Jepi stock holdings.

JEPI is an ETF that invests in 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 Adobe. See the full list of holdings and their percentages on the web page.Large Growth Category. Ranked: 1-yr. (739/1216), 3-yrs. (470/1125), 5-yrs. (37/1040) and 10-yrs. (24/810). 1 Batting average measures manager’s ability to meet or beat the market consistently, calculated by dividing the number of quarters/months when the manager beats/matches the index by the total number of quarters/months in the period. 1 ...Let's take a look at JEPI's top holdings: JEPI Top Holdings. ... VOO and JEPI over 1 yr, are down 6-10%. Difference in stock prices JEPI vs SCHD is ~3%. The difference in income is ~8%. 5% winner ...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: …

JEPI JPMorgan Equity Premium Income ETF Holdings and Sector Allocations 39.87K followers $54.27 0.09 ( +0.17%) 4:00 PM 11/17/23 NYSEARCA | …

A free website used to compare Exchange-Traded Funds (ETFs) and view holding overlap. Features include historic returns, overlapping holdings, and additional ETF information. ... SCHD, DIVO, VIG VOO, VTI, QQQ SCHD, DGRO, VOO JEPI, QYLD, JEPQ SPY, QQQ, VGT. About This website was created by Frankie Ottomanelli and allows users to easily …

JPMorgan Equity Premium Income ETF (JEPI) Price & News - Google Finance Get the latest JPMorgan Equity Premium Income ETF (JEPI) real-time quote, historical …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 ...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 ...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 ...

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. 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 ...

Per TipRanks’ technical analysis tool, the JPMorgan Equity Premium Income ETF’s 50-Day EMA is $53.30, while its price is $54.45, making it a Buy. Further, JEPI’s short-duration EMA (20-day) also signals a Buy. While moving averages make JEPI a Buy, its RSI (Relative Strength Index) is 63.21, implying a Neutral signal.

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 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.A Collection of Blue-Chip Dividend Stocks JEPI is a diversified ETF with 121 holdings. Its top 10 holdings make up a minuscule 17.5% of the fund. ... I also like that JEPI’s top holdings are ...WebJEPI. Who should buy and who should not buy: If you can time the market better than institutions or warren buffet, then go ahead and buy growth ETFs or growth stocks. You need to sell at the right time to realized profits. If you cant time the market well and prefer a consistent good monthly dividends and also capturing 70-80% of a bull market ...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 ...The three major U.S. stock exchanges are the New York Stock Exchange (NYSE), the NASDAQ and the American Stock Exchange (AMEX). As of 2014, the NYSE is the largest and most prestigious of the three. The NASDAQ is a virtual stock exchange.

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.WebJEPI's lesser-known cousin is the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), which employs a similar strategy but tracks a much different underlying portfolio of stocks. Here’s how I ...BlackRock Science and Technology Term Trust’s (BSTZ) (the “Trust”) investment objectives are to provide total return and income through a combination of current income, current gains and long-term capital appreciation. Under normal market conditions, the Trust will invest at least 80% of its total assets in equity securities issued …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. Mar 7, 2023 · 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. ...

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. 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 ...Web

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 ...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.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 ...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.JPMorgan Equity Premium Income ETF. JEPI is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income. Sector. Size And Style.As the Betting against Beta thesis asserts, low bets stocks will outperform riskier stocks- and basically act like a stock with a free protective put. ... I’m just going based on the question asked in the post - holding SCHD or JEPI in a taxable account for a long time. If you’re young and investing in a taxable account, then you should go ...WebA free website used to compare Exchange-Traded Funds (ETFs) and view holding overlap. Features include historic returns, overlapping holdings, and additional ETF information. ... SCHD, DIVO, VIG VOO, VTI, QQQ SCHD, DGRO, VOO JEPI, QYLD, JEPQ SPY, QQQ, VGT. About This website was created by Frankie Ottomanelli and allows users to easily …JEPI's yield in 2022 was routinely in the 10-12% range. 2022 also marked an extended period of higher than average volatility (at least in relation to the past few years) for U.S. stocks, which ...WebJ.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ) Holdings - View complete (JEPQ) ETF holdings for better informed ETF trading.

JEPI's lower-risk holdings should be particularly beneficial for retirees, for obvious reasons. Conclusion JEPQ is an actively-managed fund investing in Nasdaq-100 companies, and indirectly ...

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 …

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 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 JPMorgan Equity Premium Income ETF Holdings and Sector Allocations 39.87K followers $54.27 0.09 ( +0.17%) 4:00 PM 11/17/23 NYSEARCA | …The Global X Nasdaq 100 Covered Call ETF (QYLD) follows a “covered call” or “buy-write” strategy, in which the Fund buys the stocks in the Nasdaq 100 Index and “writes” or “sells” corresponding call options on the same index.29-mar, 2023 ... JEPI holdings & strategy explained. JEPI combines a long equity position with a short call position. ... stock selection. JEPI's current security ...This table includes only holdings in securities listed on major US Stock Exchanges. This ETF has holdings that are not listed in this table. (116 displayed out of …Jul 17, 2023 · 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. 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 ...Top 10 Holdings ... Market data values update automatically. Unchecking box will disable automatic data updates. ... Information is provided 'as is' and solely for ...Find JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) top 10 holdings and sector breakdown by %.Nov 24, 2023 · 4 months ago - Modern Portfolio Construction Should Include Covered Calls - ETF Trends ; 5 months ago - Invesco QQQ ETF investors: Buy JP Morgan's JEPQ too - Invezz ; 5 months ago - As JEPI and JEPQ ETFs gain traction, are they good income investments? - Invezz ; 6 months ago - Goldman Poised to Launch Covered Call ETFs - ETF Trends This table includes only holdings in securities listed on major US Stock Exchanges. This ETF has holdings that are not listed in this table. (116 displayed out of …

Analyst’s Disclosure: I/we have a beneficial long position in the shares of JEPI, JEPQ, GPIX, GPIQ either through stock ownership, options, or other derivatives. I wrote this article myself, and ...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’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% ...Instagram:https://instagram. meta mauralph lauren familygood penny shares to buyaaaaaaaaa meme Jan 26, 2023 · JEPI is the JPMorgan Premium Equity ETF. The makeup of JEPI is much different from your average dividend ETF. JEPI pays a VERY high yield of 11.5% and they have an expense ratio of 0.35% which is ... online banking with virtual debit cardstock all Top 10 Holdings. JPMorgan Equity Premium Income ETF ETF holdings by MarketWatch. View complete JEPI exchange traded fund holdings for better informed ETF trading. 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 ... 2030 photo frame 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.Non Classified Equity. View the latest JPMorgan Equity Premium Income ETF (JEPI) stock price and news, and other vital information for better exchange traded fund investing.