Jepi top holdings.
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 ...
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 ...JEPI. A Closer Look At The Top 5 Holdings AbbVie . AbbVie is the new top position within JEPI. The company had the top selling drug in the world in Humira for a number of years. But in 2023, the ...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 ...Apr 22, 2023 · JEPI. A Closer Look At The Top 5 Holdings AbbVie . AbbVie is the new top position within JEPI. The company had the top selling drug in the world in Humira for a number of years. But in 2023, the ... 21 de jan. de 2023 ... ... JEPI 10 top holdings 3:34 SCHD vs JEPI sector breakdowns 5:46 What is an ELN? (equity-linked note) 7:27 SCHD vs JEPI total return (dividends ...
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 …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.
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 - J.P. Morgan Exchange ... These institutions hold a total of 254,842,588 shares. Largest shareholders include Morgan Stanley, Bank Of America Corp /de/, Jpmorgan Chase & Co, Wells Fargo & Company/mn, JNBAX - JPMorgan Income Builder Fund Class A, Advisor Group Holdings, Inc., Royal Bank Of Canada, UBS Group AG, Envestnet …
Moreover, JEPI's total holdings are more diversified than SPYD's, and its top 10 holdings constitute only 14.91% of its total portfolio, which is even lower than SPYD's top 10 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 1.97% of the fund.20 de abr. de 2023 ... High Dividend ETF #1: JPMorgan Equity Premium Income ETF (JEPI) ... And the fund's top three holdings are Johnson & Johnson, Exxon Mobil ...JEPI is a high-yielding ETF aiming to provide investors with capital appreciation and regular monthly dividend income. ... The top five holdings have also undergone significant changes since my ...
JEPQ's "Magnificent" Portfolio. 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 ...
JPMorgan Equity Premium Income ETF JEPI Portfolio | Medalist Rating as of Sep 26, 2023 | See JPMorgan Investment Hub Quote Chart Fund Analysis Performance Sustainability Risk Price Portfolio...
JEPI ETF Database Category Average FactSet Segment Average; Number of Holdings 119 284 178 % of Assets in Top 10 25.23% 37.98% 60.48% % of Assets in …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 ...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.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 ...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 ...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 ... Aug 25, 2023 · Below, you can take a look at JEPI’s top 10 holdings using TipRanks’ holdings tool. JEPI’s portfolio contains a wide variety of large-cap, blue-chip U.S. stocks, ranging from tech stocks ...
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 ...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.In general terms, every JEPI holding is also included in VOO, ... Since the S&P is market-cap weighted, it is over 27% in tech and 16.5% in its top 3 holdings (AAPL, MSFT, AMZN) alone.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 ... Investors who like JEPI’s style now have another high-yield competitor to consider — the NEOS S&P 500 High Income ETF ... and its top 10 holdings account for 30.7% of its assets.JEPI was a wild success attracting $12.9 billion in 2022 and beating the record for the biggest annual active inflow previously set by Cathie Wood's ARK ... Four of its top 10 holdings, comprising ...Top 10 Holdings. JPMorgan Equity Premium Income ETF ETF holdings by MarketWatch. View ...
Of their top 20 holdings, 95% are rated in the top two categories of simply safe dividend's rating system. JEPI is my second largest holding. I'm also slowly accumulating XYLG and DIVO.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 ...
Jepi is our largest holding as we are middle class retirees. We fear risk but the higher return pays a premium for our risk. We solicit comments to us on whether we should cut our 10000 share ...A list of the top 50 institutional holders of JEPI. There is a long list of 872 institutional holders of JEPI within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of JEPI by largest to smallest position reported in the institutional investor's latest 13F filing.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 ...1.43%. Accenture PLC Class A. ACN. 1.43%. View Top Holdings and Key Holding Information for JPMorgan Equity Premium Income ETF (JEPI).Jan 26, 2023 · As you can see, the two ETFs only share Coca-Cola Co amongst their top 10 holdings. SCHD and JEPI are similar with their top 2 sector exposure being to financials and industrials, but after that ... 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) ... 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 ...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 Technology 40.3 Industrials 3.7 Health Care 5.9 Financials 2.3 ... 11 de jul. de 2023 ... By looking for ETFs with similar holdings and historical performance, yet different indexes, investors can avoid running afoul of the 30-day ...
Nov 30, 2023
Basic Info. The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Standard & Poor’s 500 Total Return Index (S&P 500 ...
Jan 26, 2023 · As you can see, the two ETFs only share Coca-Cola Co amongst their top 10 holdings. SCHD and JEPI are similar with their top 2 sector exposure being to financials and industrials, but after that ... Apr 22, 2023 · JEPI. A Closer Look At The Top 5 Holdings AbbVie . AbbVie is the new top position within JEPI. The company had the top selling drug in the world in Humira for a number of years. But in 2023, the ... JEPI was a wild success attracting $12.9 billion in 2022 and beating the record for the biggest annual active inflow previously set by Cathie Wood's ARK ... Four of its top 10 holdings, ...View Top Holdings and Key Holding Information for Vanguard Growth Index Fund (VUG).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 ... Basic Info. The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Standard & Poor’s 500 Total Return Index (S&P 500 ...View the top holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI). Plus view geographic exposure, currency exposure, sector …Check the JEPI stock price for JPMorgan Equity Premium Income ETF, review total assets, see historical growth, and review the analyst rating from Morningstar.A list of holdings for VXUS (Vanguard Total International Stock ETF) with details about each stock and its percentage weighting in the ETF.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.
Nov 24, 2023 · A list of holdings for JEPQ (J.P. Morgan Nasdaq Equity Premium Income ETF) with details about each stock and its percentage weighting in the ETF. 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 ...Moreover, JEPI's total holdings are more diversified than SPYD's, and its top 10 holdings constitute only 14.91% of its total portfolio, which is even lower than SPYD's top 10 holdings.While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest ...Instagram:https://instagram. nvidia price targetsnasdaq penny stock listinexpensive brokerage accountsbaker hughes incorporated stock Top 10 Percentage. 25.16%. Asset Class. Equity. Category. Size And Style. Region. North America. See the full list of holdings, find out what stocks are the most undervalued and … computers tradingnasdaq airbnb 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. avuv etf 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 ...% 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. ...