Jepq holdings.

Gold 2,091.70 JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) NasdaqGM - NasdaqGM Real Time Price. Currency in USD Follow 48.90 +0.04 (+0.09%) At close: …A high-level overview of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.In the world of budgeting, it isn’t common to factor how much a car sells for into the equation. However, doing so isn’t a bad idea for several reasons. Most people don’t drive their vehicles until they no longer run whatsoever.Jul 6, 2023 ... JEPQ's "Magnificent" Portfolio. JEPQ holds 81 stocks, and its top 10 holdings account for 58.7% of assets. Therefore, JEPQ is much more ...Category Overview. There are 898 funds in the US Equities category, with an average ALTAR Score™ of 6.3% and a standard deviation of 3.2%. JEPQ's ALTAR Score™ is approximately 0.4 standard deviations below the category average. This places JEPQ in the 34th percentile among funds in the category. Consensus Recommendation.

Since last fall, we have made several changes to HYLD’s holdings, the most consequential having been the addition of JEPI and JEPQ, which benefited HYLD by: (i) more closely aligning its sector mix to that of the S&P 500, thus increasing correlations, (ii) lowering all-in fees, and (iii) increasing distribution yields at the time.Find JPMorgan Equity Premium Income ETF (JEPI) top 10 holdings and sector breakdown by %.

J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ) Holdings - View complete (JEPQ) ETF holdings for better informed ETF trading.

GLOBAL DOW NASDAQ Compare to Open 49.49 Prior Close 49.37 (11/28/23) 1 Day JEPQ -0.10% DJIA 0.04% S&P 500 -0.09% Nasdaq -0.16% Overview Investment Information …JEPQ: Manager & start date: Hamilton Reiner. 03 May 2022. Andrew Stern. 03 May 2022. Eric Moreau. 03 May 2022. Pricing frequency: Daily: Total net assets: 6.23bn USD As of Oct 31 2023. ... Sector and region weightings are calculated using only long position holdings of the portfolio. Objective.Sep 26, 2023 · JEPQ – JPMorgan Nasdaq Equity Premium Inc ETF – Check JEPQ price, review total assets, see historical growth, and review the analyst rating from Morningstar. Check out performance and key metrics like expense ratio, live pricing and top holdings for JEPQ on Composer to incorporate into your own algorithmic ...

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 ...

Holdings. Compare ETFs JEPQ and QQQ on performance, AUM, flows, holdings, costs and ESG ratings.

Learn more about BlackRock Science and Technology Trust (BST: xnys) investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings.Pros of JEPQ: JEPQ offers an attractive dividend yield. However, just like JEPI, JEPQ is structured to deliver a 5% to 8% dividend yield over time, and 6% to 10% annual returns. The fund does this by using covered calls, meaning it writes options against an underlying portfolio of stocks in the fund to generate extra income.Find the latest JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stock quote, history, news and other vital information to help you with your stock trading and investing. More JEPI Holdings Current Portfolio Date Nov 30, 2023; Equity Holdings 116; Bond Holdings 0; Other Holdings 20 % Assets in Top 10 Holdings 16.1; Top 10 Holdings % Portfolio WeightWall Street Horizon. JEPQ has a high $5.7 billion in assets under management and sports a modest annual expense ratio of 0.35%. The trailing 12-month dividend yield is among the highest in the ETF ...Many of them are on a discount at the moment which means you get more cashflows (and dividends) per dollar. You also get growth as well. The problem with JEPI, JEPQ, QYLD is that despite the high yield, they have low returns (and high fees). There is a difference in needing cash now versus a monthly income stream.

Dec 1, 2023 · Category Overview. There are 896 funds in the US Equities category, with an average ALTAR Score™ of 6.1% and a standard deviation of 3.1%. JEPQ's ALTAR Score™ is approximately 0.4 standard deviations below the category average. This places JEPQ in the 35th percentile among funds in the category. Consensus Recommendation. About JPMorgan Nasdaq Equity Premium Inc ETF (JEPQ) There are 3 members of the management team with an average tenure of 1.50 years: Hamilton Reiner (2022), Andrew Stern (2022) and Eric Moreau (2022). ... The top 10 …However, this concentrated approach is evident as the top 7 holdings make up 45.16% of total assets. JEPQ's hybrid approach, combining equity holdings and one-month out-of-the-money call options ...WebJEPI and JEPQ are two of the most popular income ETFs in the market today and with good reason. Both have high yields, with JEPI yielding 9.3% and JEPQ 11.1%. JEPQ has outperformed the S&P 500 ...Since started in June 2022, JEPQ is underperforming both the market and JEPI, while barely beating the Q's. Since JEPQ started in June 2022, total returns: JEPI -1.40% JEPQ -8.36% SPY -5.68% QQQ ...

More JEPIX Holdings Current Portfolio Date Oct 31, 2023; Equity Holdings 119; Bond Holdings 0; Other Holdings 18 % Assets in Top 10 Holdings 15.4; Top 10 Holdings % Portfolio Weight

JEPI Portfolio - Learn more about the JPMorgan Equity Premium Income ETF investment portfolio including asset allocation, stock style, stock holdings and more.Get the latest JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and ... Deep dive profile of JEPQ JPMorgan Nasdaq Equity Premium Income ETF, including Net Expense Ratio, Legal Structure, Index Name, Returns Performance and Top Constituent Holdings. ... Top 10 Holdings (17 November 2023) Constituent Name Constituent Ticker Constituent Type Weighting; MICROSOFT CORP COMMON: MSFT: EQUI: …Matches 1 - 20 of 134 ... 134 Total Holdings; $29.1B Total Assets; 0.35% Expense Ratio. Symbol. Description. % PortfolioJEPI and JEPQ are two of the most popular income ETFs in the market today and with good reason. Both have high yields, with JEPI yielding 9.3% and JEPQ 11.1%. JEPQ has outperformed the S&P 500 ...Sep 26, 2023 · Learn how it impacts everything we do. JEPQ Portfolio - Learn more about the JPMorgan Nasdaq Equity Premium Inc ETF investment portfolio including asset allocation, stock style, stock holdings and ... QYLD sells covered calls at the money on just about 100% of it's holdings. So you're basically always making a bet the market will go down and functionally trading away all capital gains for dividends. JEPQ only sells out the money covered calls on about 20% of it's holdings. Much more room for options to expire worthless and still basically ... GLOBAL DOW NASDAQ Compare to Open 49.49 Prior Close 49.37 (11/28/23) 1 Day JEPQ -0.10% DJIA 0.04% S&P 500 -0.09% Nasdaq -0.16% Overview Investment Information …The SP 500 has historically done better. JEPI/JEPQ is best for those who are nearing retirement or in retirement. The goal is to generate a source of regular income and not capital appreciation. The 2 fund managers' goal is to generate an average total return of 6 - 8 % but they have been doing much better than that since the start of the funds.

Nov 30, 2023 · Holdings in JEPQ have an aggregate rating of Moderate Buy based on 959 analyst ratings issued in the past year covering 43 companies (70.1% of the portfolio). JEPQ Aggregate Price Target $52.45 6.42% Upside

Derbend Asset Management also saw growth in its JEPQ holdings by 7.1% thanks to an additional purchase of 14,339 shares. In addition to these firms’ activities, Resources Investment Advisors LLC entered the market for JPMorgan Nasdaq Equity Premium Income ETF during the first quarter with an acquisition worth $909,000.

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. Category Overview. There are 896 funds in the US Equities category, with an average ALTAR Score™ of 6.1% and a standard deviation of 3.1%. JEPQ's ALTAR Score™ is approximately 0.4 standard deviations below the category average. This places JEPQ in the 35th percentile among funds in the category. Consensus Recommendation.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 JEPI. 30-day SEC yield (unsubsidized), 7.90%; 12-month rolling dividend yield, 9.82%; as of 9/30/23.Latest JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stock price, holdings, dividend yield, charts and performance. 🚀 Enjoy a 7-Day Free Trial Thru Dec 09, 2023! Sign UpWebDate. Income Distribution. YTD. $3.77. 2022. $3.85. JEPQ | A complete J.P. Morgan Nasdaq Equity Premium Income ETF exchange traded fund overview by MarketWatch. View the latest ETF prices and news ... Seeking Alpha. In line with lower volatility premia, JEPQ's dividends dropped by about 37% over a six month period, from $0.58/ December 2022 to $0.37/ June 2023. JEPQ Prospectus. Secondly ...JEPQ is less diversified than JEPI. While it is certainly not a concentrated fund, with 78 holdings, JEPQ's top 10 holdings make up over 53% of assets. The top holdings are mega-cap tech stocks ...Nov 29, 2023 · 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 benchmark, the ...

The current volatility for JPMorgan Equity Premium Income ETF (JEPI) is 1.98%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.94%. This indicates that JEPI experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their …More JEPIX Holdings Current Portfolio Date Oct 31, 2023; Equity Holdings 119; Bond Holdings 0; Other Holdings 18 % Assets in Top 10 Holdings 15.4; Top 10 Holdings % Portfolio WeightJEPQ – JPMorgan Nasdaq Equity Premium Inc ETF – Check JEPQ price, review total assets, see historical growth, and review the analyst rating from Morningstar.It was a similar story with cousin JEPQ. This fund focuses on tech stocks, which tend to command higher option premiums. So, it pays even more—a 12.5% headline yield! JEPQ comes with some heartburn.Instagram:https://instagram. sggdxtop 10 richest americansspectre carsaetna discount dental plan phone number Symbol. Price. 48.90. Webull offers JEPQ Ent Holdg (JEPQ) historical stock prices, in-depth market analysis, NASDAQ: JEPQ real-time stock quote data, in-depth charts, free JEPQ options chain data, and a fully built financial calendar to help you invest smart. Buy JEPQ stock at Webull.WebJEPQ has an expense ratio of 0.35%, which seems reasonable for an ETF with this degree of active management. 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 the tech sector. how do you sell sharesbest app for investing in crypto I downloaded the entire roster of holdings and deconstructed them. JEPQ had 16.43% of its assets tied to ELNs, 1.4% tied to a money market account and 0.13% in cash.Category Overview. There are 896 funds in the US Equities category, with an average ALTAR Score™ of 6.1% and a standard deviation of 3.1%. JEPQ's ALTAR Score™ is approximately 0.4 standard deviations below the category average. This places JEPQ in the 35th percentile among funds in the category. Consensus Recommendation. ninjacators review See the top 5 holdings and sector weightings of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), an exchange-traded fund that invests in U.S. equities with high dividend yield. The fund has 81.61% of its assets in stocks and 0.00% in bonds, with a median market cap of N/A. Holdings in JEPQ have an aggregate rating of Moderate Buy based on 956 analyst ratings issued in the past year covering 43 companies (70.1% of the portfolio). JEPQ Aggregate Price Target. $52.06 6.46% Upside. High Prediction: $64.96: Average Prediction: $52.06: Low Prediction: $31.93:Web