Carr Financial Group Corp Decreases Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Carr Financial Group Corp trimmed its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 6.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 33,663 shares of the company’s stock after selling 2,427 shares during the period. Carr Financial Group Corp’s holdings in JPMorgan Equity Premium Income ETF were worth $1,937,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Sachetta LLC boosted its position in JPMorgan Equity Premium Income ETF by 6.9% during the 4th quarter. Sachetta LLC now owns 44,080 shares of the company’s stock worth $2,537,000 after purchasing an additional 2,842 shares during the period. Southland Equity Partners LLC boosted its position in JPMorgan Equity Premium Income ETF by 4.7% during the 4th quarter. Southland Equity Partners LLC now owns 7,535 shares of the company’s stock worth $433,000 after purchasing an additional 340 shares during the period. LexAurum Advisors LLC boosted its position in JPMorgan Equity Premium Income ETF by 12.5% in the 4th quarter. LexAurum Advisors LLC now owns 32,582 shares of the company’s stock valued at $1,874,000 after buying an additional 3,626 shares during the last quarter. RFG Advisory LLC boosted its position in JPMorgan Equity Premium Income ETF by 10.3% in the 4th quarter. RFG Advisory LLC now owns 57,448 shares of the company’s stock valued at $3,305,000 after buying an additional 5,346 shares during the last quarter. Finally, Greater Midwest Financial Group LLC boosted its position in JPMorgan Equity Premium Income ETF by 20.3% in the 4th quarter. Greater Midwest Financial Group LLC now owns 83,552 shares of the company’s stock valued at $4,807,000 after buying an additional 14,118 shares during the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

NYSEARCA:JEPI opened at $59.10 on Friday. The firm has a 50-day moving average of $58.93 and a two-hundred day moving average of $58.50. The stock has a market cap of $34.68 billion, a P/E ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 1-year low of $54.77 and a 1-year high of $60.88.

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.