Jepi top holdings.

27 de fev. de 2023 ... The Top 10 Stocks Held In $JEPI: JEPQ - JPMorgan Nasdaq Equity Premium Income ETF. Goal: Seeks to deliver a significant portion of the ...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... 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 3.2Best 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, ...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% ...

Top 10 Holdings (15.47% of Total Assets) View Top Holdings and Key Holding Information for JPMorgan Equity Premium Income ETF (JEPI).Moves in the fund’s top holdings Coinbase Global Inc. and Roku Inc., which are both up more than 60%, respectively, ... (JEPI) — money continues to pour in. ...

Its top 10 holdings represent 29.84% of its total holdings, which makes them fairly high conviction picks. Additionally, 0% of JEPI's portfolio is in cash and cash equivalents, so it is a pure ...3 de abr. de 2022 ... 13 Best Small Cap Value ETFs and My 3 Picks for 2023. Optimized ... (JEPI). Leo Fittipaldi•34K views · 11:46 · Go to channel · Por que ter ETF ...

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% ... Dec 1, 2023 · 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. Check the JEPI stock price for JPMorgan Equity Premium Income ETF, review total assets, see historical growth, and review the analyst rating from Morningstar.27 de fev. de 2023 ... The Top 10 Stocks Held In $JEPI: JEPQ - JPMorgan Nasdaq Equity Premium Income ETF. Goal: Seeks to deliver a significant portion of the ...Mar 16, 2023 · JEPI's portfolio consists of 134 holdings, with its top 10 holdings accounting for only 14.69% of its total assets. JEPI Top Holdings ... I'm holding JEPI and have been happy with the dividends ...

Meanwhile, JEPI's bets are very well spread out, with its largest position - AMZN - only making up 1.70% of its overall portfolio. JEPI Top 10 Holdings (Seeking Alpha) JEPQ Top 10 Holdings ...

Check the JEPI stock price for JPMorgan Equity Premium Income ETF, review total assets, see historical growth, and review the analyst rating from Morningstar.

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.The JPMorgan Equity Premium Income ETF seeks current income while maintaining prospects for capital appreciation. See More. Top 10 Holdings. Name, % Holdings.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.VYM News. 4 weeks ago - These dividend stocks and ETFs have healthy yields that can lift your portfolio - Market Watch 5 weeks ago - VettaFi Voices On: Finding Income - ETF Trends 6 weeks ago - 4 Dividend ETFs That Are 'Best in Class' - Barrons 2 months ago - VettaFi Voices On: Risk Management in an Uncertain Economy - ETF …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 ...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.

VIX futures contracts can be highly volatile and the Fund may experience sudden and large losses when buying selling or holding such instruments. VIX futures ...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 ...By Holdings Channel Staff, updated Monday, November 27, 5:15 PM In total we count 863 hedge funds holding JEPI as of their latest 13F filing, but among those we've sorted out just the top ten hedge funds holding JEPI by largest position size, and presented them here in slideshow format.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 ...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. ...

For the best viewing experience, visit this page from your desktop or laptop. Premium/Discount chart . Current qtr. Q3 2023. Q2 2023. Q1 2023. Q4 ... The fund tends to invest a high percentage of assets in its ten largest holdings. My Accounts. Log in. Products & services. Compare advice services. Investment products overview ...

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. As you can see, this is a nice list of some of the U.S.’s top dividend stalwarts. Consumer staples mainstays like Coca-Cola, Pepsi, Colgate-Palmolive, and Hershey are ...Aug 13, 2021 · 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 ... 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 ...As of the writing of this article, JEPI was yielding 6.87%, paid monthly, and has a year-to-date performance of 10.92%. In comparison, the S&P 500 is yielding 1.26% and has gained 25.16% year-to ...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 ...Oct 20, 2022 · For that same 16.5% you could get the entire top 10 holdings of JEPI. In addition, JEPI is actively managed (the article should really mention this; it's what your 35bp expense ratio is paying for ...

Oct 9, 2023 · 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 ...

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 ...

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 ...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.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.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.A high-level overview of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.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 ...JEPI is well-diversified, with low concentration in its top 10 stock holdings. On average, each position in its top 10 is 1.446% of their overall portfolio. Combined, their top 10 stock holdings ...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.

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 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.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 ...Instagram:https://instagram. trendspider reviewsbiggest gambling cities in usgreat stocks under 20pazoo Top holdings of JEPI · ABBV AbbVie Inc 1.61% · PGR Progressive Corp 1.60% · HSY The Hershey Co 1.52% · PEP PepsiCo Inc 1.46% · MA Mastercard Inc Class A 1.45% · MSFT ...Jul 10, 2023 · 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 ... robin hood extended hourssilver stocks Growth ETFs are down 30% ATH and Jepi is down about 10% meanwhile paying dividends monthly which you can use to reinvest in broad market or growth ETFs. I have exposure to monthly payers. I get to DCA every month. Even with my growth stocks, I'm looking at a nearly 5% return for the year in dividends. brokers for trading forex Sep 6, 2023 · 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) ... 1.90%. Cisco Systems Inc. CSCO. 1.54%. View Holdings As of 10/31/2023. J.P. Morgan Nasdaq Equity Premium Income ETF ETF holdings by MarketWatch. View complete JEPQ exchange traded fund holdings ...Oct 9, 2023 · 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 ...