Saxony Capital Management LLC Has $3.74 Million Stock Holdings in JPMorgan Nasdaq Equity Premium Income ETF $JEPQ

Saxony Capital Management LLC raised its holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) by 53.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 64,407 shares of the company’s stock after buying an additional 22,322 shares during the quarter. JPMorgan Nasdaq Equity Premium Income ETF accounts for 2.3% of Saxony Capital Management LLC’s investment portfolio, making the stock its 9th largest holding. Saxony Capital Management LLC’s holdings in JPMorgan Nasdaq Equity Premium Income ETF were worth $3,743,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Fortis Advisors LLC increased its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF by 2.5% in the 3rd quarter. Fortis Advisors LLC now owns 7,143 shares of the company’s stock valued at $411,000 after acquiring an additional 177 shares in the last quarter. Chapin Davis Inc. boosted its stake in JPMorgan Nasdaq Equity Premium Income ETF by 0.6% during the third quarter. Chapin Davis Inc. now owns 30,409 shares of the company’s stock worth $1,749,000 after acquiring an additional 183 shares in the last quarter. Joseph P. Lucia & Associates LLC boosted its stake in JPMorgan Nasdaq Equity Premium Income ETF by 0.5% during the third quarter. Joseph P. Lucia & Associates LLC now owns 36,166 shares of the company’s stock worth $2,080,000 after acquiring an additional 192 shares in the last quarter. Parallel Advisors LLC grew its holdings in JPMorgan Nasdaq Equity Premium Income ETF by 1.0% in the third quarter. Parallel Advisors LLC now owns 18,783 shares of the company’s stock worth $1,080,000 after purchasing an additional 193 shares during the period. Finally, KFA Private Wealth Group LLC increased its stake in JPMorgan Nasdaq Equity Premium Income ETF by 3.8% in the fourth quarter. KFA Private Wealth Group LLC now owns 5,475 shares of the company’s stock valued at $318,000 after purchasing an additional 200 shares in the last quarter.

JPMorgan Nasdaq Equity Premium Income ETF Price Performance

Shares of JEPQ opened at $53.77 on Tuesday. The stock has a 50-day moving average of $57.65 and a 200-day moving average of $57.92. The company has a market cap of $31.03 billion, a PE ratio of 32.17 and a beta of 0.83. JPMorgan Nasdaq Equity Premium Income ETF has a one year low of $44.31 and a one year high of $60.14.

About JPMorgan Nasdaq Equity Premium Income ETF

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.