JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

$54.41

0.02%

Market Cap: $16.3B

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

287% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 87

200% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 35

14% more funds holding

Funds holding: 497 [Q1] → 567 (+70) [Q2]

12% more capital invested

Capital invested by funds: $5.15B [Q1] → $5.77B (+$624M) [Q2]

12% more call options, than puts

Call options by funds: $4.47M | Put options by funds: $4.01M

5.24% less ownership

Funds ownership: 44.24% [Q1] → 39.0% (-5.24%) [Q2]

13% less funds holding in top 10

Funds holding in top 10: 38 [Q1] → 33 (-5) [Q2]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for JEPQ.

See Analyst Rankings

Financial journalist opinion

Based on 7 articles about JEPQ published over the past 30 days

8%-Yielding Portfolio For Retirement Passive Income

Investing in high-yield dividend stocks can provide a stable passive income in retirement, reducing sequence-of-return risk compared to index funds. We share a model portfolio for how you can do this. The model portfolio yields a weighted average 8% while also growing its payouts at a rate that should meet or even beat inflation over the long term.

8%-Yielding Portfolio For Retirement Passive Income

Active, Crypto & Core ETFs, Oh My

Approximately 150 U.S.-listed ETFs gathered more than $1 billion in the first eight months of 2024. As I looked through the leaderboard, a few key themes jumped out.

Active, Crypto & Core ETFs, Oh My

JEPQ: Good Chance It Outperforms QQQ Now

JPMorgan Nasdaq Equity Premium Income ETF aims to generate steady monthly income and exposure to Nasdaq 100 growth stocks using an options-based strategy, targeting 9%-11% income. The JEPQ fund's tech-heavy focus offers higher growth potential but increased volatility, making it less diverse than broader market ETFs. JEPQ's options strategy can limit gains in bull markets but provides a safety net, appealing to cautious investors or those nearing retirement.

JEPQ: Good Chance It Outperforms QQQ Now

Recommending JEPQ Over QQQ For Steady Income

The J.P. Morgan Nasdaq Equity Premium Income ETF has performed well but has underperformed the market since my initial hold rating last year. My hold rating was justified due to the ETF's consistent performance, despite its underperformance relative to the broader market. The fund's strategy and investment thesis focus on generating income through equity premiums, which has shown stability but not market-beating returns.

Recommending JEPQ Over QQQ For Steady Income

JEPQ Offers A Hefty 10% Tech Yield

The JPMorgan Nasdaq Equity Premium Income ETF offers a 10% dividend yield, combining tech exposure with income generation through selling covered calls. Tech giants like Apple and Microsoft provide low dividends, making JEPQ attractive for income investors seeking tech exposure without relying solely on stock appreciation. The Fund's strategy caps upside potential, making it less suitable for strong bull markets but advantageous in sideways or choppy markets.

JEPQ Offers A Hefty 10% Tech Yield

QYLD vs JEPQ: which is a better Nasdaq covered call ETF?

The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) and the Global X Nasdaq 100 Covered Call ETF (QYLD) ETFs are some of the most popular covered call funds in Wall Street. QYLD, launched in 2013, has attracted over $8 billion while JEPQ has almost $16 billion in assets under management.

QYLD vs JEPQ: which is a better Nasdaq covered call ETF?

The Motley Fool

2 High-Yield ETFs That Can Supercharge Your Dividend Income

The iShares Preferred and Income Securities ETF uses a portfolio of "preferred stocks" to generate steady income. The JPMorgan Nasdaq Equity Premium Income ETF uses options strategies to create an income stream.

2 High-Yield ETFs That Can Supercharge Your Dividend Income

JEPQ: You Can't Have Your Cake And Eat It Too

At first glance, JEPQ offers investors the 'perfect' investment vehicle - Nasdaq 100 exposure with a much higher yield than the index. However, whether you're buying JEPQ for income OR total returns, it appears as though there are much better options available. The fund is more well-constructed than other covered call funds, which is something.

JEPQ: You Can't Have Your Cake And Eat It Too

CNBC Television

Final Trades: Applied Materials, Nu Holdings, the JEPQ and the IYJ

The Investment Committee gives you their top stocks to watch for the second half.

Final Trades: Applied Materials, Nu Holdings, the JEPQ and the IYJ

JEPQ: Survived Volmageddon 2.0, But Concerns About Valuations Remain

JEPQ ETF survived recent volatility event with only a small drawdown, proving its resilience. Investors should be cautious of high-valuation growth stocks like NVDA and Microsoft held in JEPQ ETF. There are growing concerns about the sustainability of the AI investment theme, as the return on investment in AI appears low.

JEPQ: Survived Volmageddon 2.0, But Concerns About Valuations Remain

See News Rankings