JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Sold by Osborne Partners Capital Management LLC

Osborne Partners Capital Management LLC lowered its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 6.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,555 shares of the company’s stock after selling 485 shares during the quarter. Osborne Partners Capital Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $377,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Mattern Wealth Management LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 2.2% during the 3rd quarter. Mattern Wealth Management LLC now owns 8,072 shares of the company’s stock valued at $480,000 after acquiring an additional 174 shares in the last quarter. Empirical Asset Management LLC raised its position in JPMorgan Equity Premium Income ETF by 4.0% in the third quarter. Empirical Asset Management LLC now owns 4,675 shares of the company’s stock valued at $278,000 after purchasing an additional 179 shares during the period. Landmark Wealth Management LLC raised its position in JPMorgan Equity Premium Income ETF by 5.1% in the fourth quarter. Landmark Wealth Management LLC now owns 3,833 shares of the company’s stock valued at $221,000 after purchasing an additional 185 shares during the period. Aviance Capital Partners LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 1.1% during the third quarter. Aviance Capital Partners LLC now owns 17,314 shares of the company’s stock worth $1,030,000 after purchasing an additional 194 shares in the last quarter. Finally, Fortis Advisors LLC boosted its position in shares of JPMorgan Equity Premium Income ETF by 2.0% in the fourth quarter. Fortis Advisors LLC now owns 10,054 shares of the company’s stock worth $578,000 after buying an additional 196 shares during the period.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of NYSEARCA:JEPI opened at $58.97 on Monday. The business’s 50-day simple moving average is $58.86 and its 200 day simple moving average is $58.61. The company has a market cap of $34.61 billion, a P/E ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a one year low of $54.77 and a one year high of $60.88.

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.