Jepi top holdings.

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 ...JEPI's top 10 holdings include small amounts, 1.56% to 1.67%, of familiar large cap stocks Bristol-Myers Squibb , AbbVie , Progressive , Coca-Cola , and Hershey , but also include Equity ...22 de out. de 2021 ... Which dividend income ETF is the best? I'm comparing the QYLD, RYLD, JEPI, NUSI and DIVO to show you dividend yields, returns, ...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 ...

24 de jan. de 2023 ... EVERYTHING You Need to Know about the JEPI High-Yield Dividend ETF || JEPI vs. ... Right now, my top holding are SCHD, JEPI, JEPQ and DIVO. I ...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.

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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.SCHD has a better return for the other 28 timeframes and is often significantly better. And to confirm, this includes dividends reinvested. JEPI has a place in portfolios. But it is generally best for those that need income for living expenses. If you don’t need that, you should consider something like SCHD.The J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ) is an exchange-traded fund that mostly invests in large cap equity. The fund 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.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.

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 utilizes a two-pronged strategy. Its core portfolio is built mostly from S&P 500 stocks that centers around undervalued stocks and exhibits lower volatility than the broader market.

holdings top 10 (%) intuit inc common stock 1.4 accenture plc common 1.4 visa inc common stock 1.5 cme group inc common 1.5 mastercard inc common 1.5 unitedhealth group inc 1.5 adobe inc common stock 1.6 microsoft corp common 1.7 amazon.com inc common 1.7 progressive corp/the 1.7 sectors (%) other 14.0 utilities 4.3 real estate 2.9 materials 3.2 Feb 9, 2023 · The number of holdings in JEPI is much different than the S&P 500, with 131 holdings as of February 3, 2023. Their weightings are very different as well, with JEPI’s top ten holdings bearing no ... Consequently, top holdings include well-known cash cows like Altria, Verizon, AT&T, Dow, and Kinder Morgan. Unfortunately, as the fund's performance demonstrates, this hasn't been the year for ...Nov 30, 2023 · JEPI is an ETF that tracks the performance of a portfolio of 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 Costco. For that same 16.5% you could get the entire top 10 holdings of JEPI. In addition, JEPI is actively managed (the article should really mention this; it's what your 35bp expense ratio is paying for ...Sep 26, 2023 · 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 Weight Market Value ... Jun 15, 2023 · Let's have a look at the top 10 holdings within the JEPI portfolio: JEPI. The top position is actually Adobe , but as you can see the exposure rate is pretty low across the board with all 10 ...

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. 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 ...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 ...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 Index) and (2) through equity-linked notes (ELNs), selling call options with exposure to the S&P 500 Index.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 ... Nov 30, 2023 · JEPI is an ETF that tracks the performance of a portfolio of 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 Costco.

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 …JEPQ has a similar approach to its investment strategy as JEPI. ... As of 1/13/23, JEPQ had 50.24% of its net assets tied to its top 10 holdings. I downloaded the entire roster of holdings and ...

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. Nov 17, 2023 · The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five ... 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 ...By Holdings Channel Staff, updated Monday, November 27, 5:15 PM In total we count 863 hedge funds holding JEPI as of their latest 13F filing, but among those we've sorted out just the top ten hedge funds holding JEPI by largest position size, and presented them here in slideshow format.JEPI is a diversified fund with 116 holdings, and its top holdings make up just 16.7% of assets. The holdings are heavily comprised of large, U.S.-based dividend payers from relatively defensive ...JEPI'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 ...JEPI is further diversified in that its top 10 holdings make up just 17.6% of the fund, so it doesn’t leave investors overexposed to just one or two stocks. In fact, no position has a weighting ...The following are the pivot points for the SPDR Dow Jones Industrial Average ETF Trust. Pivot High: $349.825,... The following are the pivot points for the SPDR S&P 500 ETF Trust. Pivot High: $452.17, Pivot Low:... The following are the pivot points for the Invesco QQQ Trust. Pivot High: $387.945, Pivot Low: $385.165.

holdings top 10 (%) intuit inc common stock 1.4 accenture plc common 1.4 visa inc common stock 1.5 cme group inc common 1.5 mastercard inc common 1.5 unitedhealth group inc 1.5 adobe inc common stock 1.6 microsoft corp common 1.7 amazon.com inc common 1.7 progressive corp/the 1.7 sectors (%) other 14.0 utilities 4.3 real estate 2.9 materials 3.2

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 ...

Nov 24, 2023 · 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 ... Top 10 Holdings. Find JPMorgan Equity Premium Income ETF (JEPI) top 10 holdings and sector breakdown by %.No matter what industry you are in, the ever-changing regulations can be a daunting task to keep up with. But ensuring that your employees are in the know and adhere to the latest rules is important. This article will highlight tips on how ...The premiums and discounts for funds with significant holdings in international markets may be less accurate due to the different closing times of various international markets. Because the Funds trade during U.S. market hours while the underlying securities may not, the time lapse between the markets can result in …Jul 7, 2023 · 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, each weighted by the holding's percentage of the fund's NAV. The ... Back to top. Home · Contact Us · Feedback · Privacy · Social Media · Legal · Site ...JEPI Top 10 Holdings AbbVie Inc 1.67% Progressive Corp 1.59% Exxon Mobil Corp 1.54% UnitedHealth Group Inc 1.53% Coca-Cola Co 1.51% The Hershey Co 1.50% PepsiCo Inc 1.48% Bristol-Myers Squibb CoIn May 2020, JEPI was launched and has grown into one of the largest high-yield ETFs in the market. JEPI debuted for $50 per share, and in just over 3 years, the fund has appreciated by 9.02% as ...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.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 …Nov 29, 2023 · JEPI also has minimal exposure to the energy sector in comparison to SCHD, it has a total of ~$30 billion in net assets, and its top five holdings are Microsoft , Amazon , Adobe , The Progressive ...

Most minivans have a fuel tank that can hold between 15 and 20 gallons of gas. The number of gallons of gas a minivan holds depends on the make and model of the minivan.JEPI'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. ...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.Instagram:https://instagram. snipp interactivewhiskeyvest reviewwhat are the best ai stocks to buy nowillinois toolworks In 2023, JEPI is trailing the S&P 500 by about 10% and the Global X S&P 500 Covered Call ETF (XYLD), a loosely comparable fund, by a more modest 3%.Comparative performance for a unique fund like ... omicford stock predictions 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 ...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 ($) metachart The JPMorgan Equity Premium Income ETF seeks current income while maintaining prospects for capital appreciation. Sep Oct Nov 51.5 52 52.5 53 53.5 54 54.5 55 55.5 Price ($)Perhaps the most popular ETF in the world right now is the JPMorgan Equity Premium Income ETF (JEPI).This year, it's taken in more than $11 billion in net new money (the 5th largest amount of 2023 ...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 ...