2024 Jepi top holdings - While JEPI only has 15.25% of its portfolio allocated to its top 10 holdings, JEPQ has a whopping 46.60% of its portfolio allocated in its top 10 holdings. ... JEPI Top 10 Holdings (Seeking Alpha) ...

 
JEPI sells calls on 20% of the value of it's holdings - these holdings (~100 companies) are a subset of the S&P 500 index. Higher quality companies with low earnings and price volatility an .... Jepi top holdings

3 de abr. de 2022 ... 13 Best Small Cap Value ETFs and My 3 Picks for 2023. Optimized ... (JEPI). Leo Fittipaldi•34K views · 11:46 · Go to channel · Por que ter ETF ...JEPI also has minimal exposure to the energy sector in comparison to SCHD, it has a total of ~$30 billion in net assets, and its top five holdings are Microsoft , Amazon , Adobe , The Progressive ...holdings top 10 (%) intuit inc common stock 1.4 accenture plc common 1.4 visa inc common stock 1.5 cme group inc common 1.5 mastercard inc common 1.5 unitedhealth group inc 1.5 adobe inc common stock 1.6 microsoft corp common 1.7 amazon.com inc common 1.7 progressive corp/the 1.7 sectors (%) other 14.0 utilities 4.3 real estate 2.9 materials 3.2 Jepi and jepq will hold better in down market and will trail in bull market. Also dividends are variable and based on volatility. Which means the ideal time to buy and hold JEPI was starting a year ago, and until the next bull market starts. Then it would be better to hold something that would not cap the upside.JEPI's portfolio consists of 134 holdings, with its top 10 holdings accounting for only 14.69% of its total assets. JEPI Top Holdings ... I'm holding JEPI and have been happy with the dividends ...JEPI is one of my largest holdings, like my other sticks I reinvest. The option strategy is one to which i subscribe in a number of holdings, but with JEPI (and some others) ...Basic Info. The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Standard & Poor’s 500 Total Return Index (S&P 500 ... The JPMorgan Equity Premium Income ETF seeks current income while maintaining prospects for capital appreciation. Sep Oct Nov 51.5 52 52.5 53 53.5 54 54.5 55 55.5 Price ($)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.22 de ago. de 2023 ... At present, top holdings in this dividend ETF are pharmaceutical ... ETF (JEPI, $54.61). This tactical fund is similar in many ways to your ...The JEPI ETF seems like the best of both worlds, offering a 10.6% dividend yield and downside protection in a bear market. Click to read why I'm not a buyer.View J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF's expense ratio, return performance, holdings, news, and more.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. ...Upstart Holdings News: This is the News-site for the company Upstart Holdings on Markets Insider Indices Commodities Currencies StocksSCHD Prospectus and Other Regulatory Documents. Schwab U.S. Dividend Equity ETF. Fund details, performance, holdings, distributions and related documents for Schwab U.S. Dividend Equity ETF (SCHD) | The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100™ Index.FEPI owns just 15 stocks, and its top 10 holdings account for 67% of the fund. Below, ... JEPI and JEPQ charge 0.35%, while PAPI charges just 0.29%. FEPI’s 0.65% expense ratio means that an individual investing $10,000 in FEPI would pay $65 in fees over the course of one year.Fund Overlap. See which holdings any two equity ETFs have in common, along with top differences in exposure. For overlap across multiple ...Nov 24, 2023 · Deciding between JEPI vs JEPQ comes down to the investor’s risk tolerance for holdings concentration — including the total number of holdings and percentage allocation of the top 10 holdings. JEPQ has outperformed JEPI in the early stages, but these are relatively new funds untested in a bear market, which could introduce unexpected risk ... Jul 10, 2023 · 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 ... 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.Looking 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. JEPQTop 10 Holdings (41.08% of Total Assets) Get Quotes for Top Holdings. Name. Symbol. % Assets. Amgen Inc. AMGN. 4.56%. Verizon Communications Inc.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 ...FEPI owns just 15 stocks, and its top 10 holdings account for 67% of the fund. Below, ... JEPI and JEPQ charge 0.35%, while PAPI charges just 0.29%. FEPI’s 0.65% expense ratio means that an individual investing $10,000 in FEPI would pay $65 in fees over the course of one year.The Fund’s investment objective and investment strategies changed effective December 15, 2017 and again on August 21, 2020. Hybrid index performance (noted as "Index" above in the chart) reflects the performance of the S&P 500 Stock Covered Call Index through December 14, 2017, the Cboe S&P 500 2% OTM BuyWrite Index through August 20, …View the latest JPMorgan Equity Premium Income ETF (JEPI) stock price and news, and other vital information for better exchange traded fund investing. ... Top 10 Holdings JEPI. As of 10/31/23 ... 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 ... Top 10 Holdings. JPMorgan Equity Premium Income ETF ETF holdings by MarketWatch. View complete JEPI exchange traded fund holdings for better informed ETF trading.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 ...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 ...Furthermore, the SPY's top ten holdings accounted for 27.5% of its total holdings, given its market-cap-weighted composition. Is JEPI ETF A Buy, Sell, Or Hold? JEPI last traded at a forward P/E of ...Mar 7, 2023 · 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. 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. ...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 ...Xalles Holdings News: This is the News-site for the company Xalles Holdings on Markets Insider Indices Commodities Currencies StocksAT&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 ...If you are dividend investing, the two best dividend ETFs to pair with SCHD (in my opinion) are DGRO and DGRW. By holding all three in equal amounts, your dividend portfolio is diversified by how it chooses dividend stocks (eg focusing on yield or growth), how it’s weighted (eg dividend weighted vs market weighted) and stock eligibility (eg SCHD …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 ...Of their top 20 holdings, 95% are rated in the top two categories of simply safe dividend's rating system. JEPI is my second largest holding. I'm also slowly accumulating XYLG and DIVO.Excluding the ELNs it has PGR, BMY, ABBV, KO, and UNH for top 5 stocks. If you look through the entire list of around 100ish holdings it's got some solid names like BRK.B and some sneaky good ones like ODFL that is a major LTL carrier that not a lot of people know of, but moves a lot of freight that ends up at your stores.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, ...22 de ago. de 2023 ... At present, top holdings in this dividend ETF are pharmaceutical ... ETF (JEPI, $54.61). This tactical fund is similar in many ways to your ...The Fund’s investment objective and investment strategies changed effective December 15, 2017 and again on August 21, 2020. Hybrid index performance (noted as "Index" above in the chart) reflects the performance of the S&P 500 Stock Covered Call Index through December 14, 2017, the Cboe S&P 500 2% OTM BuyWrite Index through August 20, …... 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 ...Nov 28, 2022 · SPY’s median market cap is $170.9 billion and JEPI’s is $103.5 billion. Due to the indexing method and focus on large caps, a lot of their holdings also overlap (and we will detail this later ... 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.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.View the latest JPMorgan Equity Premium Income ETF (JEPI) stock price and news, and other vital information for better exchange traded fund investing. ... Top 10 Holdings JEPI. As of 10/31/23 ... 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 ... JEPI is a top core holding in my all income portfolio.. will remain thru bull & bear .... Reply Like (3) F. FredsonJacobs. 17 Dec. 2022. Comments (520) @Income4ever aka Cyclenut.The Fund’s investment objective and investment strategies changed effective December 15, 2017 and again on August 21, 2020. Hybrid index performance (noted as "Index" above in the chart) reflects the performance of the S&P 500 Stock Covered Call Index through December 14, 2017, the Cboe S&P 500 2% OTM BuyWrite Index through August 20, …Top 15 Holdings New. Schwab US Dividend Equity ETF Symbol Symbol Holding Holding % Assets % Assets VZ: Verizon Communications Inc. 4.51%: AVGO: Broadcom Inc. 4.41%: AMGN: Amgen Inc. ... JEPI JPMorgan Equity Premium Income ETF IWD iShares Russell 1000 Value ETF JEPQ J.P. Morgan Nasdaq Equity Premium …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 ...Oct 9, 2023 · 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 overall. JEPI Holdings ... 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.JEPI’s top 5 holdings are versions of Spx(psx.1, spx.2, etc.). Could you please explain what these are and how they fit into the picture. Thank you. Reply Like. Income4ever aka Cyclenut.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 ...Top 10 Holdings (15.47% of Total Assets) View Top Holdings and Key Holding Information for JPMorgan Equity Premium Income ETF (JEPI).Top 15 Holdings New. Schwab US Dividend Equity ETF Symbol Symbol Holding Holding % Assets % Assets VZ: Verizon Communications Inc. 4.51%: AVGO: Broadcom Inc. 4.41%: AMGN: Amgen Inc. ... JEPI JPMorgan Equity Premium Income ETF IWD iShares Russell 1000 Value ETF JEPQ J.P. Morgan Nasdaq Equity Premium …Jepi is our largest holding as we are middle class retirees. We fear risk but the higher return pays a premium for our risk. We solicit comments to us on whether we should cut our 10000 share ...This strategy owns an equity portfolio that resembles the Nasdaq-100 Index while systematically selling one-month calls on the index to generate distributable income. The manager writes 30-delta ...Oct 20, 2022 · 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 ... 11 de jul. de 2023 ... By looking for ETFs with similar holdings and historical performance, yet different indexes, investors can avoid running afoul of the 30-day ...Jul 7, 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 concentrated than JEPI, where the top 10 holdings make up ... The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation. 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 …It’s a strategy that performed well in 2022—losing only 3.5% versus an 18.1% loss for the S&P 500, and one that has outperformed since its inception in May 2020—39% versus 34.5% with lower ...This strategy owns an equity portfolio that resembles the Nasdaq-100 Index while systematically selling one-month calls on the index to generate distributable income. The manager writes 30-delta ...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.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 …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 holdings also closer to equal weighted than S&P 500. ~91 holdings from S&P 500, top weight is 1.64% for GOOG. History of JEPAX crashes may show that selection and weighting difference don't ...% Assets in Top 10 Holdings 15.4; Top 10 Holdings % Portfolio Weight Market Value USD Sector Progressive Corp 1.70. 94,991,696. Financial Services. Amazon.com Inc 1.67. ...Of their top 20 holdings, 95% are rated in the top two categories of simply safe dividend's rating system. JEPI is my second largest holding. I'm also slowly accumulating XYLG and DIVO.Best Companies to Own Best ETFs Guide to 529 ... it still faces significant tail risk—albeit by a fixed amount less than holding the equity sleeve alone. To JEPI’s credit, ...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.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 ...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 ...Therefore, JEPQ is much more concentrated than JEPI, where the top 10 holdings make up just 17.5% of assets. For instance, its top two holdings, Microsoft and Apple, combine to make up almost 25% ...Furthermore, the SPY's top ten holdings accounted for 27.5% of its total holdings, given its market-cap-weighted composition. Is JEPI ETF A Buy, Sell, Or Hold? JEPI last traded at a forward P/E of ...Jepi top holdings

JEPQ Website. So JEPI uses active stock selection to get further away from S&P 500 where it needs to whereas JEPQ is still sticking to its benchmark. Finally JEPI sells calls on the S&P 500 while .... Jepi top holdings

jepi top holdings

Apr 20, 2023 · JEPI Top Holdings. In terms of sector breakdown, JEPI has the most exposure to the financial sector, followed by health care, industrial, and information technology. JEPI Sector Exposure. Here are JEPI's top 10 holdings: TOP 10 HOLDINGS COMPANY SYMBOL TOTAL NET ASSETS JPMorgan U.S. Government Money Market Fund IM MGMXX 1.74% AbbVie Inc. ABBV 1.61% Progressive Corp. PGR 1.58% Bristol Myers Squibb Co. BMY 1.57% UnitedHealth Group Inc. UNH 1.53% Exxon Mobil Corp. XOM 1.53% Hershey Co. HSY 1.51% Coca-Cola Co. KO 1.46% PepsiCo Inc ...All holdings as of date 12/01/23 Displaying 1 - 100 of 104. VERIZON COMMUNICATIONS INC Fund Data AMGEN INC Fund Data. BROADCOM INC ... BEST BUY INC : 086516101 : BBY : 3,124,468 : 0.45% $221.6M : KELLANOVA : 487836108 ...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 ... JEPI was public at $50 per share and has generated $17.55 in distributed income from 41 monthly distributions. Investors who purchased shares on the ground floor have generated 35.11% of their ...View Top Holdings and Key Holding Information for Vanguard Growth Index Fund (VUG).JEPI: No Longer An Income-Focused Investor's Only Holdings, It's Time To Play Offense. The JPMorgan Equity Premium Income ETF is a wildly popular ETF in the options-based ETF market with more than $29 billion in assets under management — and for good reason. The ETF boasts a healthy 9.9...20 de abr. de 2023 ... High Dividend ETF #1: JPMorgan Equity Premium Income ETF (JEPI) ... And the fund's top three holdings are Johnson & Johnson, Exxon Mobil ...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 Technology 40.3 Industrials 3.7 Health Care 5.9 Financials 2.3 ...QQQ News. 2 days ago - Generative AI Reach Accessible in These ETFs - ETF Trends 3 days ago - Tech Stock Rally Sets QQQ ETF Up for Biggest Monthly Gain Since July 2022 - Barrons 3 days ago - Popular QQQ ETF on track for biggest monthly gain since July 2022 as tech stocks soar - Market Watch 5 days ago - Changing Consumer …JEPI's Top 50 Holdings. Fund Visualizer . Fund Visualizer . Fund Visualizer . Fund Visualizer . JEPI owns 111 companies, some of the best blue-chips on earth.27 de mar. de 2023 ... JEPI, OTEX, HPP. Picking up SYF tomorrow. Reply reply ... My top 3 holdings 20% sp500 10% qqq and 10% schd. The rest of my portfolio is in ...Find the latest JPMorgan Equity Premium Income ETF (JEPI) stock quote, history, news and other vital information to help you with your stock trading and investing.Same thing for the lagging upside in a bull market. “S&P was up 29% in 2021, $ JEPI up only 21%” A lot of people will be happily taking 21%, along with monthly dividends and price stability ...Learn everything about JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Free ratings, analyses, holdings, benchmarks, quotes, and news.Here are JEPI's top 10 holdings: TOP 10 HOLDINGS COMPANY SYMBOL TOTAL NET ASSETS JPMorgan U.S. Government Money Market Fund IM MGMXX 1.74% AbbVie Inc. ABBV 1.61% Progressive Corp. PGR 1.58% Bristol Myers Squibb Co. BMY 1.57% UnitedHealth Group Inc. UNH 1.53% Exxon Mobil Corp. XOM 1.53% Hershey Co. HSY 1.51% Coca-Cola Co. KO 1.46% PepsiCo Inc ...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 …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.JEPI Holdings Market Screener Sectors | JEPI U.S.: NYSE Arca JPMorgan Equity Premium Income ETF Watch list NEW Set a price target alert After Hours Last Updated: Nov 29, 2023 7:56 p.m. EST... Let’s look at these funds’ holdings and actual strategies. First, the flagship JEPI. Pretty simple—it buys and holds blue-chip dividend payers like Microsoft (MSFT) , Hershey (HSY) and ...Looking 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. JEPQJEPI'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. ...ZKTA. New dividend investor. • 6 mo. ago. Believe it is around ~$50 a month now just from JEPI but I have some other smaller positions that bump it up more, not quite $100 total a month yet. Looking to contribute more to other positions once I …Nov 29, 2023 · 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 Holdings Ratings Momentum Expenses Dividends Risk Liquidity Peers Options Charting... SCHD News. 27 days ago - Making the case for Bitcoin (BTC) to SCHD ETF investors - Invezz 4 weeks ago - These dividend stocks and ETFs have healthy yields that can lift your portfolio - Market Watch 5 weeks ago - Schwab US Dividend Equity (SCHD): Something is about to break - Invezz 6 weeks ago - 4 Dividend ETFs That Are 'Best in …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 ...JEPI: No Longer An Income-Focused Investor's Only Holdings, It's Time To Play Offense. The JPMorgan Equity Premium Income ETF is a wildly popular ETF in the options-based ETF market with more than $29 billion in assets under management — and for good reason. The ETF boasts a healthy 9.9...% Assets in Top 10 Holdings 15.4; Top 10 Holdings % Portfolio Weight Market Value USD Sector Progressive Corp 1.70. 94,991,696. Financial Services. Amazon.com Inc 1.67. ...Jan 19, 2023 · JEPI's lower-risk holdings should be particularly beneficial for retirees, for obvious reasons. Conclusion JEPQ is an actively-managed fund investing in Nasdaq-100 companies, and indirectly ... SCHD Dividend Information. SCHD has a dividend yield of 3.65% and paid $2.62 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Sep 20, 2023. Dividend Yield. 3.65%. Annual Dividend. $2.62. Ex …Aug 25, 2023 · Below, you can take a look at JEPI’s top 10 holdings using TipRanks’ holdings tool. JEPI’s portfolio contains a wide variety of large-cap, blue-chip U.S. stocks, ranging from tech stocks ... Xalles Holdings News: This is the News-site for the company Xalles Holdings on Markets Insider Indices Commodities Currencies StocksJPMorgan Equity Premium Income ETF JEPI: NYSE Arca. Last Price Today's Change Bid /Size Ask /Size Today's Volume ; $54.69 +0.11 (0.20%) $54.67 /3 : $54.75 /5 : 1,521,954 Below Avg. As of close 11/24/2023: ... *These holdings are reported on a different schedule than portfolio statistics and there may be variations in the data.The current volatility for JPMorgan Equity Premium Income ETF (JEPI) is 1.57%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 2.19%. This indicates that JEPI experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a …Dec 29, 2022 · 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 Co JEPI Top Holdings ; AMZN · AMAZON.COM INC COMMON, 1.73% ; PGR · PROGRESSIVE CORP/THE, 1.69% ; INTU · INTUIT INC COMMON STOCK, 1.57% ; MA · MASTERCARD INC COMMON ...The JEPI ETF seems like the best of both worlds, offering a 10.6% dividend yield and downside protection in a bear market. Click to read why I'm not a buyer.Mar 7, 2023 · 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. 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 …Learn everything about JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Free ratings, analyses, holdings, benchmarks, quotes, and news.Fund Description. VanEck Agribusiness ETF (MOO ®) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS ® Global Agribusiness Index (MVMOOTR), which is intended to track the overall performance of companies involved in: (i) agri-chemicals, animal health and fertilizers, …Jul 10, 2023 · 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 ... Here are JEPI's top 10 holdings: TOP 10 HOLDINGS COMPANY SYMBOL TOTAL NET ASSETS JPMorgan U.S. Government Money Market Fund IM MGMXX 1.74% AbbVie Inc. ABBV 1.61% Progressive Corp. PGR 1.58% Bristol Myers Squibb Co. BMY 1.57% UnitedHealth Group Inc. UNH 1.53% Exxon Mobil Corp. XOM 1.53% Hershey Co. HSY 1.51% Coca-Cola Co. KO 1.46% PepsiCo Inc ...As of writing this (10/23/23), JEPI’s year-to-date total return has been 3.05% — with shares of the ETF having traded down -3.62%, closing the day at $52.50 per share. Compare this now to the ...JEPI's lower-risk holdings should be particularly beneficial for retirees, for obvious reasons. Conclusion JEPQ is an actively-managed fund investing in Nasdaq-100 companies, and indirectly ...Growth ETFs are down 30% ATH and Jepi is down about 10% meanwhile paying dividends monthly which you can use to reinvest in broad market or growth ETFs. I have exposure to monthly payers. I get to DCA every month. Even with my growth stocks, I'm looking at a nearly 5% return for the year in dividends.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 ... Oct 24, 2022 · Also, JEPI's stock weightings are more broadly-diversified, with the top ten holdings accounting for 15.4% of total holdings. SPY Top ten holdings % (YCharts) In contrast, the SPY has familiar ... The top ten inflow leaders among exchange traded funds have together brought in a combined $179.35B worth of investor ... J.P Morgan fund JEPI. $54.52 a share and is paying .61 a share every month ...Its top 10 holdings represent 29.84% of its total holdings, which makes them fairly high conviction picks. Additionally, 0% of JEPI's portfolio is in cash and cash equivalents, so it is a pure ...The Next Best Thing. Since 2021, JEPI has proven to continually accomplish its investment objective of delivering incremental income to its investors with the potential for capital appreciation ...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 ...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 ... JEPI – JPMorgan Equity Premium Income ActiveETF – Check JEPI price, ... % Assets in Top 10 Holdings 99.6; Top 10 Holdings % Portfolio Weight Market Value USD SectorJEPI'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. ...SCHD News. 27 days ago - Making the case for Bitcoin (BTC) to SCHD ETF investors - Invezz 4 weeks ago - These dividend stocks and ETFs have healthy yields that can lift your portfolio - Market Watch 5 weeks ago - Schwab US Dividend Equity (SCHD): Something is about to break - Invezz 6 weeks ago - 4 Dividend ETFs That Are 'Best in …JEPQ Website. So JEPI uses active stock selection to get further away from S&P 500 where it needs to whereas JEPQ is still sticking to its benchmark. Finally JEPI sells calls on the S&P 500 while ...These two popular ETFs have very different strategies. Both SCHD, which is the Schwab U.S. Dividend Equity ETF ( SCHD -0.50%) and JEPI, which is the JPMorgan Equity Premium Income ETF ( JEPI -0.22 ...Top investors of J P Morgan Exchange-traded F stock ; Jpmorgan Chase & Co, 23M, $1.2B ; Wells Fargo & Company, 11M, $616M ; Advisor Group Holdings, 6.2M · $341M ...Nov 24, 2023 · Deciding between JEPI vs JEPQ comes down to the investor’s risk tolerance for holdings concentration — including the total number of holdings and percentage allocation of the top 10 holdings. JEPQ has outperformed JEPI in the early stages, but these are relatively new funds untested in a bear market, which could introduce unexpected risk ... 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 defensible business ...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 , …27 de mar. de 2023 ... JEPI, OTEX, HPP. Picking up SYF tomorrow. Reply reply ... My top 3 holdings 20% sp500 10% qqq and 10% schd. The rest of my portfolio is in ...JEPI Holdings Market Screener Sectors | JEPI U.S.: NYSE Arca JPMorgan Equity Premium Income ETF Watch list NEW Set a price target alert After Hours Last Updated: Nov 29, 2023 7:56 p.m. EST... . What is equity margin