JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Sold by Beaumont Financial Advisors LLC
by Amy Steele · The Cerbat GemBeaumont Financial Advisors LLC cut its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 52,693 shares of the company’s stock after selling 1,411 shares during the quarter. Beaumont Financial Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,136,000 at the end of the most recent reporting period.
Several other large investors also recently bought and sold shares of JEPI. JPMorgan Chase & Co. boosted its holdings in JPMorgan Equity Premium Income ETF by 3.8% in the 1st quarter. JPMorgan Chase & Co. now owns 22,032,620 shares of the company’s stock valued at $1,274,807,000 after purchasing an additional 815,598 shares during the last quarter. Envestnet Asset Management Inc. raised its stake in shares of JPMorgan Equity Premium Income ETF by 8.2% in the 2nd quarter. Envestnet Asset Management Inc. now owns 7,104,167 shares of the company’s stock valued at $402,664,000 after acquiring an additional 539,682 shares during the period. Global Assets Advisory LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 5,858.1% in the 1st quarter. Global Assets Advisory LLC now owns 6,165,296 shares of the company’s stock worth $356,724,000 after acquiring an additional 6,061,819 shares during the last quarter. Cetera Investment Advisers lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 1.3% in the 2nd quarter. Cetera Investment Advisers now owns 4,188,012 shares of the company’s stock worth $237,377,000 after acquiring an additional 52,301 shares during the last quarter. Finally, Commonwealth Equity Services LLC boosted its position in shares of JPMorgan Equity Premium Income ETF by 14.6% during the 2nd quarter. Commonwealth Equity Services LLC now owns 3,379,837 shares of the company’s stock worth $191,569,000 after purchasing an additional 430,134 shares during the period.
JPMorgan Equity Premium Income ETF Stock Performance
JPMorgan Equity Premium Income ETF stock opened at $59.14 on Friday. The firm has a 50 day moving average price of $58.16 and a 200 day moving average price of $57.18. JPMorgan Equity Premium Income ETF has a fifty-two week low of $51.38 and a fifty-two week high of $59.58. The company has a market capitalization of $34.71 billion, a PE ratio of 24.40 and a beta of 0.53.
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.
Featured Articles
- Five stocks we like better than JPMorgan Equity Premium Income ETF
- What Percentage Gainers Tell Investors and Why They Don’t Tell the Whole Story
- 2 Top Stocks Seeing Major Institutional Buying Right Now
- What Are Dividend Champions? How to Invest in the Champions
- S&P 500 Hits Record Highs: 3 Stocks With Huge Growth Potential
- What is a Death Cross in Stocks?
- AbbVie Stock Eyes New Highs: Analysts See Strong Growth Potential
Want to see what other hedge funds are holding JEPI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report).