Perigon Wealth Management LLC Has $675,000 Stock Holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Perigon Wealth Management LLC raised its holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) by 50.9% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 13,525 shares of the company’s stock after acquiring an additional 4,563 shares during the quarter. Perigon Wealth Management LLC’s holdings in JPMorgan Nasdaq Equity Premium Income ETF were worth $675,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Legacy Financial Group LLC bought a new position in JPMorgan Nasdaq Equity Premium Income ETF during the 3rd quarter worth $27,000. Global Wealth Strategies & Associates bought a new position in shares of JPMorgan Nasdaq Equity Premium Income ETF during the fourth quarter worth about $27,000. Sunbelt Securities Inc. lifted its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF by 266.7% in the second quarter. Sunbelt Securities Inc. now owns 550 shares of the company’s stock worth $27,000 after acquiring an additional 400 shares during the period. Creative Planning bought a new stake in JPMorgan Nasdaq Equity Premium Income ETF in the third quarter valued at approximately $27,000. Finally, Valley National Advisers Inc. acquired a new stake in JPMorgan Nasdaq Equity Premium Income ETF during the 3rd quarter valued at approximately $31,000.

JPMorgan Nasdaq Equity Premium Income ETF Stock Performance

Shares of NASDAQ JEPQ opened at $53.40 on Monday. The company’s 50 day moving average price is $53.19 and its 200-day moving average price is $50.44. JPMorgan Nasdaq Equity Premium Income ETF has a 52-week low of $44.12 and a 52-week high of $54.47. The company has a market capitalization of $12.07 billion, a P/E ratio of 23.03 and a beta of -0.84.

JPMorgan Nasdaq Equity Premium Income ETF Increases Dividend

The company also recently announced a monthly dividend, which was paid on Thursday, April 4th. Investors of record on Tuesday, April 2nd were issued a $0.4273 dividend. This is a positive change from JPMorgan Nasdaq Equity Premium Income ETF’s previous monthly dividend of $0.42. The ex-dividend date was Monday, April 1st. This represents a $5.13 annualized dividend and a yield of 9.60%.

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.