JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) Shares Purchased by Monterey Private Wealth Inc.

Monterey Private Wealth Inc. lifted its position in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) by 84.7% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 39,194 shares of the company’s stock after acquiring an additional 17,972 shares during the period. JPMorgan Nasdaq Equity Premium Income ETF accounts for 0.7% of Monterey Private Wealth Inc.’s portfolio, making the stock its 27th biggest holding. Monterey Private Wealth Inc.’s holdings in JPMorgan Nasdaq Equity Premium Income ETF were worth $2,210,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of JEPQ. Salomon & Ludwin LLC acquired a new position in JPMorgan Nasdaq Equity Premium Income ETF during the 3rd quarter worth $25,000. Pinnacle Bancorp Inc. bought a new stake in shares of JPMorgan Nasdaq Equity Premium Income ETF during the fourth quarter valued at about $31,000. Hollencrest Capital Management bought a new position in JPMorgan Nasdaq Equity Premium Income ETF in the 3rd quarter valued at about $33,000. Sugar Maple Asset Management LLC acquired a new position in JPMorgan Nasdaq Equity Premium Income ETF during the 4th quarter valued at about $41,000. Finally, Pin Oak Investment Advisors Inc. raised its position in shares of JPMorgan Nasdaq Equity Premium Income ETF by 250.0% during the 3rd quarter. Pin Oak Investment Advisors Inc. now owns 805 shares of the company’s stock worth $44,000 after buying an additional 575 shares in the last quarter.

JPMorgan Nasdaq Equity Premium Income ETF Price Performance

JPMorgan Nasdaq Equity Premium Income ETF stock opened at $57.27 on Tuesday. JPMorgan Nasdaq Equity Premium Income ETF has a 12-month low of $47.67 and a 12-month high of $58.21. The stock has a market capitalization of $21.59 billion, a PE ratio of 32.10 and a beta of -0.84. The firm has a 50 day simple moving average of $56.99 and a 200-day simple moving average of $55.08.

JPMorgan Nasdaq Equity Premium Income ETF Cuts Dividend

The company also recently declared a dividend, which was paid on Friday, January 3rd. Stockholders of record on Tuesday, December 31st were given a dividend of $0.4558 per share. The ex-dividend date of this dividend was Tuesday, December 31st.

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.