JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) is Sage Advisory Services Ltd.Co.’s 3rd Largest Position

Sage Advisory Services Ltd.Co. lowered its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 31.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 419,760 shares of the company’s stock after selling 188,995 shares during the quarter. JPMorgan Equity Premium Income ETF comprises about 6.2% of Sage Advisory Services Ltd.Co.’s portfolio, making the stock its 3rd largest position. Sage Advisory Services Ltd.Co.’s holdings in JPMorgan Equity Premium Income ETF were worth $23,078,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Greenwich Wealth Management LLC lifted its holdings in JPMorgan Equity Premium Income ETF by 700.3% during the fourth quarter. Greenwich Wealth Management LLC now owns 43,479 shares of the company’s stock valued at $2,390,000 after purchasing an additional 38,046 shares in the last quarter. Capital Investment Advisory Services LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 11.5% in the fourth quarter. Capital Investment Advisory Services LLC now owns 49,309 shares of the company’s stock worth $2,711,000 after acquiring an additional 5,069 shares in the last quarter. CWM LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 263.2% during the fourth quarter. CWM LLC now owns 566,863 shares of the company’s stock worth $31,166,000 after acquiring an additional 410,768 shares during the period. Vicus Capital raised its stake in shares of JPMorgan Equity Premium Income ETF by 108.8% in the fourth quarter. Vicus Capital now owns 93,911 shares of the company’s stock valued at $5,163,000 after acquiring an additional 48,937 shares in the last quarter. Finally, Signaturefd LLC boosted its holdings in JPMorgan Equity Premium Income ETF by 6.6% in the fourth quarter. Signaturefd LLC now owns 25,581 shares of the company’s stock valued at $1,406,000 after purchasing an additional 1,584 shares during the period.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of JEPI traded up $0.73 during midday trading on Monday, hitting $56.18. The company had a trading volume of 2,303,737 shares, compared to its average volume of 3,582,851. JPMorgan Equity Premium Income ETF has a 1 year low of $51.38 and a 1 year high of $57.94. The firm has a market capitalization of $32.91 billion, a P/E ratio of 24.51 and a beta of 0.54. The company’s 50-day simple moving average is $56.82 and its 200-day simple moving average is $55.32.

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.