JPMorgan Nasdaq Equity Premium Income ETF

JEPQ

Market cap $30.3B

Overview Fund Activity

56.82 USD

-0.01

0.02%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

56.89

+0.07

0.12%

1 day

-0.02%

5 days

0.78%

1 month

1.72%

3 months

7.65%

6 months

7.45%

Year to date

0.96%

1 year

5.85%

5 years

11.22%

10 years

11.22%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

105% more call options, than puts

Call options by funds: $73M | Put options by funds: $35.6M

98% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 207

51% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 68

16% more capital invested

Capital invested by funds: $7.82B [Q1] → $9.07B (+$1.25B) [Q2]

2% more funds holding

Funds holding: 770 [Q1] → 786 (+16) [Q2]

1.8% less ownership

Funds ownership: 34.64% [Q1] → 32.84% (-1.8%) [Q2]

13% less funds holding in top 10

Funds holding in top 10: 48 [Q1] → 42 (-6) [Q2]

See Fund Rankings

Financial journalist opinion

Based on 18 articles about JEPQ published over the past 30 days

24/7 Wall Street

3 Income ETFs Every Boomer Should Own Before Age 70

Can your retirement portfolio survive two more 2022-esque inflation waves?

3 Income ETFs Every Boomer Should Own Before Age 70

GPIQ Is The Clear Outperformer Over JEPQ Using Multiple Criteria

Investors no longer need to choose between income and total returns—covered-call funds like GPIQ offer a compelling balance. GPIQ's nuanced strategy of selling options on individual equities and partial portfolio coverage delivers superior total returns, especially during market rallies. GPIQ's distributions are stable, and its tax advantages further enhance after-tax returns compared to JEPQ's more rigid approach.

GPIQ Is The Clear Outperformer Over JEPQ Using Multiple Criteria

Where I'm Stashing My Retirement Income Cash Right Now (And Why)

Pessimistic market sentiment often creates generational buying opportunities. Legendary investors like Warren Buffett have made fortunes by being greedy when others are fearful. Unfortunately, while the data points provide a ground for being fearful, the market is still greedy. We could make a case for experiencing 'the everything bubble'.

Where I'm Stashing My Retirement Income Cash Right Now (And Why)

Top 3 reasons to avoid the JEPQ ETF despite its 11% yield

The JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) is firing on all cylinders as investors boost their allocations. It has jumped to a record high, while its inflows have jumped by over $8 billion this year.

Top 3 reasons to avoid the JEPQ ETF despite its 11% yield

24/7 Wall Street

Why I Questioned JEPQ's High Returns and What You Should Know About Dividend Funds

The JPMorgan Nasdaq Equity Premium ETF (NASDAQ:JEPQ) is a case study in higher yields not always being better for investors.

Why I Questioned JEPQ's High Returns and What You Should Know About Dividend Funds

Dividend Harvesting Portfolio Week 235: $23,500 Allocated, $2,530.67 In Projected Dividends

My Dividend Harvesting Portfolio hit new all-time highs in both value and annualized dividend income, now exceeding $2,500 per year. I believe a lower interest rate environment will benefit financials, BDCs, and REITs, positioning my portfolio for continued strong performance. Diversification and reinvestment have driven a 33.1% return on invested capital, with 20% of my capital already returned as dividends.

Dividend Harvesting Portfolio Week 235: $23,500 Allocated, $2,530.67 In Projected Dividends

The Motley Fool

2 Top ETFs I Can't Wait to Buy More of in My Retirement Account This September

Each month, I automatically transfer money to my retirement account. This consistent approach has helped me steadily grow my wealth.

2 Top ETFs I Can't Wait to Buy More of in My Retirement Account This September

How To Invest $100,000 In A Near-Perfect Strategy Portfolio

Market timing is futile; a disciplined, diversified, and rules-based approach is essential for long-term investing success. A Near-Perfect Strategy portfolio aims for consistent income, growth, and lower volatility through diversification and strategic planning. The portfolio targets 6% income and S&P 500-beating returns, with lower volatility and drawdowns, making it suitable for investors seeking financial freedom or retirement income.

How To Invest $100,000 In A Near-Perfect Strategy Portfolio

The Only Retirement Investing Strategy I Would Trust With My Future

Building a strong retirement portfolio takes time and effort, but a solid foundation makes long-term success achievable. I learned that combining stability with selective opportunities creates a portfolio that's resilient and requires minimal adjustments. With the right balance, even small changes can enhance returns while letting me stay confident and sleep well through market swings.

The Only Retirement Investing Strategy I Would Trust With My Future

The Motley Fool

Worried About a Stock Market Sell-Off? Consider This Rock-Solid Dividend Stock and 2 ETFs for Passive Income

JPMorgan Chase is an advertising partner of Motley Fool Money. Daniel Foelber has positions in JPMorgan Nasdaq Equity Premium Income ETF and Procter & Gamble.

Worried About a Stock Market Sell-Off? Consider This Rock-Solid Dividend Stock and 2 ETFs for Passive Income

See News Rankings

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