JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Sold by Oak Harbor Wealth Partners LLC

Oak Harbor Wealth Partners LLC decreased its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 0.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 61,119 shares of the company’s stock after selling 488 shares during the quarter. JPMorgan Equity Premium Income ETF comprises about 1.0% of Oak Harbor Wealth Partners LLC’s portfolio, making the stock its 25th biggest position. Oak Harbor Wealth Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,516,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Clarity Wealth Advisors LLC boosted its position in shares of JPMorgan Equity Premium Income ETF by 0.7% in the 4th quarter. Clarity Wealth Advisors LLC now owns 55,688 shares of the company’s stock worth $3,204,000 after purchasing an additional 401 shares in the last quarter. Tandem Financial LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth $757,000. Citigroup Inc. boosted its position in shares of JPMorgan Equity Premium Income ETF by 51.8% in the 3rd quarter. Citigroup Inc. now owns 147,827 shares of the company’s stock worth $8,797,000 after purchasing an additional 50,459 shares in the last quarter. First Horizon Advisors Inc. boosted its position in shares of JPMorgan Equity Premium Income ETF by 223.8% in the 4th quarter. First Horizon Advisors Inc. now owns 5,961 shares of the company’s stock worth $343,000 after purchasing an additional 4,120 shares in the last quarter. Finally, Red Crane Wealth Management LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth $1,193,000.

JPMorgan Equity Premium Income ETF Price Performance

JPMorgan Equity Premium Income ETF stock opened at $58.20 on Friday. The business has a fifty day moving average price of $58.60 and a 200-day moving average price of $58.97. JPMorgan Equity Premium Income ETF has a 1-year low of $54.77 and a 1-year high of $60.88. The stock has a market capitalization of $38.91 billion, a price-to-earnings ratio of 25.75 and a beta of 0.61.

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.