Beacon Financial Planning Inc. Has $849,000 Holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Beacon Financial Planning Inc. grew its position in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) by 140.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,056 shares of the company’s stock after purchasing an additional 8,795 shares during the quarter. Beacon Financial Planning Inc.’s holdings in JPMorgan Nasdaq Equity Premium Income ETF were worth $849,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in JEPQ. Glen Eagle Advisors LLC grew its holdings in JPMorgan Nasdaq Equity Premium Income ETF by 7.6% in the 3rd quarter. Glen Eagle Advisors LLC now owns 2,673 shares of the company’s stock valued at $147,000 after buying an additional 188 shares in the last quarter. Fortis Advisors LLC boosted its position in shares of JPMorgan Nasdaq Equity Premium Income ETF by 2.8% in the fourth quarter. Fortis Advisors LLC now owns 7,180 shares of the company’s stock valued at $405,000 after acquiring an additional 198 shares during the period. Mayflower Financial Advisors LLC grew its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF by 4.2% in the fourth quarter. Mayflower Financial Advisors LLC now owns 5,008 shares of the company’s stock valued at $282,000 after acquiring an additional 200 shares in the last quarter. Round Rock Advisors LLC increased its position in JPMorgan Nasdaq Equity Premium Income ETF by 1.4% during the fourth quarter. Round Rock Advisors LLC now owns 14,324 shares of the company’s stock worth $808,000 after acquiring an additional 200 shares during the period. Finally, Lifestyle Asset Management Inc. raised its stake in JPMorgan Nasdaq Equity Premium Income ETF by 0.4% in the 3rd quarter. Lifestyle Asset Management Inc. now owns 58,159 shares of the company’s stock worth $3,195,000 after purchasing an additional 217 shares in the last quarter.

JPMorgan Nasdaq Equity Premium Income ETF Stock Up 0.9 %

Shares of NASDAQ:JEPQ opened at $57.13 on Wednesday. JPMorgan Nasdaq Equity Premium Income ETF has a 12-month low of $47.67 and a 12-month high of $58.31. The company’s 50 day moving average price is $57.23 and its two-hundred day moving average price is $55.21. The firm has a market cap of $22.42 billion, a PE ratio of 32.10 and a beta of -0.84.

JPMorgan Nasdaq Equity Premium Income ETF Cuts Dividend

The business also recently disclosed a dividend, which will be paid on Wednesday, February 5th. Shareholders of record on Monday, February 3rd will be paid a dividend of $0.4502 per share. The ex-dividend date of this dividend is Monday, February 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.