Paragon Private Wealth Management LLC Has $424,000 Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Paragon Private Wealth Management LLC cut its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 6.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,364 shares of the company’s stock after selling 473 shares during the quarter. Paragon Private Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $424,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Clarity Wealth Advisors LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 0.7% during the fourth quarter. Clarity Wealth Advisors LLC now owns 55,688 shares of the company’s stock worth $3,204,000 after buying an additional 401 shares during the last quarter. Tandem Financial LLC acquired a new position in shares of JPMorgan Equity Premium Income ETF in the fourth quarter valued at $757,000. US Bancorp DE raised its stake in shares of JPMorgan Equity Premium Income ETF by 28.0% in the fourth quarter. US Bancorp DE now owns 28,673 shares of the company’s stock valued at $1,650,000 after purchasing an additional 6,273 shares in the last quarter. Citigroup Inc. raised its stake in shares of JPMorgan Equity Premium Income ETF by 51.8% in the third quarter. Citigroup Inc. now owns 147,827 shares of the company’s stock valued at $8,797,000 after purchasing an additional 50,459 shares in the last quarter. Finally, First Horizon Advisors Inc. raised its stake in shares of JPMorgan Equity Premium Income ETF by 223.8% in the fourth quarter. First Horizon Advisors Inc. now owns 5,961 shares of the company’s stock valued at $343,000 after purchasing an additional 4,120 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 0.6 %

Shares of NYSEARCA JEPI opened at $58.20 on Monday. The business has a fifty day simple moving average of $58.60 and a 200 day simple moving average of $58.98. The firm has a market capitalization of $38.91 billion, a price-to-earnings ratio of 25.75 and a beta of 0.61. JPMorgan Equity Premium Income ETF has a one year low of $54.77 and a one year high of $60.88.

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.