JPMorgan Nasdaq Equity Premium Income ETFJEPQ
JEPQ
0
Funds holding %
of 7,310 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
166% more repeat investments, than reductions
Existing positions increased: 437 | Existing positions reduced: 164
74% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 58
7% more funds holding in top 10
Funds holding in top 10: 46 [Q4 2024] → 49 (+3) [Q1 2025]
3% more funds holding
Funds holding: 741 [Q4 2024] → 766 (+25) [Q1 2025]
3% more call options, than puts
Call options by funds: $35.1M | Put options by funds: $34.1M
1.89% less ownership
Funds ownership: 36.48% [Q4 2024] → 34.59% (-1.89%) [Q1 2025]
10% less capital invested
Capital invested by funds: $8.71B [Q4 2024] → $7.81B (-$901M) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for JEPQ.
Financial journalist opinion
Based on 33 articles about JEPQ published over the past 30 days
Neutral
Seeking Alpha
1 day ago
QYLD Vs. JEPQ: 2 Reasons To Go With JEPQ
I now prefer JEPQ over QYLD due to JEPQ's lower fees and its partial, rather than full, use of option overlays. With VIX volatility subdued, QYLD's 100% option overlay caps upside and reduces income potential, making it less attractive in current conditions. JEPQ has outperformed QYLD in total return (64% vs. 36%) over the past 3 years, and I expect this outperformance to continue.
Positive
Seeking Alpha
2 days ago
Dividend Harvesting Portfolio Week 226: $22,600 Allocated, $2,367.69 In Projected Dividends
The Dividend Harvesting Portfolio hit a new profitability milestone, now up 27% with $28,718.15 in value and $2,367.69 forward annual dividend income. I expect strong corporate earnings, especially from financials and big tech, to drive markets higher, with rate cuts likely benefiting my portfolio holdings. Weekly dividend income continues to grow, and I'm reinvesting aggressively, aiming to surpass $2,600 in forward dividend income by year-end.
Positive
24/7 Wall Street
3 days ago
2 High-Yield ETFs That Also Have Low Fees
These two JPMorgan income ETFs offer income investors substantial dividends. Both funds pay monthly distributions with market-beating yields.
Neutral
The Motley Fool
4 days ago
3 Top ETFs I Can't Wait to Buy in July to Boost My Passive Income
My top financial goal is to grow my passive income to the point where it will cover my basic living expenses. That would give me freedom from worrying about working to pay the bills.
Positive
24/7 Wall Street
5 days ago
3 Dividend ETFs I'd Buy Right Now for Safe 7%+ Yields
With markets still volatile, it's a good idea to keep your portfolio protected.
Positive
Seeking Alpha
5 days ago
TDVI: Option ETF That Outperforms JEPQ
TDVI offers a compelling blend of technology sector growth and a high, consistent monthly dividend yield, making it ideal for income-focused investors. The fund's unique strategy—writing options on indexes rather than its own holdings—enables strong participation in market upside while smoothing out payouts. TDVI has outperformed similar ETFs like JEPQ in both price appreciation and total return, while also providing more tax-efficient distributions.
Negative
The Motley Fool
1 week ago
Stock Market Pullback Coming: 2 ETFs to Buy
When it comes to investing, it is important to be well diversified because you never know when turbulence will spike and you'll need some defensive positions to protect your portfolio.
Positive
Seeking Alpha
1 week ago
Invest $100,000 For A 7%-Yielding Inflation-Resilient Dividend Growth Portfolio
I discuss the keys to building a successful high-yield dividend growth portfolio. I share the key sectors to include. I also share some of the best funds and individual stocks for building a portfolio that yields over 7% and generates inflation-beating dividend growth.
Neutral
24/7 Wall Street
1 week ago
DIVO vs. JEPQ: Steady Income or High-Yield Firepower?
Most investors generate passive income from the stock market through dividend stocks and ETFs.
Positive
24/7 Wall Street
1 week ago
4 Ultra-High-Yield Dividend Stocks Paying 10%+ You Can Trust
Key Points in This Article: Ultra-high yield stocks with dividends above 10% offer significant income potential for investors, especially in volatile markets, driven by sectors like REITs and covered call ETFs.
Charts implemented using Lightweight Charts™