Mascoma Wealth Management LLC Has $595,000 Holdings in JPMorgan Equity Premium Income ETF $JEPI

Mascoma Wealth Management LLC cut its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 19.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,460 shares of the company’s stock after selling 2,523 shares during the period. Mascoma Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $595,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Atlas Capital Advisors Inc. lifted its position in shares of JPMorgan Equity Premium Income ETF by 12.1% during the first quarter. Atlas Capital Advisors Inc. now owns 4,670 shares of the company’s stock worth $267,000 after purchasing an additional 504 shares in the last quarter. Ritholtz Wealth Management lifted its position in shares of JPMorgan Equity Premium Income ETF by 2.5% during the first quarter. Ritholtz Wealth Management now owns 7,827 shares of the company’s stock worth $447,000 after purchasing an additional 192 shares in the last quarter. GAMMA Investing LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 8.2% during the first quarter. GAMMA Investing LLC now owns 130,565 shares of the company’s stock worth $7,460,000 after purchasing an additional 9,934 shares in the last quarter. Coastline Trust Co lifted its position in shares of JPMorgan Equity Premium Income ETF by 14.0% during the second quarter. Coastline Trust Co now owns 1,981 shares of the company’s stock worth $113,000 after purchasing an additional 243 shares in the last quarter. Finally, Parallel Advisors LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 3.1% during the second quarter. Parallel Advisors LLC now owns 45,589 shares of the company’s stock worth $2,592,000 after purchasing an additional 1,372 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.3%

Shares of JEPI stock opened at $57.03 on Friday. JPMorgan Equity Premium Income ETF has a 1 year low of $49.94 and a 1 year high of $60.88. The firm’s 50 day moving average is $56.76 and its 200-day moving average is $56.13. The firm has a market capitalization of $41.28 billion, a price-to-earnings ratio of 23.93 and a beta of 0.62.

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.