JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) Holdings Boosted by Socha Financial Group LLC

Socha Financial Group LLC grew its holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) by 0.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 386,480 shares of the company’s stock after acquiring an additional 1,919 shares during the period. JPMorgan Nasdaq Equity Premium Income ETF comprises about 9.3% of Socha Financial Group LLC’s investment portfolio, making the stock its 4th biggest position. Socha Financial Group LLC’s holdings in JPMorgan Nasdaq Equity Premium Income ETF were worth $19,297,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in JEPQ. Hazlett Burt & Watson Inc. lifted its position in shares of JPMorgan Nasdaq Equity Premium Income ETF by 44.4% in the fourth quarter. Hazlett Burt & Watson Inc. now owns 650 shares of the company’s stock worth $31,000 after buying an additional 200 shares in the last quarter. Jaffetilchin Investment Partners LLC lifted its position in shares of JPMorgan Nasdaq Equity Premium Income ETF by 1.5% in the third quarter. Jaffetilchin Investment Partners LLC now owns 14,011 shares of the company’s stock worth $658,000 after buying an additional 211 shares in the last quarter. Newbridge Financial Services Group Inc. increased its stake in JPMorgan Nasdaq Equity Premium Income ETF by 46.4% during the third quarter. Newbridge Financial Services Group Inc. now owns 732 shares of the company’s stock worth $34,000 after acquiring an additional 232 shares during the last quarter. Iron Horse Wealth Management LLC increased its stake in JPMorgan Nasdaq Equity Premium Income ETF by 48.0% during the fourth quarter. Iron Horse Wealth Management LLC now owns 740 shares of the company’s stock worth $37,000 after acquiring an additional 240 shares during the last quarter. Finally, Panoramic Investment Advisors LLC increased its stake in JPMorgan Nasdaq Equity Premium Income ETF by 2.0% during the fourth quarter. Panoramic Investment Advisors LLC now owns 12,550 shares of the company’s stock worth $627,000 after acquiring an additional 250 shares during the last quarter.

JPMorgan Nasdaq Equity Premium Income ETF Stock Up 1.5 %

NASDAQ JEPQ traded up $0.79 during trading hours on Tuesday, hitting $52.10. 3,114,967 shares of the company were exchanged, compared to its average volume of 2,726,522. The stock has a 50-day moving average price of $53.15 and a 200 day moving average price of $50.66. JPMorgan Nasdaq Equity Premium Income ETF has a 52 week low of $44.12 and a 52 week high of $54.47. The stock has a market cap of $11.78 billion, a PE ratio of 33.29 and a beta of -0.84.

JPMorgan Nasdaq Equity Premium Income ETF Increases Dividend

The business also recently disclosed a monthly dividend, which was paid on Thursday, April 4th. Shareholders of record on Tuesday, April 2nd were paid a dividend of $0.4273 per share. This is a boost from JPMorgan Nasdaq Equity Premium Income ETF’s previous monthly dividend of $0.42. This represents a $5.13 annualized dividend and a yield of 9.84%. The ex-dividend date of this dividend was Monday, April 1st.

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.