Jepq holdings.

This results in a portfolio that skews more towards large-cap technology stocks, as you can see in the overview of JEPQ’s top 10 holdings below. Like JEPI, JEPQ features an expense ratio of 0.35%.Nov 14, 2023 · Here are the primary differences between JEPQ and QQQ's holdings. Their top 10 are very similar. Notice JEPQ's reduced concentration in top names. It holds fewer stocks, but has more diverse ... Holdings. Compare ETFs JEPQ and QQQ on performance, AUM, flows, holdings, costs and ESG ratings.JEPQ – JPMorgan Nasdaq Equity Premium Inc ETF – Check JEPQ price, review total assets, see historical growth, and review the analyst rating from Morningstar.JEPQ also charges 0.35%, and SPYI charges a much higher 0.69%. PAPI’s 0.29% expense ratio means that an investor putting $10,000 into the fund will pay $29 in fees over the course of a year.

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).The Nasdaq has appreciated by 35.09% YTD after a horrific 2022. QYLD started 2023 at $15.86, and JEPQ was $40.67. YTD QYLD has appreciated by $1.62 or 10.21%, while JEPQ has increased $7.88 or 19. ...Web

JEPQ 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. The fund also invests in ELNs in seeking income generation.

Dec 1, 2023 · JEPQ JPMorgan Nasdaq Equity Premium Income ETF Holdings and Sector Allocations 12.81K followers $49.25 0.15 ( +0.31%) 11:54 AM 11/22/23 NASDAQ | $USD | Realtime Summary Holdings Ratings... 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 ...I believe that JEPI and JEPQ sell one month calls 2 - 4% out-of-the money on no more than 20% of the value of their holdings. >>> JEPI & JEPQ write monthly calls against 100% of their positions 2 ...WebTop Holdings Thetop10holdingslistedexcludecashandmoneymarkets.Holdingsaresubjectto change.Theholdingslistedshouldnotbeconsideredrecommendationstopurchaseor …

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 ...

Daily ETF Watch. Learn everything about JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Free ratings, analyses, holdings, benchmarks, quotes, and news.

There is a long list of 317 institutional holders of JEPQ 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 JEPQ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-JEPQ table below, the initial …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 …Dec 1, 2023 · JEPQ has a dividend yield of 10.86% and paid $5.31 per share in the past year. The dividend is paid every month and the last ex-dividend date was Nov 1, 2023. Dividend Yield. 10.86%. Annual Dividend. $5.31. Ex-Dividend Date. Nov 1, 2023. Payout Frequency. 25 days ago - JEPI: No Longer An Income-Focused Investor's Only Holdings, It's Time To Play Offense - Benzinga ; 4 weeks ago - Chart of the Week: Alternative Income ETF Comfort - ETF Trends ; 5 weeks ago - VettaFi Voices On: Finding Income - ETF Trends ; 6 weeks ago - VettaFi Voices On: The Nature of Value - ETF TrendsIn depth view into JEPQ (JPMorgan Nasdaq Equity Premium Inc ETF) including performance, dividend history, holdings and portfolio stats. JPMorgan Nasdaq Equity Premium Inc ETF (JEPQ) 48.73-0.55 (-1.12% ...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.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.

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.WebJEPQ:US. Nasdaq GM (USD). As of 8:00 PM EST 12/01/23 . Market closed. 48.9000. + ... Andrew Stern. Top Holdings. Name, Position, Value, % of Fund. Microsoft Corp ...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).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 …All holdings as of date 12/01/23 Displaying 1 - 100 of 104. VERIZON COMMUNICATIONS INC Fund Data. AMGEN INC Fund Data BROADCOM INC Fund Data. COCA-COLA Fund Data. ABBVIE INC Fund Data. PEPSICO INC Fund Data. MERCK & …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.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 ...

Here are the primary differences between JEPQ and QQQ's holdings. Their top 10 are very similar. Notice JEPQ's reduced concentration in top names. It holds fewer stocks, but has more diverse ...JEPQ and QYLD are very similar funds, with similar strategies, holdings, characteristics, and expected performance, and with few significant differences. Both funds invest in Nasdaq-100 companies ...

Furthermore, its largest position is only 3.31% of its total portfolio and its top 10 holdings only make up 23.49% of its total portfolio value, making it a very diversified investment.See which holdings any two equity ETFs have in common, along with top differences in exposure. For overlap across multiple ETFs use Portfolio Builder. Fund 1. Fund 2. Dec 2, 2023 · JEPI vs. JEPQ - Performance Comparison. In the year-to-date period, JEPI achieves a 7.63% return, which is significantly lower than JEPQ's 32.16% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends. 0.00% 5.00% 10.00% 15.00% June July August September October ... Top 10 Holdings. Find JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) top 10 holdings and sector breakdown by %.JEPQ has a dividend yield of 10.86% and paid $5.31 per share in the past year. The dividend is paid every month and the last ex-dividend date was Nov 1, 2023. Dividend Yield. 10.86%. Annual Dividend. $5.31. Ex-Dividend Date. Nov 1, 2023. Payout Frequency.This results in a portfolio that skews more towards large-cap technology stocks, as you can see in the overview of JEPQ’s top 10 holdings below. Like JEPI, JEPQ features an expense ratio of 0.35%.Nov 24, 2023 · JEPQ is Nasdaq-only and has a high percentage of assets in the top 10 holdings (concentration risk). Covered call ETFs are a relatively new category. JEPI is older, more established, and has more assets under management than JEPQ. JEPQ has outperformed JEPI since JEPQ’s inception (see chart below for the latest). But both funds are immature. Overview Market Screener Sectors | JEPQ U.S.: Nasdaq J.P. Morgan Nasdaq Equity Premium Income ETF Watch list NEW Set a price target alert After Hours Last Updated: …

JEPQ has a dividend yield of 10.86% and paid $5.31 per share in the past year. The dividend is paid every month and the last ex-dividend date was Nov 1, 2023. Dividend Yield. 10.86%. Annual Dividend. $5.31. Ex-Dividend Date. Nov 1, 2023. Payout Frequency.

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

May 3, 2023 · First, JEPQ via the ELNs, sells OTM calls on the NDX and not against the fund's stock holdings. Second, JEPQ's concentration is no different from DIVO, which also has a concentrated portfolio. View Top Holdings and Key Holding Information for Global X S&P 500 Covered Call ETF (XYLD).WebJEPQ is a JEPI riskier cousin, I think you'd be better off using JEPI over JEPQ. SCHD is a good choice for dividends, and would be great for getting some growth while maintaining relatively stable. As for svol, I don't think you should be holding that. You're probably better off with a fixed income fund instead like a bond fund.Expenses Comparison - VOO Clear Winner. VOO is an incredibly cheap fund, with a 0.03% expense ratio. JEPI is a comparatively more expensive fund, with a 0.35% expense ratio. JEPI's expenses are ...Holdings. JEPQ provides equity exposure to the mega cap tech names that are fast-growing while also generating substantial current income. The trailing 12-month yield on JEPQ is nearly 12%, while ...A covered call option involves holding a long position in a particular asset, in this case U.S. common equities, and writing a call option on that same asset with the goal of realizing additional income from the option premium. QYLD writes covered call index options on the Nasdaq 100 Index.The only hole to poke is that if have a long time to retirement and want technology etf as a core holding, they then you are better off in qqq. Ytd total performance of qqq vs jepq is a perfect example. Qqq ~20% ytd vs jepq ~12%. I personally like jepq for someone who wants to stay in tech but derisk or needs the income.WebLooking 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. JEPQThis dividend-stock ETF has a 12% yield and is beating the S&P 500 by a substantial amount Last Updated: Jan. 28, 2023 at 8:14 a.m. ET First Published: Jan. 23, 2023 at 8:34 a.m. ETJepq Holdings is a multinational conglomerate that specializes in various sectors of the technology industry, including software development, artificial intelligence, and e-commerce. The company was founded in 2010 by tech entrepreneur John Peterson and has since grown exponentially, attracting attention from investors and industry experts alike.

This page summarizes the JEPQ holdings changes quarter over quarter among those 13F filers that have reported for the 9/30/2023 period, comparing share count change from 6/30/2023 to 9/30/2023. Share count is compared over these two periods to provide an indication of whether JEPQ is being accumulated or sold by institutions that file their …May 31, 2023 · Holdings. JEPQ provides equity exposure to the mega cap tech names that are fast-growing while also generating substantial current income. The trailing 12-month yield on JEPQ is nearly 12%, while ... 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 ...Instagram:https://instagram. what is the best health insurance in californiabest financial subscriptionsrobloxstockjfk coin value JEPI Portfolio - Learn more about the JPMorgan Equity Premium Income ETF investment portfolio including asset allocation, stock style, stock holdings and more. who owns trulyex dividend date JEPQ is a new fund that is heavily overweight big cap tech, but this ETF lacks diversity. ... 6.24% in Alphabet, and 5.46% in Amazon. These four companies make up nearly 32% of the holdings. JEPQ ... best stock research tools It's up 4.59% over the past month though, a bit better than the S&P's 3.69% gain. Looking back over the past 5 years, the Blackrock ETF, CII, has come closest to the S&P total return, based upon ...WebACN. 1.43%. View Holdings As of 10/31/2023. JPMorgan Equity Premium Income ETF ETF holdings by MarketWatch. View complete JEPI exchange traded fund holdings for better informed ETF trading.