Jepi stock holdings.

JEPI is designed to deliver superior volatility-adjusted returns to the S&P and the 60/40; historically, it's done that. Portfolio Visualizer Premium. JEPIX has historically delivered 65% of the ...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 Major Holdings ; 1. AMZN · Amazon.com Inc. ; 2. PGR · Progressive Corp. ; 3. MSFT · Microsoft Corp. ; 4. ADBE · Adobe Inc. ; 5. UNH · UnitedHealth Group Inc.Sep 26, 2023 · 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... 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.

At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life.Sep 26, 2023 · 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... 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.

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 ...

JPMorgan Equity Premium Income ETF (JEPI). 54.53. at close. ‎+0.21 (‎+0.39%). after hours • as of Dec 1, 07:59 PM EST. 54.57. ‎+0.02 (‎+0.04%). Summary HoldingsNovartis AG Registered Shares. NOVN.SW. 0.73%. AstraZeneca PLC. AZN.L. 0.70%. View Top Holdings and Key Holding Information for Vanguard Total Intl Stock Idx Fund (VXUS).What's the Price Target for JEPI Stock? Analysts collectively have a Moderate Buy rating on JEPI, and the average JEPI stock price target of $61.43 represents upside potential of 13.8% from here ...Jun 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 ...Apr 5, 2023 · The JPMorgan Equity Premium Income ETF ( JEPI) is a good choice for passive income investors because it provides a low-cost, diversified stock portfolio with an 11.7% dividend yield. Cathy Wood's ...

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 ...

Its top 10 holdings represent only 14.52% of its total holdings, which is significantly less than PEY's top 10 holdings. Additionally, only 1.07% of JEPI's portfolio is in cash and cash ...

In this case, an actively managed ETF like JEPI, which emphasizes covered calls and a defensive stock portfolio, may be ideal. "One thing that makes JEPI stand out is its use of individual stocks ...ex/eff date type cash amount declaration date record date payment date Oct 25, 2023 · 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 ... JEPI is designed to deliver superior volatility-adjusted returns to the S&P and the 60/40; historically, it's done that. Portfolio Visualizer Premium. JEPIX has historically delivered 65% of the ...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 ...I think JEPI is a fine fund to use as an alternative to a balanced fund of stocks and bonds. JEPI is 80% stocks with a low volatility factor and 20% in covered calls which have done a much better job than bonds in the last few years. I think of JEPI as a better 60/40 for the current times. My HSA is made up entirely of JEPI.Top 10 Holdings. JPMorgan Equity Premium Income ETF ETF holdings by MarketWatch. View complete JEPI exchange traded fund holdings for better informed ETF trading.

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 …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. Since inception, JEPI has delivered an average yield of 9.3% and 13.4% ... 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 ...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.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 …

Research JPMorgan Equity Premium Income ETF (JEPI). Get 20 year performance charts for JEPI. See expense ratio, holdings, dividends, price history & more. 100% free …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.

The “Halftime Report” investment committee’s current list of disclosures. Stay up-to-date with the committee’s latest buys, sells, and trades. To learn more about our committee members ...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 ...The following list of exchange-traded funds is not in any particular order and is offered only as an example of some of the funds that fall into the category of the monthly-dividend paying ETFs. 1 ...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; Performance; Risk ...JEPI holdings list (top 50 stocks and ELNs) and the weight of each asset. There's also a JEPI holdings chart to visualize asset weight.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 ...WebThe 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 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: …No sector can account for more than 17.5% of the portfolio, and no single position can exceed 1.5%, which prevents any single sector or stock from having an outsize impact on volatility.

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 Index

Find JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) top 10 holdings and sector breakdown by %.

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. ... 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’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.Moreover, with top holdings such as Exxon Mobil, ... (JEPI 0.42%) takes the high ... Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. ...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) dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date and Seeking Alpha Premium dividend score.Discover historical prices for JEPQ stock on Yahoo Finance. View daily, weekly or monthly format back to when JPMorgan Nasdaq Equity Premium Income ETF stock was issued. ... Holdings; Performance ...Jan 19, 2023 · 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 ... 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.Current Portfolio Date Nov 30, 2023; Equity Holdings 116; Bond Holdings 0; Other Holdings 20 % Assets in Top 10 Holdings 16.1

The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. Exchange Traded Funds: Call 1-844-4JPM-ETF or download it from ...Stocks trading online may seem like a great way to make money, but if you want to walk away with a profit rather than a big loss, you’ll want to take your time and learn the ins and outs of online investing first. This guide should help get...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 ...WebSTOCK DOMESTIC COMMON STOCK Physical 853321 $ 522,829,776.70 United States USD Information Technology Software 0.00 $ 0.00 1.74% 1.74% 743315103 PGR PROGRESSIVE CORP/THE DOMESTIC COMMON STOCK Physical 3114672 $ 496,322,983.20 United States USD Financials Insurance 0.00 $ 0.00 1.65% 1.65% G8994E103 TT TRANE TECHNOLOGIES PLC DOMESTIC COMMON STOCK Instagram:https://instagram. shopstock pricebest sep irastart up businesses to invest intop places to buy silver 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 ... View the latest JPMorgan Equity Premium Income ETF (JEPI) stock price and news, and other vital information for better exchange traded fund investing. lincoln cent 1943 steel valuetsbx stock 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 ...Inception date of JPMorgan Equity Premium Income ETF: 5/20/20. Past performance is not necessarily a reliable indicator for current and future performance. Total return assumes the reinvestment of income. Performance results are net of investment management fees. is beagle a legit website 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.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 …