Intrepid Financial Planning Group LLC Has $5.11 Million Stock Position in JPMorgan Nasdaq Equity Premium Income ETF $JEPQ

Intrepid Financial Planning Group LLC lifted its holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) by 9.7% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 93,859 shares of the company’s stock after acquiring an additional 8,279 shares during the period. JPMorgan Nasdaq Equity Premium Income ETF makes up approximately 2.1% of Intrepid Financial Planning Group LLC’s investment portfolio, making the stock its 11th largest position. Intrepid Financial Planning Group LLC’s holdings in JPMorgan Nasdaq Equity Premium Income ETF were worth $5,106,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of JEPQ. WealthShield Partners LLC boosted its holdings in JPMorgan Nasdaq Equity Premium Income ETF by 2.5% in the 1st quarter. WealthShield Partners LLC now owns 8,651 shares of the company’s stock valued at $448,000 after purchasing an additional 207 shares during the period. Forum Financial Management LP raised its position in shares of JPMorgan Nasdaq Equity Premium Income ETF by 4.7% in the second quarter. Forum Financial Management LP now owns 4,680 shares of the company’s stock valued at $255,000 after buying an additional 209 shares in the last quarter. Anderson Financial Strategies LLC boosted its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF by 0.6% in the second quarter. Anderson Financial Strategies LLC now owns 38,666 shares of the company’s stock valued at $2,103,000 after buying an additional 216 shares during the period. Fortis Advisors LLC lifted its position in shares of JPMorgan Nasdaq Equity Premium Income ETF by 3.5% during the 2nd quarter. Fortis Advisors LLC now owns 6,966 shares of the company’s stock valued at $379,000 after acquiring an additional 234 shares during the period. Finally, AllSquare Wealth Management LLC increased its position in shares of JPMorgan Nasdaq Equity Premium Income ETF by 91.6% in the first quarter. AllSquare Wealth Management LLC now owns 502 shares of the company’s stock worth $26,000 after purchasing an additional 240 shares during the period.

JPMorgan Nasdaq Equity Premium Income ETF Trading Down 1.1%

Shares of JPMorgan Nasdaq Equity Premium Income ETF stock opened at $56.77 on Wednesday. JPMorgan Nasdaq Equity Premium Income ETF has a 1-year low of $44.31 and a 1-year high of $59.42. The company has a market cap of $30.66 billion, a PE ratio of 32.17 and a beta of 0.83. The company has a 50 day moving average of $57.64 and a 200-day moving average of $55.26.

JPMorgan Nasdaq Equity Premium Income ETF Increases Dividend

The business also recently announced a monthly dividend, which was paid on Wednesday, November 5th. Shareholders of record on Monday, November 3rd were given a $0.4755 dividend. This is an increase from JPMorgan Nasdaq Equity Premium Income ETF’s previous monthly dividend of $0.45. This represents a c) dividend on an annualized basis and a yield of 10.1%. The ex-dividend date was Monday, November 3rd.

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.