Aventura Private Wealth LLC Makes New Investment in JPMorgan Nasdaq Equity Premium Income ETF $JEPQ

Aventura Private Wealth LLC acquired a new stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 302,951 shares of the company’s stock, valued at approximately $17,608,000. JPMorgan Nasdaq Equity Premium Income ETF makes up about 6.3% of Aventura Private Wealth LLC’s portfolio, making the stock its 3rd biggest holding. Aventura Private Wealth LLC owned 0.05% of JPMorgan Nasdaq Equity Premium Income ETF as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Sagespring Wealth Partners LLC lifted its position in JPMorgan Nasdaq Equity Premium Income ETF by 25.7% during the 4th quarter. Sagespring Wealth Partners LLC now owns 5,285 shares of the company’s stock worth $307,000 after buying an additional 1,079 shares in the last quarter. KFA Private Wealth Group LLC raised its position in JPMorgan Nasdaq Equity Premium Income ETF by 3.8% during the fourth quarter. KFA Private Wealth Group LLC now owns 5,475 shares of the company’s stock worth $318,000 after acquiring an additional 200 shares in the last quarter. Private Client Services LLC acquired a new stake in JPMorgan Nasdaq Equity Premium Income ETF in the fourth quarter valued at $348,000. Sulzberger Capital Advisors Inc. lifted its stake in JPMorgan Nasdaq Equity Premium Income ETF by 32.2% in the fourth quarter. Sulzberger Capital Advisors Inc. now owns 41,657 shares of the company’s stock valued at $2,421,000 after acquiring an additional 10,147 shares during the last quarter. Finally, TrueWealth Advisors LLC increased its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF by 4.2% during the 4th quarter. TrueWealth Advisors LLC now owns 44,471 shares of the company’s stock worth $2,585,000 after purchasing an additional 1,795 shares during the last quarter.

JPMorgan Nasdaq Equity Premium Income ETF Stock Down 1.7%

Shares of NASDAQ JEPQ opened at $55.76 on Friday. JPMorgan Nasdaq Equity Premium Income ETF has a twelve month low of $44.31 and a twelve month high of $60.14. The business’s 50 day moving average price is $58.09 and its two-hundred day moving average price is $57.92. The company has a market cap of $32.18 billion, a PE ratio of 32.17 and a beta of 0.83.

JPMorgan Nasdaq Equity Premium Income ETF Increases Dividend

The business also recently disclosed a monthly dividend, which was paid on Wednesday, March 4th. Stockholders of record on Monday, March 2nd were given a $0.509 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This is a boost from JPMorgan Nasdaq Equity Premium Income ETF’s previous monthly dividend of $0.47. This represents a c) annualized dividend and a dividend yield of 11.0%.

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.