Jepi top holdings.

JEPI was public at $50 per share and has generated $17.55 in distributed income from 41 monthly distributions. Investors who purchased shares on the ground floor have generated 35.11% of their ...

Jepi top holdings. Things To Know About Jepi top holdings.

View the top holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI). Plus view geographic exposure, currency exposure, sector …1.43%. Accenture PLC Class A. ACN. 1.43%. View Top Holdings and Key Holding Information for JPMorgan Equity Premium Income ETF (JEPI).Top 10 Percentage. 26.22%. Asset Class. Equity. Category. Size And Style. Region. North America. See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters. What is the prediction for JEPI? JEPI Analyst Price Target Based on 1,693 Wall Street analysts offering 12 month price targets to JEPI holdings in the last 3 months. The average price target is $61.48 with a high forecast of $70.37 and a low forecast of $51.48. The average price target represents a 12.51% change from the last price of $54.64.JEPI Top Holdings ; AMZN · AMAZON.COM INC COMMON, 1.73% ; PGR · PROGRESSIVE CORP/THE, 1.69% ; INTU · INTUIT INC COMMON STOCK, 1.57% ; MA · MASTERCARD INC COMMON ...

Case in point, JEPI currently sports a 30-day SEC yield of 8.48% and a 12-month rolling dividend yield of 11.04%, while JEPQ clocks in at 10.75% and 12.86% respectively. JEPQ vs JEPI: The Verdict

Find JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) top 10 holdings and sector breakdown by %. ... Holdings and Sector Allocations. Follow $48.90 0.04 (+0.09%) 4:00 PM 12/01/23.All holdings as of date 12/01/23 Displaying 1 - 100 of 104. VERIZON COMMUNICATIONS INC Fund Data AMGEN INC Fund Data. BROADCOM INC ... BEST BUY INC : 086516101 : BBY : 3,124,468 : 0.45% $221.6M : KELLANOVA : 487836108 ...

Sep 26, 2023 · JPMorgan Equity Premium Income ETF JEPI Portfolio | Medalist Rating as of Sep 26, 2023 | See JPMorgan Investment Hub Quote Chart Fund Analysis Performance Sustainability Risk Price Portfolio... Novartis AG Registered Shares. NOVN.SW. 0.73%. AstraZeneca PLC. AZN.L. 0.70%. View Top Holdings and Key Holding Information for Vanguard Total Intl Stock Idx Fund (VXUS).26 de ago. de 2023 ... ... JEPI, JEPQ, NUSI Income ETF, Income ETF, JEPI, DIVO, IDVO, High ... MAGS - The Magnificent 7 ETF - Is there room to run for these 7 stocks?JEPI top five holdings as of 31 March 2023. Data source: JEPI. Notwithstanding, JEPI investors can still have conviction over its managers' selection, benefiting from their defensible business ...

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 ...

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While JEPI’s top holdings are populated by stocks from steady, defensive, but lower-growth industries like consumer staples and financials, JEPQ features a heavy focus on the tech sector. 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 ...Aug 10, 2023 · It holds 118 stocks, and its top 10 holdings make up just 17.5% of assets. Below, you can take a look at JEPI’s top 10 holdings using TipRanks' holdings tool. Mar 30, 2023 · Its top 10 holdings make up a minuscule 17.5% of the fund. Below is an overview of JEPI’s top holdings , using TipRanks’ holdings tool, which gives investors a birds-eye view of key data about ... Moreover, JEPI's total holdings are more diversified than SPYD's, and its top 10 holdings constitute only 14.91% of its total portfolio, which is even lower than SPYD's top 10 holdings.Schwab S&P 500 Index Fund (SWPPX) All holdings as of date 10/31/23. Displaying 1 - 100 of 503. Fund Name. CUSIP. Symbol. Quantity. % of Assets. Market Value.3 de jul. de 2020 ... Launched on May 21, the JPMorgan Equity Premium Income ETF (JEPI) and JPMorgan International Growth ETF ... Its top five holdings in order of ...JEPQ has a similar approach to its investment strategy as JEPI. ... As of 1/13/23, JEPQ had 50.24% of its net assets tied to its top 10 holdings. I downloaded the entire roster of holdings and ...

For that same 16.5% you could get the entire top 10 holdings of JEPI. In addition, JEPI is actively managed (the article should really mention this; it's what your 35bp expense ratio is paying for ...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 ...Investors who like JEPI’s style now have another high-yield competitor to consider — the NEOS S&P 500 High Income ETF ... and its top 10 holdings account for 30.7% of its assets.JEPI is an income ETF from J.P. Morgan. It's called the JPMorgan Equity Premium Income ETF. In a nutshell, JEPI is holding a basket of low-volatility stocks selected from the S&P 500 Index (the largest 500 U.S. companies), on which it sells covered call options via ELN's (Equity Linked Notes) to generate income.JEPI. A Closer Look At The Top 5 Holdings AbbVie . AbbVie is the new top position within JEPI. The company had the top selling drug in the world in Humira for a number of years. But in 2023, the ...

Top 15 Holdings New. J.P. Morgan Nasdaq Equity Premium Income ETF Symbol Symbol Holding Holding % Assets % Assets N/A: EQUITY OTHER: 14.81%: MSFT: Microsoft Corporation: 8.96%: ... JEPI JPMorgan Equity Premium Income ETF SCHD Schwab US Dividend Equity ETF IWD iShares Russell 1000 Value ETF

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 ...The average holding of JEPI typically has a beta of 0.7 and the fund itself has a beta of 0.61 which means the average holding of JEPI is 30% less ... Below are the top 7 holdings of JEPQ and ...Oct 20, 2022 · For that same 16.5% you could get the entire top 10 holdings of JEPI. In addition, JEPI is actively managed (the article should really mention this; it's what your 35bp expense ratio is paying for ... The five "SPX" holdings listed in JEPI's top 10 represent ELNs from large banks, mainly running at ~3.3% of assets. Together with the five big cap names the top 10 holdings comprise ~24% of JEPI's ...JEPI's Top 50 Holdings. Fund Visualizer . Fund Visualizer . Fund Visualizer . Fund Visualizer . JEPI owns 111 companies, some of the best blue-chips on earth.Learn everything about JPMorgan Equity Premium Income ETF (JEPI). Free ratings, analyses, holdings, benchmarks, quotes, and news.Dec 1, 2023 · A high-level overview of JPMorgan Equity Premium Income ETF (JEPI) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.

JEPI is suitably diversified, with 116 holdings, and its top 10 positions make up just 17.5% of assets. Below is a look at JEPI’s top holdings using TipRanks’ holdings tool. As you can see ...

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Nov 24, 2023 · 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. The JEPI ETF seems like the best of both worlds, offering a 10.6% dividend yield and downside protection in a bear market. Click to read why I'm not a buyer.If you’re going out of town for a while and don’t have a neighbor or nearby friend or family member who can collect your mail, you might be worried about it filling up in your mailbox.JEPI: JPMORGAN EQUITY PREMIUM INCOME ETF - Fund Holdings. Get up to date fund holdings for JPMORGAN EQUITY PREMIUM INCOME ETF from Zacks Investment Research.Let's have a look at the top 10 holdings within the JEPI portfolio: JEPI. The top position is actually Adobe , but as you can see the exposure rate is pretty low across the board with all 10 ...Learn everything about JPMorgan Equity Premium Income ETF (JEPI). Free ratings, analyses, holdings, benchmarks, quotes, and news.JEPI utilizes a two-pronged strategy. Its core portfolio is built mostly from S&P 500 stocks that centers around undervalued stocks and exhibits lower volatility than the broader market.For the best viewing experience, visit this page from your desktop or laptop. Premium/Discount chart . Current qtr. Q3 2023. Q2 2023. Q1 2023. Q4 ... The fund tends to invest a high percentage of assets in its ten largest holdings. My Accounts. Log in. Products & services. Compare advice services. Investment products overview ...FEPI owns just 15 stocks, and its top 10 holdings account for 67% of the fund. Below, you can take a look at an overview of FEPI’s top 10 holdings using TipRanks’ holdings tool.View J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF's expense ratio, return performance, holdings, news, and more.

Jan 19, 2023 · JEPI's lower-risk holdings should be particularly beneficial for retirees, for obvious reasons. Conclusion JEPQ is an actively-managed fund investing in Nasdaq-100 companies, and indirectly ... Nov 24, 2023 · The 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 so there is limited ... Distribution History. 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.Scroll right on mobile. A few noticeable differences between JEPI vs JEPQ: JEPI is a larger fund by 5X and older by two years. Both expense ratios are low for actively managed ETFs — identical at the time of writing. JEPQ has a much higher percentage in the top 10 holdings, indicating it is less diversified.Instagram:https://instagram. nasdaq grabpet care costgold royalties stocksis gazelle iphone legit JEPI is on it's way to being my second largest holdings, likely 15% of my portfolio. SCHD is #1. JEPI's holdings are top notch, primarily dividend paying, low volatility companies within the S&P 500.Perhaps the most popular ETF in the world right now is the JPMorgan Equity Premium Income ETF (JEPI).This year, it's taken in more than $11 billion in net new money (the 5th largest amount of 2023 ... charles schwab private clientvanguard admiral health care fund Holdings. Elevate your fund analysis with Holdings Data, allowing you to dive deeply into the intricacies of ETFs and Mutual Funds. Unlock comprehensive insights, track historical transformations, and employ powerful tools for comparison and categorization, propelling you to stay ahead in your investment strategies. jollibee stocks Its top 10 holdings make up a minuscule 17.5% of the fund. Below is an overview of JEPI’s top holdings , using TipRanks’ holdings tool, which gives investors a birds-eye view of key data about ...JEPI's Holdings. JEPI is well-diversified, with holdings spread out across 115 U.S.-based stocks. Its top 10 holdings make up a mere 17.1% of assets, and no individual stock makes up more than 1. ...