JPMorgan Equity Premium Income ETF $JEPI Shares Sold by Dakota Wealth Management

Dakota Wealth Management lessened its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 1.4% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 16,892 shares of the company’s stock after selling 235 shares during the period. Dakota Wealth Management’s holdings in JPMorgan Equity Premium Income ETF were worth $960,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Mather Group LLC. bought a new position in shares of JPMorgan Equity Premium Income ETF during the 1st quarter valued at about $25,000. Millstone Evans Group LLC bought a new position in JPMorgan Equity Premium Income ETF during the first quarter valued at approximately $29,000. Mowery & Schoenfeld Wealth Management LLC bought a new position in JPMorgan Equity Premium Income ETF during the first quarter valued at approximately $29,000. Oliver Lagore Vanvalin Investment Group acquired a new position in JPMorgan Equity Premium Income ETF during the second quarter valued at approximately $32,000. Finally, Arlington Trust Co LLC grew its holdings in JPMorgan Equity Premium Income ETF by 140.0% during the first quarter. Arlington Trust Co LLC now owns 600 shares of the company’s stock valued at $34,000 after purchasing an additional 350 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Up 0.5%

Shares of JEPI stock opened at $56.94 on Friday. JPMorgan Equity Premium Income ETF has a 12 month low of $49.94 and a 12 month high of $60.88. The business’s 50 day moving average is $56.78 and its two-hundred day moving average is $56.14. The company has a market cap of $41.09 billion, a PE ratio of 23.93 and a beta of 0.62.

JPMorgan Equity Premium Income ETF Company 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.