Jepq 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).For example the top holdings of JEPQ will always be a combination of Apple , Microsoft , Amazon , Google , Meta , Nvidia and Tesla unless something drastically changes in the tech space.Dec 1, 2023 · JEPQ has a dividend yield of 10.86% and paid $5.31 per share in the past year. The dividend is paid every month and the last ex-dividend date was Nov 1, 2023. Dividend Yield. 10.86%. Annual Dividend. $5.31. Ex-Dividend Date. Nov 1, 2023. Payout Frequency. Deep dive profile of JEPQ JPMorgan Nasdaq Equity Premium Income ETF, including Net Expense Ratio, Legal Structure, Index Name, Returns Performance and Top Constituent Holdings. ... Top 10 Holdings (17 November 2023) Constituent Name Constituent Ticker Constituent Type Weighting; MICROSOFT CORP COMMON: MSFT: EQUI: …No review of JEPQ would be complete without an in-depth look at the explicit and implicit costs of trading and holding JEPQ. JEPQ Expense Ratio. JEPQ’s expense ratio of .35% is quite a bit higher than most domestic index ETFs, but this is to be expected for a …

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 ...JEPQ: JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - Fund Holdings. Get up to date fund holdings for JPMORGAN NASDAQ EQUITY PREMIUM …The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index® (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

GLOBAL DOW NASDAQ Compare to Open 49.49 Prior Close 49.37 (11/28/23) 1 Day JEPQ -0.10% DJIA 0.04% S&P 500 -0.09% Nasdaq -0.16% Overview Investment Information …JEPI was the 8th most popular ETF of 2022, and its 12% yield, paid monthly, has created a firestorm of investor interest. Since inception, JEPI has delivered an average yield of 9.3% and 13.4% ...

The investment objective of the Fund is to seek 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 Fund’s primary benchmark, the Nasdaq-100 Index ® (the Benchmark), and (2) through equity-linked notes (ELNs), selling ... 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.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.Feb 27, 2023 · JEPQ’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 ...

I downloaded the entire roster of holdings and deconstructed them. JEPQ had 16.43% of its assets tied to ELNs, 1.4% tied to a money market account and 0.13% in cash.

Holdings in JEPQ have an aggregate rating of Moderate Buy based on 956 analyst ratings issued in the past year covering 43 companies (70.1% of the portfolio). JEPQ Aggregate Price Target. $52.06 6.46% Upside. High Prediction: $64.96: Average Prediction: $52.06: Low Prediction: $31.93:Web

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.Invesco QQQ Trust, Series 1. $364.70 +6.01 +1.68%. 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 Market Makers and ... About JPMorgan Nasdaq Equity Premium Inc ETF (JEPQ) There are 3 members of the management team with an average tenure of 1.50 years: Hamilton Reiner (2022), Andrew Stern (2022) and Eric Moreau (2022). ... The top 10 …ACN. 1.43%. View Holdings As of 10/31/2023. JPMorgan Equity Premium Income ETF ETF holdings by MarketWatch. View complete JEPI exchange traded fund holdings for better informed ETF trading.Since started in June 2022, JEPQ is underperforming both the market and JEPI, while barely beating the Q's. Since JEPQ started in June 2022, total returns: JEPI -1.40% JEPQ -8.36% SPY -5.68% QQQ ...

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.The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index® (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.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 ...JPMorgan Equity Premium Income ETF has an asset-weighted Carbon Risk Score of 7.1, indicating that its companies have low exposure to carbon-related risks. These are risks associated with the ...JPMorgan Nasdaq Equity Premium Income ETF, or JEPQ, is an exchange-traded fund operating in the financial industry. J.P. Morgan Investment Management Inc., …JEPQ’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 ...More JEPI Holdings Current Portfolio Date Nov 30, 2023; Equity Holdings 116; Bond Holdings 0; Other Holdings 20 % Assets in Top 10 Holdings 16.1; Top 10 Holdings % Portfolio Weight

The top 4 companies that Divo holds comprise nearly 22% of this fund, the top 4 equity holdings of JEPQ makeup nearly 32% of the fund. That's the main reason JEPQ is more volatile than DIVO.

JEPQ could mount a rebound and still deliver a 9% plus yield. The QQQ has rebounded 19.33% YTD, yet it's still only up 1.13% over the previous year, and 1.01% in the past 5 days. We're still a ...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 ...2022. $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.WebJEPQ'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: …WebView 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 ... Seagate Technology Holdings plc: 0.38%: 37,324: 50: 3661.TW: Alchip Technologies Ltd: 0.35%: 27,690: As of Nov 30, 2023. Showing 50 of 91. Subscribe to see the full list. Start Free Trial. AIQ News. 20 days ago - LG Partners With AI-Driven ETF Provider - ETF Trends ;WebJEPQ ETF Database Category Average FactSet Segment Average; Number of Holdings 85 282 178 % of Assets in Top 10 56.05% 37.94% 60.41% % of Assets in Top 15

JEPQ has just bounced off the lows and fulfilled a multiple bottom trend reversal pattern. ... This is a monthly paying well diversified equity covered-call ETF that has some solid holdings ...

However, this concentrated approach is evident as the top 7 holdings make up 45.16% of total assets. JEPQ's hybrid approach, combining equity holdings and one-month out-of-the-money call options ...Web

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. Basically the question in title - is it a bad idea to use margin to increase my VOO holdings and maybe some JEPQ? My thinking is that, for example with JEPQ, where we can expect hopefully at least an 8% annual yield, that if only half of my JEPQ holdings are on margin, then it should still be a net increase over not using margin.The Nasdaq has appreciated by 35.09% YTD after a horrific 2022. QYLD started 2023 at $15.86, and JEPQ was $40.67. YTD QYLD has appreciated by $1.62 or 10.21%, while JEPQ has increased $7.88 or 19. ...Top 10 Holdings. Find JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) top 10 holdings and sector breakdown by %.Daily ETF Watch. Learn everything about JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Free ratings, analyses, holdings, benchmarks, quotes, and news.JEPI: No Longer An Income-Focused Investor's Only Holdings, It's Time To Play Offense. The JPMorgan Equity Premium Income ETF is a wildly popular ETF in the options-based ETF market with more than $29 billion in assets under management — and for good reason. The ETF boasts a healthy 9.9...Nov 24, 2023 · 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 o f those included in the fund’s primary benchmark, the Nasdaq-100 Index® (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure ... Top 10 Holdings (Seeking Alpha) Second, JEPQ is actively managed and it sells options about 2% out of money. This might feel like not a big difference but it matters over time. Selling options 2% ...JEPQ’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 ...WebSince started in June 2022, JEPQ is underperforming both the market and JEPI, while barely beating the Q's. Since JEPQ started in June 2022, total returns: JEPI -1.40% JEPQ -8.36% SPY -5.68% QQQ ...

View Top Holdings and Key Holding Information for JPMorgan Equity Premium Income ETF (JEPI). May 31, 2023 · Holdings. JEPQ provides equity exposure to the mega cap tech names that are fast-growing while also generating substantial current income. The trailing 12-month yield on JEPQ is nearly 12%, while ... 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 ...Date. Income Distribution. YTD. $3.77. 2022. $3.85. JEPQ | A complete J.P. Morgan Nasdaq Equity Premium Income ETF exchange traded fund overview by MarketWatch. View the latest ETF prices and news ... Instagram:https://instagram. newp stockapex trader funding payoutbarton and gray mariners clubbiol stock forecast Learn everything about JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Free ratings, analyses, holdings, benchmarks, quotes, and news. According to the All Feline Hospital, a cat can easily hold its urine for up to 48 hours. However, most cats urinate three to five times daily, according to VetInfo. pgim jennison utility cl abest futures to day trade JEPQ has an expense ratio of 0.35%, which seems reasonable for an ETF with this degree of active management. JEPQ’s Top Holdings . While JEPI’s top holdings are populated by stocks from steady, defensive, but lower-growth industries like consumer staples and financials, JEPQ features a heavy focus on the tech sector.Learn more about BlackRock Science and Technology Trust (BST: xnys) investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. e mini sandp 500 futures ticker I added 1446 shares of jepi from March 2022 to January 2023 and 493 shares of JEPQ in December 2022 and January 2023. Results: +2271$ jepi only on nav withoutthe yield. +3670 jepq only on nav without yield. flyingdogaleman • 5 mo. ago. apples and oranges...you started out with equal amount of shares instead of dollars.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 …