JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Stock Position Cut by Lewis Asset Management LLC

Lewis Asset Management LLC trimmed its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 5.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 15,506 shares of the company’s stock after selling 943 shares during the quarter. Lewis Asset Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $923,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Larson Financial Group LLC boosted its stake in JPMorgan Equity Premium Income ETF by 129.8% during the first quarter. Larson Financial Group LLC now owns 556 shares of the company’s stock valued at $32,000 after buying an additional 314 shares in the last quarter. Oppenheimer & Co. Inc. grew its stake in shares of JPMorgan Equity Premium Income ETF by 17.1% in the 1st quarter. Oppenheimer & Co. Inc. now owns 124,042 shares of the company’s stock worth $7,177,000 after purchasing an additional 18,152 shares during the last quarter. Nelson Capital Management LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 2.3% in the 1st quarter. Nelson Capital Management LLC now owns 33,781 shares of the company’s stock worth $1,955,000 after purchasing an additional 763 shares during the last quarter. Nvwm LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 1.7% in the 1st quarter. Nvwm LLC now owns 14,548 shares of the company’s stock worth $842,000 after purchasing an additional 250 shares in the last quarter. Finally, Bernardo Wealth Planning LLC lifted its stake in JPMorgan Equity Premium Income ETF by 0.8% during the first quarter. Bernardo Wealth Planning LLC now owns 273,712 shares of the company’s stock valued at $15,837,000 after purchasing an additional 2,148 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

JPMorgan Equity Premium Income ETF stock opened at $59.67 on Friday. The firm has a market cap of $35.01 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 1 year low of $53.33 and a 1 year high of $59.97. The firm’s 50 day moving average price is $59.04 and its two-hundred day moving average price is $57.53.

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.