Capital Advisors Inc. OK Grows Stock Position in JPMorgan Nasdaq Equity Premium Income ETF $JEPQ

Capital Advisors Inc. OK increased its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) by 2.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,121,601 shares of the company’s stock after purchasing an additional 31,566 shares during the quarter. JPMorgan Nasdaq Equity Premium Income ETF accounts for approximately 1.0% of Capital Advisors Inc. OK’s holdings, making the stock its 26th biggest position. Capital Advisors Inc. OK owned approximately 0.20% of JPMorgan Nasdaq Equity Premium Income ETF worth $65,187,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of JEPQ. Investment Partners Asset Management Inc. purchased a new position in JPMorgan Nasdaq Equity Premium Income ETF during the 4th quarter worth $3,157,000. ADG Wealth Management Group LLC boosted its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF by 2.9% in the fourth quarter. ADG Wealth Management Group LLC now owns 149,573 shares of the company’s stock valued at $8,693,000 after acquiring an additional 4,204 shares in the last quarter. Saxony Capital Management LLC boosted its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF by 53.0% in the fourth quarter. Saxony Capital Management LLC now owns 64,407 shares of the company’s stock valued at $3,743,000 after acquiring an additional 22,322 shares in the last quarter. Lewis Asset Management LLC increased its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF by 10.1% during the fourth quarter. Lewis Asset Management LLC now owns 16,361 shares of the company’s stock worth $951,000 after acquiring an additional 1,498 shares during the period. Finally, Silver Oak Securities Incorporated increased its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF by 6.0% during the fourth quarter. Silver Oak Securities Incorporated now owns 85,207 shares of the company’s stock worth $5,035,000 after acquiring an additional 4,817 shares during the period.

JPMorgan Nasdaq Equity Premium Income ETF Stock Up 3.3%

NASDAQ JEPQ opened at $55.52 on Wednesday. The stock has a market capitalization of $32.04 billion, a P/E ratio of 32.17 and a beta of 0.83. JPMorgan Nasdaq Equity Premium Income ETF has a 52-week low of $44.31 and a 52-week high of $60.14. The firm has a 50-day moving average price of $57.60 and a 200 day moving average price of $57.92.

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. The fund also invests in ELNs in seeking income generation. JEPQ was launched on May 3, 2022 and is managed by JPMorgan Chase.