JPMorgan Nasdaq Equity Premium Income ETF $JEPQ Stock Position Increased by IVC Wealth Advisors LLC

IVC Wealth Advisors LLC boosted its position in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) by 12.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 151,495 shares of the company’s stock after buying an additional 16,743 shares during the quarter. JPMorgan Nasdaq Equity Premium Income ETF makes up 3.7% of IVC Wealth Advisors LLC’s holdings, making the stock its 6th biggest position. IVC Wealth Advisors LLC’s holdings in JPMorgan Nasdaq Equity Premium Income ETF were worth $8,411,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. D.A. Davidson & CO. grew its holdings in JPMorgan Nasdaq Equity Premium Income ETF by 13.3% in the fourth quarter. D.A. Davidson & CO. now owns 112,396 shares of the company’s stock valued at $6,532,000 after purchasing an additional 13,200 shares during the period. Choreo LLC raised its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF by 499.0% during the 3rd quarter. Choreo LLC now owns 59,746 shares of the company’s stock worth $3,437,000 after buying an additional 49,772 shares during the period. Ethos Capital Management Inc. acquired a new position in shares of JPMorgan Nasdaq Equity Premium Income ETF during the 4th quarter worth approximately $1,105,000. Clear Creek Financial Management LLC lifted its position in shares of JPMorgan Nasdaq Equity Premium Income ETF by 49.9% during the 4th quarter. Clear Creek Financial Management LLC now owns 28,070 shares of the company’s stock valued at $1,631,000 after buying an additional 9,340 shares in the last quarter. Finally, Cadence Bank lifted its position in shares of JPMorgan Nasdaq Equity Premium Income ETF by 37.9% during the 3rd quarter. Cadence Bank now owns 100,298 shares of the company’s stock valued at $5,769,000 after buying an additional 27,546 shares in the last quarter.

JPMorgan Nasdaq Equity Premium Income ETF Stock Performance

Shares of NASDAQ JEPQ opened at $61.34 on Friday. The firm has a market cap of $38.79 billion, a PE ratio of 32.17 and a beta of 0.82. The firm has a fifty day moving average of $59.60 and a 200 day moving average of $58.51. JPMorgan Nasdaq Equity Premium Income ETF has a one year low of $52.56 and a one year high of $61.51.

JPMorgan Nasdaq Equity Premium Income ETF Announces Dividend

The business also recently announced a dividend, which was paid on Wednesday, June 3rd. Stockholders of record on Monday, June 1st were given a $0.5644 dividend. The ex-dividend date was Monday, June 1st.

JPMorgan Nasdaq Equity Premium Income ETF Company 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. The fund also invests in ELNs in seeking income generation. JEPQ was launched on May 3, 2022 and is managed by JPMorgan Chase.