JPMorgan Nasdaq Equity Premium Income ETF $JEPQ Shares Purchased by KFG Wealth Management LLC

KFG Wealth Management LLC raised its stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) by 20.3% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 82,965 shares of the company’s stock after buying an additional 14,020 shares during the period. JPMorgan Nasdaq Equity Premium Income ETF makes up about 0.6% of KFG Wealth Management LLC’s investment portfolio, making the stock its 27th largest holding. KFG Wealth Management LLC’s holdings in JPMorgan Nasdaq Equity Premium Income ETF were worth $4,606,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of JEPQ. KFA Private Wealth Group LLC grew its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF by 26.1% in the 1st quarter. KFA Private Wealth Group LLC now owns 6,906 shares of the company’s stock worth $383,000 after acquiring an additional 1,431 shares during the last quarter. RFG Advisory LLC lifted its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF by 74.5% during the first quarter. RFG Advisory LLC now owns 61,653 shares of the company’s stock valued at $3,423,000 after purchasing an additional 26,313 shares during the last quarter. Apella Capital LLC purchased a new stake in shares of JPMorgan Nasdaq Equity Premium Income ETF during the first quarter valued at $4,599,000. Consilium Wealth Advisory LLC boosted its position in shares of JPMorgan Nasdaq Equity Premium Income ETF by 1.3% in the 1st quarter. Consilium Wealth Advisory LLC now owns 16,950 shares of the company’s stock valued at $941,000 after purchasing an additional 217 shares during the period. Finally, Nautilus Advisors LLC boosted its position in shares of JPMorgan Nasdaq Equity Premium Income ETF by 33.6% in the 1st quarter. Nautilus Advisors LLC now owns 21,208 shares of the company’s stock valued at $1,177,000 after purchasing an additional 5,330 shares during the period.

JPMorgan Nasdaq Equity Premium Income ETF Trading Down 0.3%

Shares of JEPQ opened at $59.69 on Thursday. The business’s 50-day moving average price is $59.76 and its 200 day moving average price is $58.55. The stock has a market capitalization of $37.75 billion, a P/E ratio of 32.17 and a beta of 0.82. JPMorgan Nasdaq Equity Premium Income ETF has a 1-year low of $53.51 and a 1-year high of $61.72.

JPMorgan Nasdaq Equity Premium Income ETF Announces Dividend

The company 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 of this dividend 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.