bay Rivers Group lifted its position in shares of JPMorgan Equity Premium Income ETF by 33.1% during the 1st quarter. Bay Rivers Group now owns 10,167 shares of the company’s stock worth $581,000 after buying an additional 2,530 shares during the last quarter. Finally, Johnson & White Wealth Management LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 18.6% during the 1st quarter. Johnson & White Wealth Management LLC now owns 7,499 shares of the company’s stock worth $428,000 after buying an additional 1,174 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.0%

JPMorgan Equity Premium Income ETF stock opened at $55.77 on Friday. The company has a market capitalization of $39.69 billion, a PE ratio of 24.45 and a beta of 0.60. JPMorgan Equity Premium Income ETF has a 12 month low of $49.94 and a 12 month high of $60.88. The stock has a 50-day moving average price of $55.00 and a two-hundred day moving average price of $57.38.

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.