Jepi stock holdings.

Compare ETFs JEPI and QYLD on performance, AUM, flows, holdings, costs and ESG ratings.Price Change. - $ 0.00 /0.13%. The Simplify Volatility Premium ETF (SVOL) seeks to provide investment results, before fees and expenses, that correspond to approximately one-fifth to three-tenths (-0.2x to -0.3x) the inverse of the performance of the Cboe Volatility Index (VIX) short-term futures index while also seeking to mitigate …Jun 27, 2023 · 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 ... 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.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 Energy 0.4 Consumer Staples 5.5 Consumer Discretionary 11.5 Communication Services 13.1 Portfolio Analysis EPS Growth 12.98 12.45 Turnover ratio (trailing 12 162.00 -

The top 10 holdings of Berkshire Hathaway's main stock portfolio make up 87% of its assets. Additionally, New England Asset Management has a knack for owning some of its stocks for decades, and ...WebWhat'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 ...

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 ...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 ...

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 ...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 ...JEPI and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JEPI is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow …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 ...

Its broad diversification (with 137 holdings and only 15.41% of its portfolio allocated to its top 10 holdings) that includes substantial (17.51%) exposure to technology is attractive given that ...

Oct 26, 2022 · Retired investor. I have 5% Total Portfolio weight in JEPI..~8% of Stock Portfolio. SCHD makes up largest stock ETF. Also DIVO/JEPQ. Reply Like (5) V. Valuestocks007. 27 Oct. 2022. Premium.

Check the JEPI stock price for JPMorgan Equity Premium Income ETF, review total assets, see historical growth, and review the analyst rating from Morningstar.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. INCOME. DISTRIBUTION. 2022. $6.36. 2021. $4.16. 2020. $3.23. View the latest JPMorgan Equity Premium Income ETF (JEPI) stock price and news, and other vital information for better exchange traded ... 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.Sep 30, 2023 · 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 income, where yield to maturity is shown, and 30-day SEC yield is used for JEPQ. 30-day SEC yield (unsubsidized), 11.68%; 12-month rolling dividend yield, 12.51%; as of 9/30/23. JEPQ's portfolio is dominated by technology stock holdings and - prior to the A.I. driven technology stock boom of 2023, JEPI was significantly outperforming JEPQ.

JEPI Analyst Price Target. $59.12. Based on 119 Wall Street analysts offering 12 month price targets to JEPI holdings in the last 3 months. The average price target is $59.12 with a high forecast of $67.08 and a low forecast of $51.05. The average price target represents a 8.11% change from the last price of $54.69.WebFEPI 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.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 ...Fidelity Investments Dec 1, 2023 · JEPI ETF is a good complement to SPDR S&P 500 fund (SPY) The JP Morgan Equity Premium Income Fund (JEPI) is doing modestly well this year as the stocks rally gains steam. JEPI was trading at $55.57 on Wednesday, a few points below the year-to-date high of $... : SPY. 3 months ago - Invezz. 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.Web

29-mar, 2023 ... JEPI holdings & strategy explained. JEPI combines a long equity position with a short call position. ... stock selection. JEPI's current security ...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 …

Browse Dividend Stocks . Top 10 Most Popular Dividend Stocks; High Dividend Stocks; Best Quality Dividend Stocks; Monthly Payout; S&P 500; NYSE; Nasdaq; Canadian TSX; United Kingdom LSE; Australian ASX; Contact; JPMorgan Equity Premium Income ETF ( JEPI ) News/Announcments: None Updated: 2023-12-01. Last Close …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 ... With JEPI, investors receive: Fully active, broadly diversified equity portfolio: Leverages 20+ research analysts and an over 30-year proprietary process to find attractive stocks across sectors. Innovative income: Avoids the duration risk of higher-yielding bonds and the quality risk of higher-yielding stocks and extended fixed income sectors.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 ...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.Learn more about the J.P. Morgan Tax Aware Diversified Income Fund, a mutual fund that seeks to provide tax-efficient income and capital appreciation. Read the prospectus to find out the fund's objectives, risks, fees, and performance.

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’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% ...

Sep 6, 2023 · JEPQ's portfolio is dominated by technology stock holdings and - prior to the A.I. driven technology stock boom of 2023, JEPI was significantly outperforming JEPQ. beckariuz. The JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) has made the headlines by entering the top 10 exchange-traded funds ("ETFs") in terms of inflows in 2022 by adding US$12.5B to its ...12-iyl, 2023 ... JEPI ETF Review · Defensive equity portfolio employs a time-tested, bottom-up fundamental research process with stock selection based on our ...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 ...WebJEPI's top 10 holdings include small amounts, 1.44% to 1.64%, of familiar large cap stocks Bristol Myers Squibb, United Health, Progressive, Coca-Cola, and Hershey, but also includes an Equity ...EVERYTHING You Need to Know about the JEPI High-Yie…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 ...Prior to that, JEPI posted an impressive total return of 21.5% in 2021, which lagged the S&P 500 and Nasdaq but was still a nice return for investors. 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.

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.3.54%. Meta Platforms Inc Class A. META. 3.38%. View Top Holdings and Key Holding Information for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).WebThe portfolio that JEPI owns has an average 1-year beta of 0.66. That means that for every 1% move in the broad market, JEPI's equity portfolio moves by 0.66%, on average.JEPQ’s Top Holdings . 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 ...Instagram:https://instagram. options trading paper tradingnasdaq melinyse holidays 2023bank of america clov 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. dividend payout datesquarters that worth money 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% ... 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 … ocugen stock forecast 2025 Fidelity Investments Ticker - JEPI. Expenses - 0.35%. Strategy - Combines defensive U.S. large cap equity portfolio with options overlay to pursue income and capital appreciation. Four ways to build stronger portfolios with JEPI. Add to income portfolios to pursue consistent, attractive yields regardless of what happens with interest rates or equity dividends.