Bradley Foster & Sargent Inc. CT Has $2.72 Million Holdings in JPMorgan Equity Premium Income ETF $JEPI

Bradley Foster & Sargent Inc. CT trimmed its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 21.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,931 shares of the company’s stock after selling 13,428 shares during the period. Bradley Foster & Sargent Inc. CT’s holdings in JPMorgan Equity Premium Income ETF were worth $2,717,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also made changes to their positions in the stock. Rice Partnership LLC raised its holdings in JPMorgan Equity Premium Income ETF by 124.5% in the 4th quarter. Rice Partnership LLC now owns 449 shares of the company’s stock valued at $26,000 after acquiring an additional 249 shares in the last quarter. Providence Capital Advisors LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the 4th quarter worth $26,000. FNY Investment Advisers LLC bought a new position in shares of JPMorgan Equity Premium Income ETF in the fourth quarter worth $28,000. Advocate Investing Services LLC bought a new stake in JPMorgan Equity Premium Income ETF during the first quarter worth about $28,000. Finally, EQ Wealth Advisors LLC acquired a new stake in JPMorgan Equity Premium Income ETF during the fourth quarter worth about $29,000.

JPMorgan Equity Premium Income ETF Price Performance

Shares of JPMorgan Equity Premium Income ETF stock opened at $56.80 on Monday. JPMorgan Equity Premium Income ETF has a 12-month low of $55.10 and a 12-month high of $59.90. The company has a market capitalization of $45.36 billion, a price-to-earnings ratio of 23.93 and a beta of 0.54. The firm’s 50-day moving average price is $56.22 and its two-hundred day moving average price is $57.24.

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