JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Shares Sold by Calton & Associates Inc.

Calton & Associates Inc. trimmed its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 93.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,857 shares of the company’s stock after selling 57,418 shares during the period. Calton & Associates Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $222,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in JEPI. Salomon & Ludwin LLC acquired a new stake in JPMorgan Equity Premium Income ETF during the third quarter valued at approximately $25,000. Ulland Investment Advisors LLC acquired a new position in JPMorgan Equity Premium Income ETF during the 4th quarter valued at about $31,000. Running Point Capital Advisors LLC grew its holdings in JPMorgan Equity Premium Income ETF by 131.2% in the 3rd quarter. Running Point Capital Advisors LLC now owns 638 shares of the company’s stock worth $38,000 after buying an additional 362 shares in the last quarter. Missouri Trust & Investment Co increased its holdings in shares of JPMorgan Equity Premium Income ETF by 737.2% during the fourth quarter. Missouri Trust & Investment Co now owns 720 shares of the company’s stock valued at $41,000 after purchasing an additional 634 shares during the period. Finally, Brown Lisle Cummings Inc. raised its position in shares of JPMorgan Equity Premium Income ETF by 48.0% during the 3rd quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock worth $47,000 after buying an additional 255 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

JEPI opened at $58.97 on Friday. JPMorgan Equity Premium Income ETF has a one year low of $54.77 and a one year high of $60.88. The stock’s fifty day moving average is $58.86 and its 200-day moving average is $58.59. The company has a market capitalization of $34.61 billion, a PE ratio of 24.40 and a beta of 0.53.

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.