Lifeworks Advisors LLC Has $547,000 Stock Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Lifeworks Advisors LLC lowered its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 39.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 9,185 shares of the company’s stock after selling 5,873 shares during the period. Lifeworks Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $547,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in JEPI. Salomon & Ludwin LLC acquired a new stake in JPMorgan Equity Premium Income ETF in the third quarter valued at approximately $25,000. HHM Wealth Advisors LLC acquired a new stake in JPMorgan Equity Premium Income ETF in the second quarter valued at approximately $28,000. Beaird Harris Wealth Management LLC acquired a new stake in JPMorgan Equity Premium Income ETF in the first quarter valued at approximately $38,000. Centerpoint Advisors LLC acquired a new stake in JPMorgan Equity Premium Income ETF in the second quarter valued at approximately $43,000. Finally, Brown Lisle Cummings Inc. grew its stake in JPMorgan Equity Premium Income ETF by 48.0% in the third quarter. Brown Lisle Cummings Inc. now owns 786 shares of the company’s stock valued at $47,000 after acquiring an additional 255 shares during the period.

JPMorgan Equity Premium Income ETF Stock Down 0.4 %

JEPI stock opened at $59.78 on Friday. JPMorgan Equity Premium Income ETF has a twelve month low of $54.13 and a twelve month high of $60.20. The stock’s 50 day moving average is $59.20 and its 200-day moving average is $57.66. The firm has a market capitalization of $35.08 billion, a PE ratio of 24.40 and a beta of 0.53.

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.