JPMorgan Equity Premium Income ETF $JEPI Shares Sold by Harbor Investment Advisory LLC

Harbor Investment Advisory LLC lessened its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 27.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 64,495 shares of the company’s stock after selling 24,512 shares during the quarter. Harbor Investment Advisory LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,683,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of JEPI. Mattern Wealth Management LLC grew its position in JPMorgan Equity Premium Income ETF by 1.8% in the 2nd quarter. Mattern Wealth Management LLC now owns 10,082 shares of the company’s stock valued at $573,000 after acquiring an additional 178 shares in the last quarter. BOS Asset Management LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF by 3.5% in the third quarter. BOS Asset Management LLC now owns 5,213 shares of the company’s stock valued at $298,000 after purchasing an additional 178 shares during the period. Highline Wealth Partners LLC grew its holdings 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 valued at $86,000 after purchasing an additional 180 shares in the last quarter. First Horizon Advisors Inc. increased its stake in JPMorgan Equity Premium Income ETF by 9.0% during the 2nd quarter. First Horizon Advisors Inc. now owns 2,221 shares of the company’s stock worth $126,000 after buying an additional 183 shares during the period. Finally, SimpliFi Inc. lifted its holdings in JPMorgan Equity Premium Income ETF by 2.6% during the 2nd quarter. SimpliFi Inc. now owns 7,345 shares of the company’s stock worth $418,000 after buying an additional 186 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Up 0.1%

Shares of JEPI stock opened at $58.30 on Tuesday. The firm has a 50 day moving average of $57.31 and a two-hundred day moving average of $57.00. The stock has a market capitalization of $42.34 billion, a PE ratio of 23.93 and a beta of 0.60. JPMorgan Equity Premium Income ETF has a 52 week low of $49.94 and a 52 week high of $59.73.

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.