JPMorgan Nasdaq Equity Premium Income ETF $JEPQ Stock Acquired by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC increased its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) by 26.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 119,304 shares of the company’s stock after buying an additional 24,743 shares during the quarter. WealthPlan Investment Management LLC’s holdings in JPMorgan Nasdaq Equity Premium Income ETF were worth $7,309,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Tucker Asset Management LLC increased its holdings in JPMorgan Nasdaq Equity Premium Income ETF by 20.2% during the 2nd quarter. Tucker Asset Management LLC now owns 63,336 shares of the company’s stock valued at $3,893,000 after purchasing an additional 10,642 shares in the last quarter. NewEdge Advisors LLC boosted its stake in JPMorgan Nasdaq Equity Premium Income ETF by 14.3% in the second quarter. NewEdge Advisors LLC now owns 632,916 shares of the company’s stock worth $38,899,000 after purchasing an additional 79,116 shares in the last quarter. Hennion & Walsh Asset Management Inc. grew its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF by 4.3% during the second quarter. Hennion & Walsh Asset Management Inc. now owns 254,749 shares of the company’s stock worth $15,657,000 after purchasing an additional 10,487 shares during the last quarter. Concurrent Investment Advisors LLC grew its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF by 46.9% during the second quarter. Concurrent Investment Advisors LLC now owns 156,440 shares of the company’s stock worth $9,615,000 after purchasing an additional 49,921 shares during the last quarter. Finally, IVC Wealth Advisors LLC increased its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF by 12.4% in the first quarter. IVC Wealth Advisors LLC now owns 151,495 shares of the company’s stock valued at $8,411,000 after buying an additional 16,743 shares in the last quarter.

JPMorgan Nasdaq Equity Premium Income ETF Price Performance

Shares of NASDAQ:JEPQ traded down $0.26 during midday trading on Thursday, reaching $59.83. The company’s stock had a trading volume of 5,120,049 shares, compared to its average volume of 6,538,131. The business’s fifty day simple moving average is $60.23 and its 200-day simple moving average is $59.50. JPMorgan Nasdaq Equity Premium Income ETF has a fifty-two week low of $53.51 and a fifty-two week high of $61.72. The company has a market capitalization of $43.70 billion, a P/E ratio of 32.17 and a beta of 0.82.

About JPMorgan Nasdaq Equity Premium Income ETF

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.