Jepq holdings.

Category Overview. There are 896 funds in the US Equities category, with an average ALTAR Score™ of 6.1% and a standard deviation of 3.1%. JEPQ's ALTAR Score™ is approximately 0.4 standard deviations below the category average. This places JEPQ in the 35th percentile among funds in the category. Consensus Recommendation.This dividend-stock ETF has a 12% yield and is beating the S&P 500 by a substantial amount Last Updated: Jan. 28, 2023 at 8:14 a.m. ET First Published: Jan. 23, 2023 at 8:34 a.m. ETDiscover historical prices for JEPQ stock on Yahoo Finance. View daily, weekly or monthly format back to when JPMorgan Nasdaq Equity Premium Income ETF stock was issued. ... Holdings; Performance ... Start Free Trial. A list of holdings for JEPQ (J.P. Morgan Nasdaq Equity Premium Income ETF) with details about each stock and its percentage weighting in the …

Nov 24, 2023 · JEPQ is Nasdaq-only and has a high percentage of assets in the top 10 holdings (concentration risk). Covered call ETFs are a relatively new category. JEPI is older, more established, and has more assets under management than JEPQ. JEPQ has outperformed JEPI since JEPQ’s inception (see chart below for the latest). But both funds are immature. JEPQ: JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - Fund Holdings. Get up to date fund holdings for JPMORGAN NASDAQ EQUITY PREMIUM …Looking at the top 10 holdings and sector breakdown below, you will see JEPQ has much more exposure to the top holdings and the technology sector whereas JEPI was more diversified. JEPQ

While that is true, JEPI is far less concentrated in its top 10 holdings where the 10 largest holdings only make up ~15% of the portfolio compared to 41% for SCHD. Top 10 Weight: 40.72% Top 10 ...WebThe JPMorgan Equity Premium Income ETF ( JEPI) is an actively managed fund that generates income by selling options on U.S. large cap stocks. The fund invests in S&P 500 stocks that exhibit low-volatility and value characteristics, and sells options on those stocks to generate additional income. JEPI was launched in May 2020 …

View Top Holdings and Key Holding Information for JPMorgan Equity Premium Income ETF (JEPI).It's up 4.59% over the past month though, a bit better than the S&P's 3.69% gain. Looking back over the past 5 years, the Blackrock ETF, CII, has come closest to the S&P total return, based upon ...WebJEPQ’s holdings have an average price-to-earnings multiple of 22.3 versus an average P/E multiple of 19 for JEPI. SDIV is interesting for its sky-high yield and deserves credit for its long-term ...WebFind JPMorgan Equity Premium Income ETF (JEPI) top 10 holdings and sector breakdown by %.The current volatility for JPMorgan Equity Premium Income ETF (JEPI) is 1.98%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.94%. This indicates that JEPI experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their …

View Top Holdings and Key Holding Information for JPMorgan Equity Premium Income ETF (JEPI).

JEPI and JEPQ are large holdings in my portfolio. Reply Like (15) F. Fero. 23 ... @alpine JEPQ is certainly viewed as riskier investing in non-dividend or low paying growth stocks of the NAS 100 ...Web

Jepi's dividend goes up with high vix and low with low vix. I am up 4% on jepi and 20.7% on jepq. ... Wow that's a bummer. I think I am going to sell majority of my JEPI and JEPQ holdings and lock in majority of my $6k+ gains and put them into YieldMax ETFs where the dividend is likely to remain juicy longer.A list of holdings for JEPQ (J.P. Morgan Nasdaq Equity Premium Income ETF) with details about each stock and its percentage weighting in the ETF.It's up 4.59% over the past month though, a bit better than the S&P's 3.69% gain. Looking back over the past 5 years, the Blackrock ETF, CII, has come closest to the S&P total return, based upon ...Web2022. $6.36. 2021. $4.16. 2020. $3.23. JEPI | A complete JPMorgan Equity Premium Income ETF exchange traded fund overview by MarketWatch. View the latest ETF prices and news for better ETF investing.WebLatest JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stock price, holdings, dividend yield, charts and performance. 🚀 Enjoy a 7-Day Free Trial Thru Dec 09, 2023! Sign UpWebJEPQ and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 …WebNov 30, 2023 · I believe that JEPI and JEPQ sell one month calls 2 - 4% out-of-the money on no more than 20% of the value of their holdings. They sell calls on their respective indexes, NOT on their holdings.

3.54%. Meta Platforms Inc Class A. META. 3.38%. View Top Holdings and Key Holding Information for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Performance. JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Performance. The total return for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stock is 25.72% over the past 12 months. So far it's up 32.17% this year. Includes price appreciation + reinvested dividends.WebIf JPM goes under, your primary worry will be about whether there’s already a bear in that suddenly very appealing cave. The fund would liquidate its shares and pay out the value of the NAV to its holders. The value of an ETF is worth is its holdings. JEPI and JEPQ don't hold a lot of JPM shares....JEPI holdings also closer to equal weighted than S&P 500. ~91 holdings from S&P 500, top weight is 1.64% for GOOG. History of JEPAX crashes may show that selection and weighting difference don't ...View the latest J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ) stock price and news, and other vital information for better exchange traded fund investing. ... Top 10 Holdings JEPQ. As of 10 ...

Mar 10, 2023 · The fund is fairly well-diversified with 78 holdings, although JEPQ’s top 10 holdings make up 53.3% of assets, mirroring the composition of other Nasdaq-oriented funds like the Invesco QQQ Trust.

This table includes only holdings in securities listed on major US Stock Exchanges. This ETF has holdings that are not listed in this table. (82 displayed out of 87 reported by asset manager.) View JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) ETF Holdings. Lists holdings for JEPQ, if available, including weight and current stock …WebDate. Income Distribution. YTD. $3.77. 2022. $3.85. JEPQ | A complete J.P. Morgan Nasdaq Equity Premium Income ETF exchange traded fund overview by MarketWatch. View the latest ETF prices and news ...If JPM goes under, your primary worry will be about whether there’s already a bear in that suddenly very appealing cave. The fund would liquidate its shares and pay out the value of the NAV to its holders. The value of an ETF is worth is its holdings. JEPI and JEPQ don't hold a lot of JPM shares....The SPDR Blackstone Senior Loan ETF (the “Fund”) seeks to provide current income consistent with the preservation of capital. In pursuing its investment objective, the Fund seeks to outperform the Markit iBoxx USD Liquid Leveraged Loan Index (the “Primary Index”) and the Morningstar LSTA U.S. Leveraged Loan 100 Index (the …The table below compares many ETF metrics between JEPQ and QYLD. Compare fees, performance, dividend yield, holdings, technical indicators, and many other metrics to make a better investment decision. Overview. Holdings.Nov 13, 2023 · JEPI and JEPQ are two of the most popular income ETFs in the market today and with good reason. Both have high yields, with JEPI yielding 9.3% and JEPQ 11.1%. JEPQ has outperformed the S&P 500 ... JEPI and JEPQ are two of the most popular income ETFs in the market today and with good reason. Both have high yields, with JEPI yielding 9.3% and JEPQ 11.1%. JEPQ has outperformed the S&P 500 ...JEPQ presents retirees and investors alike with the best of both worlds. The NASDAQ 100 equity and covered call ETF is designed to provide high income with the opportunity for capital appreciation.JEPQ's top 10 holdings also differ significantly from the index. Four of its top 10 holdings, comprising 14% of the total portfolio, are ELNs used to generate income. While its top equity holdings ...

JEPQ's dividend yield, history, payout ratio, proprietary DARS™ rating & much more! Dividend.com: The #1 Source For Dividend Investing. Home ... JEPQ - Holdings Concentration Analysis. JEPQ Category Low Category High JEPQ % Rank; Net Assets: 5.58 B: 187 K: 227 B: N/A: Number of Holdings: 87: 2: 3509: N/A: Net Assets in Top 10: …Web

Analyst’s Disclosure: I/we have a beneficial long position in the shares of SPY, JEPI, JEPQ either through stock ownership, options, or other derivatives. I wrote this article myself, and it ...

The JPMorgan Nasdaq Equity Premium Income ETF seeks current income while maintaining prospects for capital appreciation. Price ($) Date. Value. 11/29/2023. $49.32. 11/24/2023. $49.23. 11/17/2023.Holdings: 136: Inception Date: May 20, 2020: About JEPI ... Other symbols: JEPQ. 3 months ago - Yahoo Finance. JEPI ETF is a good complement to SPDR S&P 500 fund (SPY) The JP Morgan Equity Premium Income Fund (JEPI) is doing modestly well this year as the stocks rally gains steam.JEPI and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JEPI is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.3.54%. Meta Platforms Inc Class A. META. 3.38%. View Top Holdings and Key Holding Information for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).All holdings as of date 12/01/23 Displaying 1 - 100 of 104. VERIZON COMMUNICATIONS INC Fund Data. AMGEN INC Fund Data BROADCOM INC Fund Data. COCA-COLA Fund Data. ABBVIE INC Fund Data. PEPSICO INC Fund Data. MERCK & …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.JEPQ is an exchange-traded fund that seeks to provide current income and capital appreciation by investing in U.S. large cap growth stocks and selling options. The …JEPQ Website. So JEPI uses active stock selection to get further away from S&P 500 where it needs to whereas JEPQ is still sticking to its benchmark. Finally JEPI sells calls on the S&P 500 while ...WebFor performance current to the most recent month-end, please call 1-800-338-4345. 12-month rolling yield is shown for all asset classes with the exception of fixed income, where yield to maturity is shown, and 30-day SEC yield is used for JEPI. 30-day SEC yield (unsubsidized), 7.90%; 12-month rolling dividend yield, 9.82%; as of 9/30/23.Many of them are on a discount at the moment which means you get more cashflows (and dividends) per dollar. You also get growth as well. The problem with JEPI, JEPQ, QYLD is that despite the high yield, they have low returns (and high fees). There is a difference in needing cash now versus a monthly income stream.JEPI vs. JEPQ - Performance Comparison. In the year-to-date period, JEPI achieves a 7.63% return, which is significantly lower than JEPQ's 32.16% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends. 0.00% 5.00% 10.00% 15.00% June July August September October ...JEPQ is an exchange-traded fund that seeks to provide current income and capital appreciation by investing in U.S. large cap growth stocks and selling options. The …

Dec 1, 2023 · A high-level overview of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. Jul 10, 2023 · JEPQ holds 81 stocks, and its top 10 holdings account for 58.7% of assets. Therefore, JEPQ is much more concentrated than JEPI, where the top 10 holdings make up just 17.5% of assets. For instance ... QYLD also offers investors a very attractive monthly income yield that is roughly on par with JEPI's. In fact, it is slightly higher than JEPI's at 12.67% annualized over the past twelve months ...WebInstagram:https://instagram. software optionswhich bank gives debit card instantlyet stock price targetqqq stock premarket See the top 5 holdings and sector weightings of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), an exchange-traded fund that invests in U.S. equities with high dividend yield. The fund has 81.61% of its assets in stocks and 0.00% in bonds, with a median market cap of N/A. new ev companiesrace option trading JEPQ is 5% of my total portfolio. Most of my positions are individual stocks: AMZN, INTC, PLTR… just to name a few. Do any of you sell CC against your other holdings to generate even more income and what strategy do you typically take? For example, I sold one CC against my Amazon today. 1/19 155 strike for $170 premium. dragonfly batteries I believe that JEPI and JEPQ sell one month calls 2 - 4% out-of-the money on no more than 20% of the value of their holdings. >>> JEPI & JEPQ write monthly calls against 100% of their positions 2 ...WebResearch JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Get 20 year performance charts for JEPQ. See expense ratio, holdings, dividends, price history & more. 100% free analysis on JEPQ, no signups required.Web