JPMorgan Nasdaq Equity Premium Income ETF $JEPQ Holdings Lessened by Evergreen Wealth Solutions LLC

Evergreen Wealth Solutions LLC decreased its holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) by 10.2% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 225,427 shares of the company’s stock after selling 25,685 shares during the quarter. JPMorgan Nasdaq Equity Premium Income ETF accounts for about 7.9% of Evergreen Wealth Solutions LLC’s investment portfolio, making the stock its 2nd largest position. Evergreen Wealth Solutions LLC’s holdings in JPMorgan Nasdaq Equity Premium Income ETF were worth $11,673,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Blodgett Wealth Advisors LLC purchased a new position in shares of JPMorgan Nasdaq Equity Premium Income ETF in the first quarter worth approximately $331,000. Investor s Fiduciary Advisor Network LLC purchased a new position in shares of JPMorgan Nasdaq Equity Premium Income ETF in the fourth quarter worth approximately $1,400,000. US Bancorp DE boosted its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF by 11.7% in the first quarter. US Bancorp DE now owns 28,482 shares of the company’s stock worth $1,475,000 after buying an additional 2,978 shares during the last quarter. Selway Asset Management purchased a new position in shares of JPMorgan Nasdaq Equity Premium Income ETF in the first quarter worth approximately $207,000. Finally, Howard Capital Management Inc. boosted its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF by 12.9% in the first quarter. Howard Capital Management Inc. now owns 376,654 shares of the company’s stock worth $19,503,000 after buying an additional 43,049 shares during the last quarter.

JPMorgan Nasdaq Equity Premium Income ETF Price Performance

Shares of NASDAQ:JEPQ opened at $55.67 on Monday. JPMorgan Nasdaq Equity Premium Income ETF has a 1-year low of $44.31 and a 1-year high of $58.54. The company has a market capitalization of $29.08 billion, a P/E ratio of 32.17 and a beta of -0.84. The firm’s 50 day simple moving average is $54.54 and its two-hundred day simple moving average is $53.25.

JPMorgan Nasdaq Equity Premium Income ETF Cuts Dividend

The company also recently declared a monthly dividend, which was paid on Tuesday, August 5th. Shareholders of record on Friday, August 1st were issued a dividend of $0.4438 per share. The ex-dividend date of this dividend was Friday, August 1st. This represents a c) annualized dividend and a yield of 9.6%.

JPMorgan Nasdaq Equity Premium Income ETF Profile

The J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively-managed fund of US large-cap companies from the Nasdaq-100 Index, assessed and managed using ESG factors and a proprietary data science driven investment approach.