Jepi stock holdings.

INCOME. DISTRIBUTION. 2022. $6.36. 2021. $4.16. 2020. $3.23. View the latest JPMorgan Equity Premium Income ETF (JEPI) stock price and news, and other vital information for better exchange traded ... Nov 27, 2023 · JEPI: JPMORGAN EQUITY PREMIUM INCOME ETF - Fund Holdings. Get up to date fund holdings for JPMORGAN EQUITY PREMIUM INCOME ETF from Zacks Investment Research 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).WebJEPI is much better diversified fund than JEPQ since the JEPI only invests 16.26% or less of the fund's assets in any one sector of the market and the fund's largest holding is just 1.69% of the ...The “Halftime Report” investment committee’s current list of disclosures. Stay up-to-date with the committee’s latest buys, sells, and trades. To learn more about our committee members ...

JEPI is an exchange-traded fund that invests in dividend-paying stocks from various sectors and industries. See the top 10 holdings, sector weightings, and key holding information for JEPI, as well as its price/earnings, price/book, and price/sales ratios.Find the latest JPMorgan Equity Premium Income ETF (JEPI) stock quote, history, news and other vital information to help you with your stock trading and investing.

Among the many effects of an economy in recession are interest rates falling, profits plunging, unemployment rates rising, and the stock market becoming unstable. People tend to hold onto their money rather than spend it, and financial fear...Aug 1, 2023 · Ticker - JEPI. Expenses - 0.35%. Strategy - Combines defensive U.S. large cap equity portfolio with options overlay to pursue income and capital appreciation. Four ways to build stronger portfolios with JEPI. Add to income portfolios to pursue consistent, attractive yields regardless of what happens with interest rates or equity dividends.

Retired investor. I have 5% Total Portfolio weight in JEPI..~8% of Stock Portfolio. SCHD makes up largest stock ETF. Also DIVO/JEPQ. Reply Like (5) V. Valuestocks007. 27 Oct. 2022. Premium.Inception date of JPMorgan Equity Premium Income ETF: 5/20/20. Past performance is not necessarily a reliable indicator for current and future performance. Total return assumes …Invesco QQQ Trust, Series 1. $363.37 -4.83 -1.31%. Investors may trade in the Pre-Market (4:00-9:30 a.m. ET) and the After Hours Market (4:00-8:00 p.m. ET). Participation from …The Fund seeks to distribute high monthly income generated from investing in the constituents of the S&P 500 Index and implementing a data-driven call option strategy. Actively managed by NEOS, the Fund seeks to take advantage of tax loss harvesting opportunities in addition to utilizing SPX Index options classified as section 1256 …Web

The top holdings are mega-cap tech stocks like Microsoft, Apple, Alphabet, Amazon, and Tesla. Unlike JEPI, in which no single holding makes up more than a 2% position in the fund, top holdings ...

The turnover rate is 18%. JPMorgan Equity Premium Income ETF (JEPI)'s Total Assets is $28.85 Bil , Total Liabilities is $996.16 Mil , Net Assets is $27.86 Bil . In JPMorgan Equity Premium Income ETF (JEPI)'s current portfolio as of 2023-06-30, the top 5 holdings are Adobe Inc (ADBE), Amazon.com Inc (AMZN), Microsoft Corp (MSFT), Mastercard Inc ...

Oct 25, 2023 · As of writing this (10/23/23), JEPI’s year-to-date total return has been 3.05% — with shares of the ETF having traded down -3.62%, closing the day at $52.50 per share. Compare this now to the ... I think JEPI is a fine fund to use as an alternative to a balanced fund of stocks and bonds. JEPI is 80% stocks with a low volatility factor and 20% in covered calls which have done a much better job than bonds in the last few years. I think of JEPI as a better 60/40 for the current times. My HSA is made up entirely of JEPI.JEPI holdings list (top 50 stocks and ELNs) and the weight of each asset. There's also a JEPI holdings chart to visualize asset weight.as of 11/28/2023. Product summary. The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fundu001as primary benchmark, the Standard & Pooru001as 500 ...Learn more about the J.P. Morgan Tax Aware Diversified Income Fund, a mutual fund that seeks to provide tax-efficient income and capital appreciation. Read the prospectus to find out the fund's objectives, risks, fees, and performance.

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 volatile than S&P 500 and JEPI is 39% less ...The following list of exchange-traded funds is not in any particular order and is offered only as an example of some of the funds that fall into the category of the monthly-dividend paying ETFs. 1 ...Prior to that, JEPI posted an impressive total return of 21.5% in 2021, which lagged the S&P 500 and Nasdaq but was still a nice return for investors. 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.JEPI’s top holdings are a mix of high-flying technology stocks like Adobe, Amazon, and Microsoft paired with reliable, long-time dividend payers like Pepsico and Hershey.Get detailed information about the JPMorgan Equity Premium Income ETF. View the current JEPI stock price chart, historical data, premarket price, ...Learn how it impacts everything we do. JEPI Portfolio - Learn more about the JPMorgan Equity Premium Income ETF investment portfolio including asset allocation, stock style, stock...

Nov 13, 2023 · Jepi is about 12% of my stock portfolio and Jepq is about 10%. Those of us whose time horizon is shorter tend to invest based on yield first, but stability is also important. When comparing these ...

Jul 19, 2023 · JEPI. Looking above at the top 10 holdings, you can see that all the positions are rather close in terms of exposure, with the top position only accounting for 1.75% of the fund and that stock is ... Product Details. The Invesco KBW High Dividend Yield Financial ETF (Fund) is based on the KBW Nasdaq Financial Sector Dividend Yield Index (Index). The Fund generally will invest at least 90% of its total assets in the securities of publicly listed financial companies with competitive dividend yields, in the United States and that comprise the ...WebUnlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or ...This strategy also provides some safety in the case the stock drops. JEPI Top Holdings. As mentioned at the open, JEPI also invests in dividend stocks. Overall, JEPI has 131 total positions. Here ...JPMorgan Equity Premium Income ETF. JEPI is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income. Sector. Size And Style.Mar 10, 2023 · 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 ... The net asset value of JEPI is primarily determined by the earnings and dividend performance of high-quality S&P 500 stocks. As a result, I anticipate that JEPI will deliver better NAV performance ...Learn everything about JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Free ratings, analyses, holdings, benchmarks, quotes, and news.Web

JEPI JPMorgan Equity Premium Income ETF Holdings and Sector Allocations 39.87K followers $54.27 0.09 ( +0.17%) 4:00 PM 11/17/23 NYSEARCA | …

holdings top 10 (%) intuit inc common stock 1.4 accenture plc common 1.4 visa inc common stock 1.5 cme group inc common 1.5 mastercard inc common 1.5 unitedhealth group inc 1.5 adobe inc common stock 1.6 microsoft corp common 1.7 amazon.com inc common 1.7 progressive corp/the 1.7 sectors (%) other 14.0 utilities 4.3 real estate 2.9 materials 3.2

JEPI is further diversified in that its top 10 holdings make up just 17.6% of the fund, so it doesn’t leave investors overexposed to just one or two stocks. In fact, no position has a weighting ...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.More JEPI Holdings Current Portfolio Date Oct 31, 2023; Equity Holdings 0; Bond Holdings 0; Other Holdings 2 % Assets in Top 10 Holdings 99.6; Top 10 Holdings % Portfolio Weight Market Value USDClick to enlarge. 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 ...WebJEPI. Looking above at the top 10 holdings, you can see that all the positions are rather close in terms of exposure, with the top position only accounting for 1.75% of the fund and that stock is ...7-noy, 2023 ... The ETF boasts a healthy 9.93% 12-month rolling dividend yield, has exposure to U.S. large-cap stocks, all while prioritizing low volatility for ...Find the latest JPMorgan Equity Premium Income ETF (JEPI) stock quote, history, news and other vital information to help you with your stock trading and investing.Top Ten Holdings as of 10/31/2023. Top 10 Holdings in JEPI. 16.25%. Category Average. 45.03%. Top 10 holdings are 16.25% of the total portfolio assets. The ...

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.A Collection of Blue-Chip Dividend Stocks . JEPI is a diversified ETF with 121 holdings. Its top 10 holdings make up a minuscule 17.5% of the fund.Nov 24, 2023 · 52.60. Premium (+)/Discount (-) (month end) +1.96. Zacks Premium Research for JEPI. Zacks ETF Rank. More Info. This is our ETF rating system that serves as a timeliness indicator for ETFs over the ... Learn everything you need to know about JPMorgan Nasdaq Equity Premium Inc ETF (JEPQ) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see ...Instagram:https://instagram. where to buy brics currencyv.b.rus 10000 dollar billstock predictions for apple Jun 15, 2023 · Let's have a look at the top 10 holdings within the JEPI portfolio: JEPI. The top position is ... keeps the premium as 100% gain. If the underlying stock rises above the strike, they must sell ... cfd trading uspenny stocks expected to rise Current Yield: 14.1%. Trailing 12-Month Yield: 11.6%. JEPI used to be an under-the-radar high yielder, but no longer. A fund that had less than $200 million in assets just two years ago has turned ...Web best cheap tech stocks Get the latest JPMorgan Equity Premium Income ETF (JEPI) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment ... It owns 181 stocks, and its top 10 holdings account for just 7.9% of holdings, so there is no concentration risk here. ... JEPI’s rapid ascent has led to a whole new cohort of similar ETFs that ...Web