JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) is Evergreen Wealth Management LLC’s 7th Largest Position

Evergreen Wealth Management LLC lessened its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 5.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 117,081 shares of the company’s stock after selling 6,191 shares during the period. JPMorgan Equity Premium Income ETF comprises about 4.0% of Evergreen Wealth Management LLC’s holdings, making the stock its 7th biggest position. Evergreen Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $6,736,000 as of its most recent filing with the SEC.

A number of other large investors have also added to or reduced their stakes in JEPI. Clarity Wealth Advisors LLC boosted its position in 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 purchasing an additional 401 shares during the period. Tandem Financial LLC bought a new position in JPMorgan Equity Premium Income ETF during the fourth quarter worth about $757,000. Citigroup Inc. boosted its position in JPMorgan Equity Premium Income ETF by 51.8% during the third quarter. Citigroup Inc. now owns 147,827 shares of the company’s stock worth $8,797,000 after purchasing an additional 50,459 shares during the period. Accurate Wealth Management LLC bought a new position in JPMorgan Equity Premium Income ETF during the fourth quarter worth about $215,000. Finally, Whittier Trust Co. bought a new position in JPMorgan Equity Premium Income ETF during the third quarter worth about $108,000.

JPMorgan Equity Premium Income ETF Stock Down 0.2 %

Shares of NYSEARCA:JEPI opened at $59.17 on Monday. The firm has a market capitalization of $34.72 billion, a PE ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a twelve month low of $54.77 and a twelve month high of $60.88. The company has a 50-day moving average price of $58.58 and a two-hundred day moving average price of $58.75.

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.