Jepi stock holdings.

The fund invests in American large-cap stocks but doesn't limit itself to high-dividend payers. Instead, you'll find tech giants like Microsoft, Amazon, and Alphabet in its top 10 holdings ...JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF Stock - Stock Price, Institutional Ownership, Shareholders (NYSE) ... Wells Fargo & Company/mn, JNBAX - JPMorgan Income Builder Fund Class A, Advisor Group Holdings, Inc., Royal Bank Of Canada, UBS Group AG, Envestnet Asset Management Inc, and …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 ...WebJEPI 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.WebFind 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.

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 Market Makers and ...The majority of the holdings in JEPI (114 of 127 positions) are equity and REIT positions, which represent close to 83% (as of January 31, 2023) of the total equity holdings. This portion of the ...

JEPI has a total of 132 holdings, making it highly diversified. Its top 10 holdings represent only 14.52% of its total holdings, which is significantly less than PEY's top 10 holdings ...WebJEPI’s approach results in a portfolio that doesn’t have the sector and stock biases of some other low-vol ETFs. Every stock in the fund is capped at 2%, while sectors are capped at 17.5% ...

Expenses Comparison - VOO Clear Winner. VOO is an incredibly cheap fund, with a 0.03% expense ratio. JEPI is a comparatively more expensive fund, with a 0.35% expense ratio. JEPI's expenses are ...WebJEPI holdings list (top 50 stocks and ELNs) and the weight of each asset. There's also a JEPI holdings chart to visualize asset weight.Expenses Comparison - VOO Clear Winner. VOO is an incredibly cheap fund, with a 0.03% expense ratio. JEPI is a comparatively more expensive fund, with a 0.35% expense ratio. JEPI's expenses are ...WebSep 30, 2023 · 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.

Learn everything you need to know about JPMorgan Equity Premium Income ETF (JEPI) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if ...

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.

View today's JEPI ETF price, trade commission-free, and discuss JPMorgan Equity Premium Income ETF updates with the investor community. ... JEPI Stock News View all. Meet a Strategist: Rob Williams of Sage Advisory. ETF Trends • Friday. ... JSI and Jiko Bank are not affiliated with Public Holdings, Inc. (“Public”) or any of its ...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 ...JEPI Performance - Review the performance history of the JPMorgan Equity Premium Income ETF to see it's current status, yearly returns, and dividend history.Sep 18, 2023 · Do not wish to have more than 2 % of the portfolio in any fund or stock. Jepi has provided monthly dividends in an acceptable range so regardless of the expense ratio the fund serves its purpose ... If the stock price stays below the strike price, you keep the premium and your stock. ... The top 3 holdings of JEPI all trade between 24x to 30x EV to EBITDA whereas the top 3 holdings of SCHD ...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 ...

Jul 6, 2023 · 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. JEPI Overview | JEPI U.S.: NYSE Arca JPMorgan Equity Premium Income ETF Watch list NEW Set a price target alert Premarket Last Updated: Nov 30, 2023 5:14 a.m. EST …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.The majority of the holdings in JEPI (114 of 127 positions) are equity and REIT positions, which represent close to 83% (as of January 31, 2023) of the total equity holdings. This portion of the ...Oct 20, 2022 · Expenses Comparison - VOO Clear Winner. VOO is an incredibly cheap fund, with a 0.03% expense ratio. JEPI is a comparatively more expensive fund, with a 0.35% expense ratio. JEPI's expenses are ... 12-iyl, 2023 ... JEPI ETF Review · Defensive equity portfolio employs a time-tested, bottom-up fundamental research process with stock selection based on our ...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.

Learn everything you need to know about JPMorgan Equity Premium Income ETF (JEPI) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if ...

Portfolio Analysis EPS Growth 10.45 9.97 Number of holdings 136 501 Turnover ratio (trailing 12 190.00 - months) (6/30/2023) (%) Standard deviation (1-year) 8.68 14.77 Beta (1-year) 0.51 - Weighted average market cap $238.79 $634.67 Price to earnings (P/E ratio) 19.53 18.78 JEPI S&P 500 IndexIt invests in large-cap U.S. stocks and sells options to generate income. JEPI offers an attractive yield of 9.13%. The ETF has an AUM of $30.33 billion and an …JEPI is a much larger fund with $11.5 billion AUM than QYLD (with about $7.1 billion AUM). In terms of expenses, JEPI charges a lower expense ratio of 0.35%, and QYLD charges a slightly higher ...WebJun 27, 2023. JPMorgan Equity Premium Income ETF JEPI has been a phenomenon since launching in May 2020. By our estimates, it gathered about $27 billion in net inflows in its first three years of ...JEPI Holdings Market Screener Sectors | JEPI U.S.: NYSE Arca JPMorgan Equity Premium Income ETF Watch list NEW Set a price target alert After Hours Last Updated: …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...

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 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 ...

Oct 3, 2023 · To JEPI’s credit, the ETF’s equity portfolio has generally fulfilled its defensive claim in major downturns. Taking some of the sting out of drawdowns helps even out the asymmetrical return ... JPMorgan Equity Premium Income ETF (JEPI) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.WebCheck the JEPI stock price for JPMorgan Equity Premium Income ETF, review total assets, see historical growth, and review the analyst rating from Morningstar.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. Holdings & Strategy. 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 ...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 ...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 ...Webex/eff date type cash amount declaration date record date payment date JEPI: JPMORGAN EQUITY PREMIUM INCOME ETF - Fund Holdings. Get up to date fund holdings for JPMORGAN EQUITY PREMIUM INCOME ETF from Zacks Investment Research52.60. 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 ...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 ...Web

Learn everything about JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Free ratings, analyses, holdings, benchmarks, quotes, and news.WebAmong 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...Below is a look at JEPI’s top holdings using TipRanks’ holdings tool. ... JEPI stock has a total return of 3.4% year-to-date, lagging the S&P 500’s total return of 8.3%.Instagram:https://instagram. vision insurance iowaarrived homes stockdoes oanda accept us clientsbest app for investing reddit 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 ...Web wealth management firms pittsburghbrokerage account tax If the stock price stays below the strike price, you keep the premium and your stock. ... The top 3 holdings of JEPI all trade between 24x to 30x EV to EBITDA whereas the top 3 holdings of SCHD ... urgn Holdings Details. Avg P/E Ratio. 28.22. Avg Price/Book Ratio. 7.64.The majority of the holdings in JEPI (114 of 127 positions) are equity and REIT positions, which represent close to 83% (as of January 31, 2023) of the total equity holdings. This portion of the ...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 ...