Jepi top holdings.

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’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.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 …JPMorgan Equity Premium Income ETF (JEPI) ETF Bio. The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through ...

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 ...

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 …Jepi and jepq will hold better in down market and will trail in bull market. Also dividends are variable and based on volatility. Which means the ideal time to buy and hold JEPI was starting a year ago, and until the next bull market starts. Then it would be better to hold something that would not cap the upside.

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 ...It’s a strategy that performed well in 2022—losing only 3.5% versus an 18.1% loss for the S&P 500, and one that has outperformed since its inception in May 2020—39% versus 34.5% with lower ...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 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.There are 902 funds in the US Equities category, with an average ALTAR Score™ of 6.1% and a standard deviation of 3.2%. JEPI's ALTAR Score™ is approximately 0.2 standard deviations below the category average. This places JEPI in the 42nd percentile among funds in the category. Consensus Recommendation.

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.

Top 10 Holdings. JPMorgan Equity Premium Income ETF ETF holdings by MarketWatch. View ...

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 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 ...Learn everything about JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Free ratings, analyses, holdings, benchmarks, quotes, and news.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 …JPMorgan Equity Premium Income ETFETF , JEPI. 54.51-0.05-0.09%. 11/29/2023 10:15 PM ... Asset Allocation Top Holdings. Amazon.com Inc Microsoft Corp Adobe Inc ...

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.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) ...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. 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 ...Feb 9, 2023 · The number of holdings in JEPI is much different than the S&P 500, with 131 holdings as of February 3, 2023. Their weightings are very different as well, with JEPI’s top ten holdings bearing no ... 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 …

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. 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.

Nov 29, 2023 · 40.43K followers $54.51 -0.05 ( -0.09%) 4:00 PM 11/29/23 NYSEARCA | $USD | Post-Market: $54.51 8:00 PM Summary Holdings Ratings Momentum Expenses Dividends Risk Liquidity Peers Options Charting... 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 ...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. ...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.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 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 ...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 ...

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What is the prediction for JEPI? JEPI Analyst Price Target Based on 1,693 Wall Street analysts offering 12 month price targets to JEPI holdings in the last 3 months. The average price target is $61.48 with a high forecast of $70.37 and a low forecast of $51.48. The average price target represents a 12.51% change from the last price of $54.64.

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?Furthermore, its top 10 holdings only make up 15.42% of its total holdings, which is significantly less than the percentage occupied by VYM's top 10 holdings. On top of that, its top holding is a ...Top 15 Holdings New. Schwab US Dividend Equity ETF Symbol Symbol Holding Holding % Assets % Assets VZ: Verizon Communications Inc. 4.51%: AVGO: Broadcom Inc. 4.41%: AMGN: Amgen Inc. ... JEPI JPMorgan Equity Premium Income ETF IWD iShares Russell 1000 Value ETF JEPQ J.P. Morgan Nasdaq Equity Premium …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'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 ...Mar 30, 2023 · Its top 10 holdings make up a minuscule 17.5% of the fund. Below is an overview of JEPI’s top holdings , using TipRanks’ holdings tool, which gives investors a birds-eye view of key data about ... JEPI – JPMorgan Equity Premium Income ActiveETF – Check JEPI price, ... % Assets in Top 10 Holdings 99.6; Top 10 Holdings % Portfolio Weight Market Value USD Sector 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. 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) ... 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, ...The J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively-managed fund of US large-cap companies from the Nasdaq-100 Index, assessed and managed using ESG factors and a proprietary data science driven investment approach.

What is the prediction for JEPI? JEPI Analyst Price Target Based on 1,693 Wall Street analysts offering 12 month price targets to JEPI holdings in the last 3 months. The average price target is $61.48 with a high forecast of $70.37 and a low forecast of $51.48. The average price target represents a 12.51% change from the last price of $54.64.Check the JEPI stock price for JPMorgan Equity Premium Income ETF, review total assets, see historical growth, and review the analyst rating from Morningstar.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 · It owns 181 stocks, and its top 10 holdings account for just 7.9% of holdings, so there is no concentration risk here. Below, you’ll find an overview of PAPI’s top 10 holdings using TipRanks ... Instagram:https://instagram. banking etfsbrokerage firms that accept penny stocksev teslaapex trader funding lifetime fee 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 ... Then click the tab on that page that says "brokerage and trading." Then click the tab that says "dividends and capital gains." You can then choose, by stock, which ones you want to DRIP by clicking on the "reinvest in security" tab, otherwise the dividends will be deposited as cash into your core account. 8. international online stock brokersis beagle 401k finder legit 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. JEPQWhat is the prediction for JEPI? JEPI Analyst Price Target Based on 1,693 Wall Street analysts offering 12 month price targets to JEPI holdings in the last 3 months. The average price target is $61.48 with a high forecast of $70.37 and a low forecast of $51.48. The average price target represents a 12.51% change from the last price of $54.64. automated trading program 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 ...% 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. ...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 ...