JPMorgan Nasdaq Equity Premium Income ETFJEPQ
JEPQ
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
511% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 28
221% more repeat investments, than reductions
Existing positions increased: 389 | Existing positions reduced: 121
74% more call options, than puts
Call options by funds: $18.7M | Put options by funds: $10.8M
35% more funds holding in top 10
Funds holding in top 10: 34 [Q3] → 46 (+12) [Q4]
21% more funds holding
Funds holding: 603 [Q3] → 731 (+128) [Q4]
19% more capital invested
Capital invested by funds: $7.25B [Q3] → $8.64B (+$1.39B) [Q4]
8.13% less ownership
Funds ownership: 44.29% [Q3] → 36.16% (-8.13%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for JEPQ.
Financial journalist opinion
Based on 17 articles about JEPQ published over the past 30 days
Negative
The Motley Fool
1 day ago
Why I Capitalized on the Nasdaq Slump to Buy More of This Top ETF
I used to loathe it when the stock market sold off. It meant the value of my portfolio took a hit.
Neutral
Seeking Alpha
5 days ago
My Income Portfolio: Financial Awareness
The essence of financial awareness is to realize that money can work for us through our investments. Understanding the value of money is the first step toward financial education, which leads to the selection of the most appropriate tools for developing that awareness. In my case, the instruments I have adopted are largely high-income vehicles, with monthly and, in some cases, quarterly distribution.
Positive
Seeking Alpha
1 week ago
A $5,000 Monthly Income Portfolio For A 'SWAN' Retirement
In this article, I share a three-category portfolio approach to achieve $5,000 of durable monthly current income streams. With durable monthly distributions, I mean well-mitigated dividend cut risk and inflation-protected income. I also provide concrete investment ideas that tick the necessary boxes for being included in the portfolio.
Positive
Seeking Alpha
1 week ago
Build A 10%-Yielding Monthly Dividend Portfolio For A Stress-Free Retirement
Want a reliable 10%+ yield? This portfolio delivers monthly income with broad diversification. How to balance high yield with stability. Retire on dividends without worrying about market swings—here's how to make it work.
Positive
Seeking Alpha
1 week ago
Dividend Harvesting Portfolio Week 209: $20,900 Allocated, $2,045.84 In Projected Dividends
Despite market volatility, my Dividend Harvesting Portfolio increased by 1.36%, showcasing the effectiveness of diversification in mitigating downside risk. I added to positions in Blue Owl Capital Corporation and Rex AI Equity Premium Income ETF, focusing on long-term potential and income generation. The portfolio's dividend income continues to grow, with a YoY increase of 48.22% in February, reinforcing the strength of my investment strategy.
Positive
Seeking Alpha
1 week ago
Realty Income + JEPQ: The Ultimate Monthly Dividend Power Duo For Retirement
Realty Income's post-earnings selloff presents a buying opportunity. Its 5.6% yield is attractive despite conservative 2025 guidance and higher interest expenses impacting growth projections. The company's 32-year dividend growth streak and 98.7% occupancy rate highlight its stability. Combining Realty Income with JEPQ offers a balanced portfolio with monthly dividends, reduced volatility, and enhanced total returns, making it a strategic investment.
Positive
Seeking Alpha
1 week ago
The Two Option ETFs That I'd Buy And Hold Forever
Achieving alpha can be done with less risk by focusing on these two dividend-paying option ETFs. These index-linked ETFs avoid speculation. JEPQ and GPIX are recommended as core positions due to their income generation and resilience during market declines, despite capping upside potential. Option ETFs benefit from market volatility by collecting higher premiums, which are distributed as dividends, making them ideal in current uncertain markets.
Positive
Seeking Alpha
2 weeks ago
JEPQ: An Underrated Fund That Is Built For Adverse Market Conditions
JEPQ is a well-constructed, diversified ETF using innovative options strategies, offering consistent income and solid returns, closely tracking the Nasdaq-100 index. JEPQ has delivered nearly 50% total returns since inception, outperforming the Nasdaq-100 in down markets and providing substantive monthly payouts. With a conservative strategy of selling ELNs, JEPQ is less volatile and well-positioned for challenging market conditions, capturing most Nasdaq-100 gains.
Neutral
Seeking Alpha
2 weeks ago
JEPQ: Nasdaq 100 Volatility High Amid Mag 7 Drawdowns, Bullish Tech Seasonality
Tesla's stock has dropped over 40% from its peak, suggesting caution and a potential opportunity to overweight Nasdaq 100 later. I recommend JPMorgan Nasdaq Equity Premium Income ETF due to its covered-call strategy, outperforming QQQ with higher income returns amid elevated volatility. JEPQ benefits from selling options in a high-volatility environment, offering a rising dividend yield near 10%, making it a favorable entry point.
Positive
Seeking Alpha
2 weeks ago
The Ultimate ETF Portfolio: Yield, Growth, And Protection Against Market Chaos
Weaker-than-expected services PMI, declining home sales, and deteriorating consumer confidence triggered fears of slowing growth, amplifying a market downturn triggered by a $2.7 trillion options expiration. Goldman Sachs, Morgan Stanley, and JPMorgan estimate recession probabilities between 15-35%, suggesting that while economic growth is slowing, a severe downturn remains unlikely. This portfolio combines a high-yield covered-call ETF (JEPI), a deep-value ETF (VFLO), a hyper-growth ETF (MGK), and a managed futures ETF (CTA) to provide a 6% yield with 47% lower volatility.
Charts implemented using Lightweight Charts™