Jepi top holdings.
JEPI: JPMORGAN EQUITY PREMIUM INCOME ETF - Fund Holdings. Get up to date fund holdings for JPMORGAN EQUITY PREMIUM INCOME ETF from Zacks Investment Research.
Get the the holdings for JPMorgan Equity Premium Income ETF (JEPI). 100% free, no signups. Get 20 years of historical data for JEPI. ... JEPI Top Holdings # NAME TICKER SECTOR/INDUSTRY % OF ASSETS; 1. Microsoft Corporation: MSFT: Technology - Software - Infrastructure: 1.76%: 2.The fund is extremely diversified in that its top 10 holdings account for just 17.5% of assets. This reduces the risk of having too much exposure to just a handful of stocks. JEPI’s top holding ...It owns 181 stocks, and its top 10 holdings account for just 7.9% of holdings, so there is no concentration risk here. Below, you’ll find an overview of PAPI’s top 10 holdings using TipRanks ...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. JEPQThe fund is extremely diversified in that its top 10 holdings account for just 17.5% of assets. This reduces the risk of having too much exposure to just a handful of stocks. JEPI’s top holding ...
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 ... It is also Bridgewater's single-largest individual stock holding. PG shares have underperformed the S&P 500 so far in 2023, generating a total return of 2.9% through Nov. 14.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 ...
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 3.2A 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 also has minimal exposure to the energy sector in comparison to SCHD, it has a total of ~$30 billion in net assets, and its top five holdings are Microsoft , …Oct 24, 2022 · Also, JEPI's stock weightings are more broadly-diversified, with the top ten holdings accounting for 15.4% of total holdings. SPY Top ten holdings % (YCharts) In contrast, the SPY has familiar ... The number of holdings in JEPI is much different than the S&P 500, with 131 holdings as of February 3, 2023. Their weightings are very different as well, with JEPI’s top ten holdings bearing no ...The Fund’s investment objective and investment strategies changed effective December 15, 2017 and again on August 21, 2020. Hybrid index performance (noted as "Index" above in the chart) reflects the performance of the S&P 500 Stock Covered Call Index through December 14, 2017, the Cboe S&P 500 2% OTM BuyWrite Index through August 20, …
Top 10 Holdings (41.08% of Total Assets) Get Quotes for Top Holdings. Name. Symbol. % Assets. Amgen Inc. AMGN. 4.56%. Verizon Communications Inc.
The JPMorgan Equity Premium Income ETF (JEPI A) is one of the most researched ETFs on VettaFi’s data platform and has gathered $8 billion of net money in 2022 as advisors sought income alternatives. JEPI is now the largest actively managed equity ETF, managing $13 billion despite launching in only May 2020.On the heels of …
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 ETFJEPI was a wild success attracting $12.9 billion in 2022 and beating the record for the biggest annual active inflow previously set by Cathie Wood's ARK ... Four of its top 10 holdings, comprising ...As you can see, the two ETFs only share Coca-Cola Co amongst their top 10 holdings. SCHD and JEPI are similar with their top 2 sector exposure being to financials and industrials, but after that ...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 ...If I wanted to go for the lowest cost option, I would pick JEPI for its 0.35% expense ratio compared to QYLD at 0.60%. If I wanted steady high monthly distributions, I would go for QYLD, which ...
JEPI is one of my largest holdings, like my other sticks I reinvest. The option strategy is one to which i subscribe in a number of holdings, but with JEPI (and some others) ...May 12, 2023 · 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. JEPI: JPMORGAN EQUITY PREMIUM INCOME ETF - Fund Holdings. Get up to date fund holdings for JPMORGAN EQUITY PREMIUM INCOME ETF from Zacks Investment Research.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.The forces that hold atoms together are the electrical force and the strong force, which is stronger than the electrical force. The electrical force does the majority of the work of holding atoms together, but the strong force helps hold in...While JEPI only has 15.25% of its portfolio allocated to its top 10 holdings, JEPQ has a whopping 46.60% of its portfolio allocated in its top 10 holdings. ... JEPI Top 10 Holdings (Seeking Alpha) ...
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 ...View the real-time JEPI price chart on Robinhood and decide if you want to buy or sell commission-free. Other fees such as trading (non-commission) fees, ... Top 10 Holdings (16.24% of total assets) As of November 22, 2023. Name Symbol % Assets. Amazon AMZN 1.77%. Microsoft MSFT 1.77%. Adobe ADBE 1.75%. Progressive PGR 1.68%.
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 ...Apr 20, 2023 · JEPI Top Holdings. In terms of sector breakdown, JEPI has the most exposure to the financial sector, followed by health care, industrial, and information technology. JEPI Sector Exposure. There are 902 funds in the US Equities category, with an average ALTAR Score™ of 6.1% and a standard deviation of 3.2%. JEPI's ALTAR Score™ is approximately 0.2 standard deviations below the category average. This places JEPI in the 42nd percentile among funds in the category. Consensus Recommendation.JEPI: JPMORGAN EQUITY PREMIUM INCOME ETF - Fund Holdings. Get up to date fund holdings for JPMORGAN EQUITY PREMIUM INCOME ETF from Zacks Investment Research.A list of the top 50 institutional holders of JEPI. There is a long list of 872 institutional holders of JEPI within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of JEPI by largest to smallest position reported in the institutional investor's latest 13F filing.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 ...
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.
JPMorgan Equity Premium Income ETF (JEPI) ETF Bio. The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through ...
Basic Info. 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 fund’s primary benchmark, the Standard & Poor’s 500 Total Return Index (S&P 500 ...As you can see, the two ETFs only share Coca-Cola Co amongst their top 10 holdings. SCHD and JEPI are similar with their top 2 sector exposure being to financials and industrials, but after that ...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 ...Jan 26, 2023 · As you can see, the two ETFs only share Coca-Cola Co amongst their top 10 holdings. SCHD and JEPI are similar with their top 2 sector exposure being to financials and industrials, but after that ... First, UTG's holdings naturally have lower volatility than the typical S&P 500 stock (this is a general characteristic of Utilities stocks), but unlike JEPI, UTG will benefit more fully from the ...It owns 181 stocks, and its top 10 holdings account for just 7.9% of holdings, so there is no concentration risk here. Below, you’ll find an overview of PAPI’s top 10 holdings using TipRanks ...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. Holdings Top 10 (%) NDX_8 3.3 META PLATFORMS INC 3.4 NDX_9 3.5 NVIDIA CORP COMMON STOCK 3.5 NDX_10 3.5 NDX_1 3.7 AMAZON.COM INC COMMON 4.9 ALPHABET INC COMMON 5.1 APPLE INC COMMON STOCK 8.5 MICROSOFT CORP COMMON 8.8 Sectors (%) Other 17.1 Utilities 1.1 Real Estate 0.3 Information …
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.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.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 ...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.Instagram:https://instagram. dia etf stock priceamzn marketwatchstocks in auroratesla.con Apr 22, 2023 · 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 ... 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 ... ss raise 2024best company to buy gold bullion from 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. ... optimus futures fees TipRanks | Stock Market Research, News and Analyst Forecasts - TipRanks.com2 days ago · 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... A list of the top 50 institutional holders of JEPI. There is a long list of 872 institutional holders of JEPI within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of JEPI by largest to smallest position reported in the institutional investor's latest 13F filing.