2024 Jepi top holdings - The current volatility for JPMorgan Equity Premium Income ETF (JEPI) is 1.57%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 2.19%. This indicates that JEPI experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a …

 
As of this writing, JEPI holds 196 positions with its largest holding, Amazon , making up 1.61% of the portfolio and the top 10 positions in the fund have a 15.38% weighting overall. JEPI Holdings .... Jepi top holdings

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 equity holdings. am.jpmorgan.com; compiled by Author. JEPI holds 119 equities, of which 118 are in the S&P 500 Index. ... Didn't check JEPI's holdings but FTHI is very heavy in tech.JEPI is an ETF that tracks the performance of a portfolio of high-quality, dividend-paying stocks. As of Oct 30, 2023, it held 133 stocks with a total weight of 52.62%. The top 10 holdings are Amazon, Microsoft, Progressive, Adobe, UnitedHealth, Mastercard, CME, Visa, AbbVie, Intuit and Costco.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 ...JEPI sells calls on 20% of the value of it's holdings - these holdings (~100 companies) are a subset of the S&P 500 index. Higher quality companies with low earnings and price volatility an ...QQQ News. 2 days ago - Generative AI Reach Accessible in These ETFs - ETF Trends 3 days ago - Tech Stock Rally Sets QQQ ETF Up for Biggest Monthly Gain Since July 2022 - Barrons 3 days ago - Popular QQQ ETF on track for biggest monthly gain since July 2022 as tech stocks soar - Market Watch 5 days ago - Changing Consumer …Fidelity InvestmentsJEPI 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 1.97% of the fund.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 ...ex/eff date type cash amount declaration date record date payment dateView J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF's expense ratio, return performance, holdings, news, and more.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.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. JEPI offers an attractive yield of 9.13%. The ETF has an AUM of $30.33 billion and an expense ratio of 0.35%. Moreover, according to TipRanks’ unique ETF …Dec 30, 2022 · JEPI's top 10 holdings include small amounts, 1.5% to 1.6%, of familiar large cap stocks AbbVie , Bristol Myers Squibb , UnitedHealth , Progressive , Coca-Cola , and Hershey , totaling ~15% of its ... AT&T Inc. 16.57. +0.27. +1.66%. In this article, we will take a look at the 10 best dividend ETFs in 2023. To see more such companies, go directly to 5 Best Dividend ETFs in 2023. Dividend stocks ...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.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.JEPI is an ETF that tracks the performance of a portfolio of high-quality, dividend-paying stocks. As of Oct 30, 2023, it held 133 stocks with a total weight of 52.62%. The top 10 holdings are Amazon, Microsoft, Progressive, Adobe, UnitedHealth, Mastercard, CME, Visa, AbbVie, Intuit and Costco.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. JPMorgan Equity Premium Income ETF JEPI: NYSE Arca. Last Price Today's Change Bid /Size Ask /Size Today's Volume ; $54.69 +0.11 (0.20%) $54.67 /3 : $54.75 /5 : 1,521,954 Below Avg. As of close 11/24/2023: ... *These holdings are reported on a different schedule than portfolio statistics and there may be variations in the data.ZKTA. New dividend investor. • 6 mo. ago. Believe it is around ~$50 a month now just from JEPI but I have some other smaller positions that bump it up more, not quite $100 total a month yet. Looking to contribute more to other positions once I …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. JEPI's top 10 holdings include small amounts, 1.44% to 1.64%, of familiar large cap stocks Bristol Myers Squibb, United Health, Progressive, Coca-Cola, and Hershey, but also includes an Equity ...JEPI's top 10 holdings are comprised of a group of well-respected leaders in their respective industries, such as Adobe , a pioneer in shifting its business model from software license to SaaS ...Jan 18, 2023 · 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 ... Learn how it impacts everything we do. JEPQ Portfolio - Learn more about the JPMorgan Nasdaq Equity Premium Inc ETF investment portfolio including asset allocation, stock style, stock holdings and ...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.View the latest JPMorgan Equity Premium Income ETF (JEPI) stock price and news, and other vital information for better exchange traded fund investing. ... Top 10 Holdings JEPI. As of 10/31/23 ... 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.@PendragonY yet JEPI pays you more per share (near 0.43 avg. in 2023) than ICAP (0.18 per share adjusted to 0.417, compared to JEPI's share price) and JEPI loses less NAV (ICAP -7% YTD and -22 1YR).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.JEPI's portfolio is overall much more diversified than DIVO's, with 135 total holdings and only 15.25% exposure to its top 10 holdings in contrast to only 42 holdings for DIVO and 56.35% exposure ...Expenses: 0.35%. Perhaps the most unique among the best high-yield ETFs featured on this list is the JPMorgan Equity Premium Income ETF ( JEPI, $54.61). This tactical fund is similar in many ways ...1.43%. Accenture PLC Class A. ACN. 1.43%. View Top Holdings and Key Holding Information for JPMorgan Equity Premium Income ETF (JEPI).JEPI continues to generate large amounts of monthly income for its investors and currently has a 10.58% ... I took a small sample consisting of the top 10 holdings from the Vanguard S&P 500 ETF ...Best Companies to Own Best ETFs Guide to 529 ... it still faces significant tail risk—albeit by a fixed amount less than holding the equity sleeve alone. To JEPI’s credit, ...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?Here are JEPI's top 10 holdings: TOP 10 HOLDINGS COMPANY SYMBOL TOTAL NET ASSETS JPMorgan U.S. Government Money Market Fund IM MGMXX 1.74% AbbVie Inc. ABBV 1.61% Progressive Corp. PGR 1.58% Bristol Myers Squibb Co. BMY 1.57% UnitedHealth Group Inc. UNH 1.53% Exxon Mobil Corp. XOM 1.53% Hershey Co. HSY 1.51% Coca-Cola Co. KO 1.46% PepsiCo Inc ...iShares S&P 500 Value ETF Holdings. iShares S&P 500 Growth ETF Holdings. SPDR Portfolio S&P 500 ETF Holdings. Schwab U.S. Large-Cap Growth ETF Holdings. SPDR Portfolio S&P 500 Growth ETF Holdings. ProShares UltraPro QQQ Holdings. This page (NYSEARCA:JEPI) was last updated on 11/25/2023 by MarketBeat.com Staff.May 20, 2022 · JEPI's top 10 holdings include small amounts, 1.56% to 1.67%, of familiar large cap stocks Bristol-Myers Squibb , AbbVie , Progressive , Coca-Cola , and Hershey , but also include Equity ... 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.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.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 ...20 de abr. de 2023 ... High Dividend ETF #1: JPMorgan Equity Premium Income ETF (JEPI) ... And the fund's top three holdings are Johnson & Johnson, Exxon Mobil ...No matter what industry you are in, the ever-changing regulations can be a daunting task to keep up with. But ensuring that your employees are in the know and adhere to the latest rules is important. This article will highlight tips on how ...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%.Top 10 Holdings (15.47% of Total Assets) View Top Holdings and Key Holding Information for JPMorgan Equity Premium Income ETF (JEPI).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 Index) and (2) through equity-linked notes (ELNs), selling call options with exposure to the S&P 500 Index.JEPI JPMorgan Equity Premium Income ETF Morningstar Rating: Overall As of 10/31/2023 82 Funds in Category Category: Derivative Income Read Morningstar criteria Morningstar Medalist Rating™ Bronze As of 09/26/2023 Analyst-Driven %: 100 Data Coverage %: 100 Category: Derivative Income Read Morningstar Medalist Rating disclosure Jump to a fundThe 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 ...JEPI continues to generate large amounts of monthly income for its investors and currently has a 10.58% ... I took a small sample consisting of the top 10 holdings from the Vanguard S&P 500 ETF ...VTI News. 1 day ago - Vanguard's Biggest Bond ETF Tops $100 Billion - Barrons 2 days ago - Moving Averages: S&P Finishes November Up 8.9% - ETF Trends 19 days ago - FAANG Gives Way to the ‘Magnificent Seven' - ETF Trends 4 weeks ago - Moving Averages: S&P Finishes October Down 2.2% - ETF Trends 6 weeks ago - Semi …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 1.97% of the fund.Click 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 ...iShares S&P 500 Value ETF Holdings. iShares S&P 500 Growth ETF Holdings. SPDR Portfolio S&P 500 ETF Holdings. Schwab U.S. Large-Cap Growth ETF Holdings. SPDR Portfolio S&P 500 Growth ETF Holdings. ProShares UltraPro QQQ Holdings. This page (NYSEARCA:JEPI) was last updated on 11/25/2023 by MarketBeat.com Staff.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. 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 ...Current performance may be higher or lower than the performance data quoted. Top 10 Holdings ... Top Sector. AS OF 09/30/2023. Technology17.62%.SPY’s median market cap is $170.9 billion and JEPI’s is $103.5 billion. Due to the indexing method and focus on large caps, a lot of their holdings also overlap (and we will detail this later ...SPY’s median market cap is $170.9 billion and JEPI’s is $103.5 billion. Due to the indexing method and focus on large caps, a lot of their holdings also overlap (and we will detail this later ...JEPI is a diversified fund with 116 holdings, and its top holdings make up just 16.7% of assets. The holdings are heavily comprised of large, U.S.-based dividend payers from relatively defensive ...Nov 30, 2023 · JEPI is an ETF that tracks the performance of a portfolio of high-quality, dividend-paying stocks. As of Oct 30, 2023, it held 133 stocks with a total weight of 52.62%. The top 10 holdings are Amazon, Microsoft, Progressive, Adobe, UnitedHealth, Mastercard, CME, Visa, AbbVie, Intuit and Costco. % Assets in Top 10 Holdings 15.4; Top 10 Holdings % Portfolio Weight Market Value USD Sector Progressive Corp 1.70. 94,991,696. Financial Services. Amazon.com Inc 1.67. ...The Schwab US Dividend Equity ETF (SCHD) is an exchange-traded fund that is based on the Dow Jones U.S. Dividend 100 index, a market-cap-weighted index of 100 dividend-paying US equities. SCHD was launched on Oct 20, 2011 and is issued by Charles Schwab. Asset Class Equity. Category Large Value. Region North America.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. ...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 ...JEPI offers an attractive yield of 9.13%. The ETF has an AUM of $30.33 billion and an expense ratio of 0.35%. Moreover, according to TipRanks’ unique ETF analyst consensus, JEPI is a Moderate ...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 ...14 de mai. de 2023 ... ... holdings even on a risk-adjusted basis, much less a better diversified portfolio across asset classes like a 60/40. Basically, in market ...Although the amount of time that a whale can hold its breath varies by species, the beaked whale can hold its breath for up to 2 hours. The sperm whale can hold its breath for up to 90 minutes.Mar 7, 2023 · 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 1.97% of the fund. JEPI Top 10 Holdings AbbVie Inc 1.67% Progressive Corp 1.59% Exxon Mobil Corp 1.54% UnitedHealth Group Inc 1.53% Coca-Cola Co 1.51% The Hershey Co 1.50% PepsiCo Inc 1.48% Bristol-Myers Squibb CoThey correspond to the five "SPX" holdings listed in JEPI's top 10, mainly running at 3.3% of assets. Together with the five giant cap names, the top 10 holdings comprise ~24% of JEPI's portfolio.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 Standard & Poor’s 500 Total Return Index (S&P 500 Index) and …Feb 27, 2023 · JEPI is a diversified fund with 116 holdings, and its top holdings make up just 16.7% of assets. The holdings are heavily comprised of large, U.S.-based dividend payers from relatively defensive ... 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.22 de out. de 2021 ... Which dividend income ETF is the best? I'm comparing the QYLD, RYLD, JEPI, NUSI and DIVO to show you dividend yields, returns, ...In 2023, JEPI is trailing the S&P 500 by about 10% and the Global X S&P 500 Covered Call ETF (XYLD), a loosely comparable fund, by a more modest 3%.Comparative performance for a unique fund like ...Nov 30, 2023Jepi top holdings

JEPI invests at least 80% of assets in stocks, mainly selected from those in the S&P 500, while also investing in equity-linked notes to employ a covered call option strategy which enhances income .... Jepi top holdings

jepi top holdings

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 ...Jul 11, 2023 · Therefore, JEPQ is much more concentrated than JEPI, where the top 10 holdings make up just 17.5% of assets. For instance, its top two holdings, Microsoft and Apple, combine to make up almost 25% ... JPMorgan Nasdaq Equity Premium Income ETF, or JEPQ, is an exchange-traded fund operating in the financial industry. J.P. Morgan Investment Management Inc., a renowned financial institution with a strong track record, manages the fund. As an ETF, JEPQ exposes investors to equity securities, primarily those included in its primary …14 de mai. de 2023 ... ... holdings even on a risk-adjusted basis, much less a better diversified portfolio across asset classes like a 60/40. Basically, in market ...JPMorgan Equity Premium Income ETF JEPI: NYSE Arca. Last Price Today's Change Bid /Size Ask /Size Today's Volume ; $54.69 +0.11 (0.20%) $54.67 /3 : $54.75 /5 : 1,521,954 Below Avg. As of close 11/24/2023: ... *These holdings are reported on a different schedule than portfolio statistics and there may be variations in the data.Furthermore, the SPY's top ten holdings accounted for 27.5% of its total holdings, given its market-cap-weighted composition. Is JEPI ETF A Buy, Sell, Or Hold? JEPI last traded at a forward P/E of ...Oct 26, 2022 · JEPI is a top core holding in my all income portfolio.. will remain thru bull & bear .... Reply Like (3) F. FredsonJacobs. 17 Dec. 2022. Comments (520) @Income4ever aka Cyclenut. The top 25 holdings of VYM include 4 financials, ... QQQ, JEPI, and NUSI. Based on a recent article by Left Banker, I am thinking about adding DIVO to the the ETF portion of my IRA.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.For 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 JEPQ. 30-day SEC yield (unsubsidized), 11.68%; 12-month rolling dividend yield, 12.51%; as of 9/30/23.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.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 1.97% of the fund.JPMorgan Equity Premium Income ETF (JEPI) NYSEArca - NYSEArca Delayed Price. Currency in USD Follow 2W 10W 9M 54.51 -0.05 (-0.09%) At close: 04:00PM EST 54.58 +0.07 (+0.13%) Pre-Market: 04:09AM... 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 ...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 …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 ...View Top Holdings and Key Holding Information for Vanguard Growth Index Fund (VUG).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 …Fund Description. VanEck Agribusiness ETF (MOO ®) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS ® Global Agribusiness Index (MVMOOTR), which is intended to track the overall performance of companies involved in: (i) agri-chemicals, animal health and fertilizers, …JEPI: JPMORGAN EQUITY PREMIUM INCOME ETF - Fund Holdings. Get up to date fund holdings for JPMORGAN EQUITY PREMIUM INCOME ETF from Zacks Investment Research.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 ...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...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.Top 10 Holdings. Find JPMorgan Equity Premium Income ETF (JEPI) top 10 holdings and sector breakdown by %.Equity Holdings 0; Bond Holdings 0; Other Holdings 2 % Assets in Top 10 Holdings 99.6JEPI's top 10 holdings include small amounts, 1.44% to 1.64%, of familiar large cap stocks Bristol Myers Squibb, United Health, Progressive, Coca-Cola, and Hershey, but also includes an Equity ...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.JEPI is selective in its holdings, with only 135 stocks in its portfolio and a deliberate avoidance of being top-heavy, especially in the technology sector, which is a marked shift from the more ...This ETF has attracted over $7.2 billion in AUM and currently pays a decent 7.8% trailing 12-month yield. During the rising inflation environment of 2021 and 2022, AMLP returned 34.5% and 25.1% ...Jul 6, 2023 · JEPI’s top holding, Adobe, accounts for under 2% of assets. Below is an overview of JEPI’s top 10 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. Jul 7, 2023 · 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 ... 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.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 ...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 ...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 …SCHD has a better return for the other 28 timeframes and is often significantly better. And to confirm, this includes dividends reinvested. JEPI has a place in portfolios. But it is generally best for those that need income for living expenses. If you don’t need that, you should consider something like SCHD.JEPI – JPMorgan Equity Premium Income ActiveETF – Check JEPI price, ... % Assets in Top 10 Holdings 99.6; Top 10 Holdings % Portfolio Weight Market Value USD SectorIf 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.FEPI owns just 15 stocks, and its top 10 holdings account for 67% of the fund. Below, ... JEPI and JEPQ charge 0.35%, while PAPI charges just 0.29%. FEPI’s 0.65% expense ratio means that an individual investing $10,000 in FEPI would pay $65 in fees over the course of one year.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 , Amazon , Adobe , The Progressive ...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 invests at least 80% of assets in stocks, mainly selected from those in the S&P 500, while also investing in equity-linked notes to employ a covered call option strategy which enhances income ...Jul 7, 2023 · JEPQ's "Magnificent" Portfolio. 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 ... 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. 16 de ago. de 2022 ... ... 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 ...Discover historical prices for JEPI stock on Yahoo Finance. View daily, weekly or monthly format back to when JPMorgan Equity Premium Income ETF stock was issued.Expenses: 0.35%. Perhaps the most unique among the best high-yield ETFs featured on this list is the JPMorgan Equity Premium Income ETF ( JEPI, $54.61). This tactical fund is similar in many ways ...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. JEPQJEPI is a top core holding in my all income portfolio.. will remain thru bull & bear .... Reply Like (3) F. FredsonJacobs. 17 Dec. 2022. Comments (520) @Income4ever aka Cyclenut.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 , Amazon , Adobe , The Progressive ...% Assets in Top 10 Holdings 15.4; Top 10 Holdings % Portfolio Weight Market Value USD Sector Progressive Corp 1.70. 94,991,696. Financial Services. Amazon.com Inc 1.67. ...% Assets in Top 10 Holdings 15.4; Top 10 Holdings % Portfolio Weight Market Value USD Sector Progressive Corp 1.70. 94,991,696. Financial Services. Amazon.com Inc 1.67. ...JEPI has a dividend yield of 9.14% and paid $4.98 per share in the past year. The dividend is paid every month and the last ex-dividend date was Nov 1, 2023. Dividend Yield. 9.14%. Annual Dividend. $4.98. Ex-Dividend Date. Nov 1, 2023. Payout Frequency.JPMorgan Equity Premium Income ETF (JEPI) is a popular choice for income investors, offering a high distribution yield of 10.2%. JEPI is an actively managed ETF with a low expense ratio of 0.35% ...JEPI is a high-yielding ETF aiming to provide investors with capital appreciation and regular monthly dividend income. ... The top five holdings have also undergone significant changes since my ...These two popular ETFs have very different strategies. Both SCHD, which is the Schwab U.S. Dividend Equity ETF ( SCHD -0.50%) and JEPI, which is the JPMorgan Equity Premium Income ETF ( JEPI -0.22 ...Jan 24, 2023 · JEPI was the 8th most popular ETF of 2022, and its 12% yield, paid monthly, has created a firestorm of investor interest. Read why I'm bullish on the fund. ... JEPI's Top 50 Holdings. Fund ... At the time of writing this, SPYI shares are up 5.1% while JEPI shares are down -0.3% year-to-date. Over that same period of time, SPYI has paid out a 3.9% distribution yield to shareholders ...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?... holdings, each weighted by the holding's percentage of the fund's NAV. The ... Back to top. Home · Contact Us · Feedback · Privacy · Social Media · Legal · Site ...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 ...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 ...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 ... Current performance may be higher or lower than the performance data quoted. Top 10 Holdings ... Top Sector. AS OF 09/30/2023. Technology17.62%.. 2009 penny with man standing on back value