JPMorgan Nasdaq Equity Premium Income ETFJEPQ
JEPQ
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
514% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 28
225% more repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 120
74% more call options, than puts
Call options by funds: $18.7M | Put options by funds: $10.8M
38% more capital invested
Capital invested by funds: $6.29B [Q3] → $8.66B (+$2.37B) [Q4]
35% more funds holding in top 10
Funds holding in top 10: 34 [Q3] → 46 (+12) [Q4]
22% more funds holding
Funds holding: 603 [Q3] → 733 (+130) [Q4]
2.32% less ownership
Funds ownership: 38.57% [Q3] → 36.24% (-2.32%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for JEPQ.
Financial journalist opinion
Based on 21 articles about JEPQ published over the past 30 days
Positive
Seeking Alpha
1 day ago
JEPQ: High-Yield Plus Tech Exposure
The JPMorgan Nasdaq Equity Premium Income ETF offers a buying opportunity due to the recent tech stock sell-off, providing potential for long-term capital growth and income from covered call strategies. This ETF is heavily invested in leading U.S. tech companies, including the 'magnificent 7' stocks with Apple, Microsoft, and Nvidia making up nearly half of the ETF's top ten investments. JEPQ generates monthly dividend income through a call writing strategy, making it attractive for income-focused investors. The yield has most recently surged to ~12%.
Positive
ETF Trends
2 days ago
JPMorgan's Maier Sees Paradigm Shift to Active Management in ETFs
JPMorgan Chief ETF Strategist Jon Maier spoke with VettaFi at the Exchange conference last month in Las Vegas. He offered his thoughts on the rise of actively managed ETFs and what investors should be concerned with.
Negative
Seeking Alpha
2 days ago
Why Most Dividend Retirement Strategies Fail: How To Retire With Dividends
Most high-yield strategies are ticking time bombs. Don't get wiped out when the next downturn hits. Discover the only portfolio blend that can deliver sustainable and rising dividends through inflation, recessions, and even currency collapse.
Positive
24/7 Wall Street
5 days ago
5 High-Yield Dividend Stock ETFs to Buy and Hold Forever
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today.
Neutral
The Motley Fool
1 week ago
Nasdaq Bear Market: Why I'm Buying This High-Yielding Nasdaq ETF Hand Over Fist as the Market Sells Off
At the time of this writing, the Nasdaq Composite index is experiencing a ferocious bear market, cratering nearly 25% from its peak late last year. The sell-off has intensified recently due to growing concerns about how the Trump administration's "reciprocal tariff" policies will affect the global economy.
Neutral
24/7 Wall Street
1 week ago
JEPQ vs. JEPI: Which Premium Income ETF Is the Best to Buy Right Now?
With Liberation Day tariffs troubling the global markets and the potential for things to escalate in the coming weeks and months, investors nearing retirement may wish to make small changes to their portfolio to be better prepared for a storm that could span the rest of the year.
Neutral
The Motley Fool
2 weeks ago
Is This High-Yield ETF the Smartest Investment You Can Make Today?
2025 has been a challenging year for investors so far. The S&P 500 (^GSPC -5.97%) and Nasdaq Composite (^IXIC -5.82%) have declined 3.5% and 8.7%, respectively, as of this writing as concerns about the Trump administration's current and promised tariffs, sticky inflation, and elevated interest rates drove many investors away from macroeconomically sensitive stocks.
Neutral
Investors Business Daily
2 weeks ago
Best ETFs Now That The Magnificent Seven Aren't Working Anymore
For most of 2023 and 2024, stock investors didn't need to worry much about strategy or picking the best ETFs. The post Best ETFs Now That The Magnificent Seven Aren't Working Anymore appeared first on Investor's Business Daily.
Positive
24/7 Wall Street
2 weeks ago
Why I Believe JEPI and JEPQ ETFs Are Still Strong Investments Despite a Weak Stock Market
These two ETFs provide exposure to S&P 500 and Nasdaq while offering ultimate portfolio diversification. They use the strategy of selling call options while enjoying equity ownership to generate double-digit returns.
Positive
ETF Trends
2 weeks ago
Active ETFs Steal the Show: Topping $1 Trillion Mark
Despite the ETF industry's passive roots, active has stolen the show. Active ETF assets just topped the $1 trillion threshold, making up nearly 10% of the total ETF pie.
Charts implemented using Lightweight Charts™