Evermay Wealth Management LLC Has $6.03 Million Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Evermay Wealth Management LLC trimmed its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 104,244 shares of the company’s stock after selling 2,088 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for 0.9% of Evermay Wealth Management LLC’s investment portfolio, making the stock its 21st largest holding. Evermay Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $6,028,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Salomon & Ludwin LLC bought a new position in shares of JPMorgan Equity Premium Income ETF in the third quarter valued at $25,000. Ulland Investment Advisors LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth about $31,000. Running Point Capital Advisors LLC lifted its position 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 valued at $38,000 after acquiring an additional 362 shares in the last quarter. Missouri Trust & Investment Co raised its stake in JPMorgan Equity Premium Income ETF by 737.2% in the 4th quarter. Missouri Trust & Investment Co now owns 720 shares of the company’s stock valued at $41,000 after acquiring an additional 634 shares during the period. Finally, Brown Lisle Cummings Inc. lifted its holdings in JPMorgan Equity Premium Income ETF by 48.0% during the third quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock valued at $47,000 after purchasing an additional 255 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Down 0.3 %

JEPI opened at $58.97 on Friday. The firm has a 50-day moving average price of $58.86 and a 200-day moving average price of $58.59. 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 market capitalization of $34.61 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53.

About JPMorgan Equity Premium Income ETF

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.