Caerus Investment Advisors LLC Sells 23,444 Shares of JPMorgan Equity Premium Income ETF $JEPI

Caerus Investment Advisors LLC lowered its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 38.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 37,778 shares of the company’s stock after selling 23,444 shares during the quarter. JPMorgan Equity Premium Income ETF comprises 0.7% of Caerus Investment Advisors LLC’s investment portfolio, making the stock its 18th biggest holding. Caerus Investment Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $2,162,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Rice Partnership LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 124.5% during the fourth quarter. Rice Partnership LLC now owns 449 shares of the company’s stock valued at $26,000 after purchasing an additional 249 shares during the period. FNY Investment Advisers LLC acquired a new position in shares of JPMorgan Equity Premium Income ETF during the fourth quarter valued at about $28,000. EQ Wealth Advisors LLC acquired a new position in shares of JPMorgan Equity Premium Income ETF during the fourth quarter valued at about $29,000. BTG Pactual Asset Management US LLC acquired a new position in shares of JPMorgan Equity Premium Income ETF during the second quarter valued at about $31,000. Finally, Logan Capital Management Inc. acquired a new position in shares of JPMorgan Equity Premium Income ETF during the third quarter valued at about $33,000.

JPMorgan Equity Premium Income ETF Trading Up 0.9%

Shares of NYSEARCA JEPI opened at $55.80 on Friday. The firm’s 50-day moving average price is $56.54 and its 200-day moving average price is $57.48. JPMorgan Equity Premium Income ETF has a 1-year low of $55.10 and a 1-year high of $59.90. The firm has a market capitalization of $44.21 billion, a P/E ratio of 23.93 and a beta of 0.54.

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.