Intrua Financial LLC Has $1.05 Million Stock Holdings in JPMorgan Equity Premium Income ETF $JEPI

Intrua Financial LLC lessened its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 36.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 18,268 shares of the company’s stock after selling 10,628 shares during the period. Intrua Financial LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $1,046,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Crewe Advisors LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 32.9% in the fourth quarter. Crewe Advisors LLC now owns 38,406 shares of the company’s stock worth $2,198,000 after acquiring an additional 9,514 shares during the last quarter. Clearstead Trust LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 307.8% in the third quarter. Clearstead Trust LLC now owns 79,494 shares of the company’s stock worth $4,539,000 after acquiring an additional 59,999 shares during the last quarter. Cascade Wealth Advisors Inc grew its stake in shares of JPMorgan Equity Premium Income ETF by 5.9% in the third quarter. Cascade Wealth Advisors Inc now owns 268,627 shares of the company’s stock worth $15,237,000 after acquiring an additional 14,899 shares during the last quarter. BG Investment Services Inc. grew its stake in shares of JPMorgan Equity Premium Income ETF by 49.1% in the third quarter. BG Investment Services Inc. now owns 68,887 shares of the company’s stock worth $3,933,000 after acquiring an additional 22,670 shares during the last quarter. Finally, Cyndeo Wealth Partners LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 90.4% in the fourth quarter. Cyndeo Wealth Partners LLC now owns 26,937 shares of the company’s stock worth $1,542,000 after acquiring an additional 12,790 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.4%

Shares of JPMorgan Equity Premium Income ETF stock opened at $56.13 on Tuesday. The company’s fifty day simple moving average is $56.95 and its 200-day simple moving average is $57.58. The company has a market cap of $44.47 billion, a price-to-earnings ratio of 23.93 and a beta of 0.56. JPMorgan Equity Premium Income ETF has a 1 year low of $55.15 and a 1 year high of $59.90.

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