Jepi stock holdings.

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’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% ...With stocks at historic highs, many individuals are wondering if the time is right to make their first foray in the stock market. The truth is, there is a high number of great stocks to buy today. However, you might be unsure how to begin.ex/eff date type cash amount declaration date record date payment dateJEPI 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.Web

Click to enlarge. JEPI top five holdings as of 31 March 2023. Data source: JEPI. Notwithstanding, JEPI investors can still have conviction over its managers' selection, benefiting from their ...WebRetired 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.

Lastly, note that JEPI and JEPQ are run by the same team of portfolio managers. JEPQ’s “Magnificent” Portfolio JEPQ holds 81 stocks, and its top 10 holdings account for 58.7% of assets.

The table below compares many ETF metrics between JEPI and JEPQ. Compare fees, performance, dividend yield, holdings, technical indicators, and many other metrics to make a better investment decision. Overview. Holdings.WebJEPI Performance - Review the performance history of the JPMorgan Equity Premium Income ETF to see it's current status, yearly returns, and dividend history.The JPMorgan Equity Premium Income ETF seeks current income while maintaining prospects for capital appreciation. Sep Oct Nov 51.5 52 52.5 53 53.5 54 54.5 55 55.5 Price ($)JEPI JPMorgan Equity Premium Income ETF Holdings and Sector Allocations 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...

JEPI charges 0.35% and pays a 12-month yield of 9.1%. Alerian MLP ETF ( AMLP ) Income investors looking for a high-yield asset with potential inflation-hedging properties can consider master ...

Aug 1, 2023 · 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.

JEPI. 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 ...JEPI Holdings Breakdown (Seeking Alpha) When it comes to the performance, the chart below shows that since May 2020, which is when JEPI was …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 ...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 …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.

STOCK 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 STOCKJEPI 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 …The rest are stocks divided across sectors in the following percents. Source: JPMorgan. ... JEPI holdings also closer to equal weighted than S&P 500. ~91 holdings from S&P 500, top weight is 1.64% ...WebJPIE. JPIE is an income ETF that currently has a 30-day SEC yield of about 6.4%. While this yield is quite a bit lower than JEPI's, 6.4% is by no means a low yield. JPIE invests in various fixed ...WebInvesting in the stock market takes a lot of courage, a lot of research, and a lot of wisdom. One of the most important steps is understanding how a stock has performed in the past. Of course, the past is not a guarantee of future performan...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. ...Click to enlarge. JEPI top five holdings as of 31 March 2023. Data source: JEPI. Notwithstanding, JEPI investors can still have conviction over its managers' selection, benefiting from their ...Web

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. Top 10 Holdings. JPMorgan Equity Premium Income ETF ETF holdings by MarketWatch. View complete JEPI exchange traded fund holdings for better informed ETF trading.

JPMorgan Equity Premium Income ETF (XNYS:JEPI) stock price, performance data ... Top 15 holdings. Data as of August 27, 2023. AMAZON COM INC. 1.95%. ADOBE SYSTEM ...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 ... 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.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. The net asset value of JEPI is primarily determined by the earnings and dividend performance of high-quality S&P 500 stocks. As a result, I anticipate that JEPI will deliver better NAV performance ...Mar 7, 2023 · The 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 ... 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 ...JPMorgan Equity Premium Income ETF (JEPI) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.WebJEPI’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. ...It owns 181 stocks, and its top 10 holdings account for just 7.9% of holdings, so there is no concentration risk here. ... JEPI’s rapid ascent has led to a whole new cohort of similar ETFs that ...Web

JEPI 0.37%. Global X S&P 500 Covered Call ETF. $38.97. ... An exchange-traded fund (ETF) is a collection of stocks or bonds, managed by experts, in a single fund that trades on major stock ...

The Fund seeks to distribute high monthly income generated from investing in the constituents of the S&P 500 Index and implementing a data-driven call option strategy. Actively managed by NEOS, the Fund seeks to take advantage of tax loss harvesting opportunities in addition to utilizing SPX Index options classified as section 1256 …Web

For each screener you can set your own filters, scan based on your own watchlists, search for specific stocks or holdings in particular ETF, save your filters ...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.Explore JEPQ for FREE on ETFdb.com: Price, Holdings, Charts, Technicals, Fact Sheet, News, and more. ... JEPI JPMorgan Equity Premium Income ETF SCHD Schwab US Dividend ... View More Large Cap Blend Equities ETFs. Popular Topics. ETFs. SPY Visual History Of The S&P 500 QQQ Stocks Kicked Out Of The NASDAQ-100 …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 ...WebA 30 Delta CC on VYM will yield approx. .68% or 8.1% over 12 months. Add in the dividend yield of 3% and you’re at 11.1% annually. One could argue that you can also sell CC’s against JEPI, and ...Webex/eff date type cash amount declaration date record date payment dateJEPI is much better diversified fund than JEPQ since the JEPI only invests 16.26% or less of the fund's assets in any one sector of the market and the fund's largest holding is just 1.69% of the ...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 …Nov 27, 2023 · JEPI: JPMORGAN EQUITY PREMIUM INCOME ETF - Fund Holdings. Get up to date fund holdings for JPMORGAN EQUITY PREMIUM INCOME ETF from Zacks Investment Research

JPMorgan Equity Premium Income ETF (JEPI) 54.48 -0.08 ( -0.15%) USD | NYSEARCA | Nov 29, 16:00 54.57 +0.09 ( +0.17%) After-Hours: 20:00 Switch to: Benchmark: Broad …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 ...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.Instagram:https://instagram. courses quantitative financeotcmkts consfdnastockstock auto trader 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 ...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 ... best stocks to buy in september 2023big stock gainers today JEPI is an exchange-traded fund that seeks to deliver monthly distributable income and equity market exposure with less volatility. It invests in defensive equity …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 ... best places to buy gold and silver online 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 ...JEPI's dividend yield, history, payout ratio, proprietary DARS™ rating & much more! Dividend.com: The #1 Source For Dividend Investing. ... that could trigger a rise in a stock’s price ... JEPI - Holdings Concentration Analysis. JEPI Category Low Category High JEPI % Rank; Net Assets: 29.2 B: 25: 17.4 B: 9.36%:Web7-noy, 2023 ... The ETF boasts a healthy 9.93% 12-month rolling dividend yield, has exposure to U.S. large-cap stocks, all while prioritizing low volatility for ...