JPMorgan Equity Premium Income ETF $JEPI Stock Sold by Curtis Advisory Group LLC

Curtis Advisory Group LLC trimmed its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 13.4% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 165,745 shares of the company’s stock after selling 25,547 shares during the quarter. JPMorgan Equity Premium Income ETF makes up approximately 1.8% of Curtis Advisory Group LLC’s holdings, making the stock its 11th largest position. Curtis Advisory Group LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $9,318,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in JEPI. LJI Wealth Management LLC raised its position in shares of JPMorgan Equity Premium Income ETF by 15.1% in the 3rd quarter. LJI Wealth Management LLC now owns 57,697 shares of the company’s stock worth $3,244,000 after acquiring an additional 7,551 shares in the last quarter. Modera Wealth Management LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF in the 3rd quarter valued at approximately $254,000. Heritage Wealth Management Inc. lifted its stake in shares of JPMorgan Equity Premium Income ETF by 2.7% in the 3rd quarter. Heritage Wealth Management Inc. now owns 45,835 shares of the company’s stock valued at $2,577,000 after purchasing an additional 1,185 shares during the period. Raleigh Capital Management Inc. bought a new stake in shares of JPMorgan Equity Premium Income ETF during the third quarter valued at approximately $239,000. Finally, Prosperitas Financial LLC boosted its position in shares of JPMorgan Equity Premium Income ETF by 1.1% during the third quarter. Prosperitas Financial LLC now owns 29,011 shares of the company’s stock valued at $1,631,000 after purchasing an additional 320 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Down 0.6%

Shares of JEPI stock opened at $57.56 on Friday. The stock has a market cap of $46.19 billion, a price-to-earnings ratio of 23.93 and a beta of 0.53. The business’s fifty day moving average is $56.94 and its 200 day moving average is $57.18. JPMorgan Equity Premium Income ETF has a twelve month low of $55.10 and a twelve month high of $59.90.

JPMorgan Equity Premium Income ETF 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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.