JPMorgan Equity Premium Income ETF $JEPI Shares Sold by Goldstone Financial Group LLC

Goldstone Financial Group LLC trimmed its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 25.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 47,899 shares of the company’s stock after selling 16,752 shares during the period. Goldstone Financial Group LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $2,735,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the stock. Mattern Wealth Management LLC lifted its stake in JPMorgan Equity Premium Income ETF by 1.8% during the second quarter. Mattern Wealth Management LLC now owns 10,082 shares of the company’s stock valued at $573,000 after buying an additional 178 shares in the last quarter. Highline Wealth Partners LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 13.5% in the second quarter. Highline Wealth Partners LLC now owns 1,518 shares of the company’s stock worth $86,000 after acquiring an additional 180 shares in the last quarter. First Horizon Advisors Inc. raised its holdings in shares of JPMorgan Equity Premium Income ETF by 9.0% during the second quarter. First Horizon Advisors Inc. now owns 2,221 shares of the company’s stock valued at $126,000 after acquiring an additional 183 shares during the period. SimpliFi Inc. lifted its position in shares of JPMorgan Equity Premium Income ETF by 2.6% in the 2nd quarter. SimpliFi Inc. now owns 7,345 shares of the company’s stock valued at $418,000 after acquiring an additional 186 shares in the last quarter. Finally, Blue Chip Partners LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 1.2% in the 2nd quarter. Blue Chip Partners LLC now owns 16,355 shares of the company’s stock valued at $930,000 after acquiring an additional 192 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

NYSEARCA JEPI opened at $58.02 on Monday. The firm’s 50 day moving average price is $57.18 and its two-hundred day moving average price is $56.87. JPMorgan Equity Premium Income ETF has a twelve month low of $49.94 and a twelve month high of $59.73. The stock has a market cap of $41.53 billion, a price-to-earnings ratio of 23.93 and a beta of 0.60.

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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.