JPMorgan Nasdaq Equity Premium Income ETFJEPQ
JEPQ
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
156% more repeat investments, than reductions
Existing positions increased: 340 | Existing positions reduced: 133
90% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 41
5% more funds holding
Funds holding: 570 [Q2] → 599 (+29) [Q3]
9% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $13.8M
0% more funds holding in top 10
Funds holding in top 10: 34 [Q2] → 34 (+0) [Q3]
2% less capital invested
Capital invested by funds: $7.41B [Q2] → $7.25B (-$165M) [Q3]
5.7% less ownership
Funds ownership: 49.96% [Q2] → 44.26% (-5.7%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for JEPQ.
Financial journalist opinion
Based on 19 articles about JEPQ published over the past 30 days
Negative
Seeking Alpha
2 days ago
JEPQ: Like The Sector Exposures, Dislike The Equity Linked Notes
JEPQ has more favorable sectoral exposures in a growing risk-on mood for 2025. When rates are increasingly pointing more toward a risk-on mood, JEPQ vs SPY overweights to growth areas in technology and semiconductors are favorable. And JEPQ's underweights to banks vs SPY help avoid NIM compression headwinds as rates fall.
Positive
Seeking Alpha
2 days ago
High-Yield JEPQ For 2025
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) offers a strong yield and upside potential, making it attractive for income and total return investors. JEPQ's strategy of selling covered calls on tech stocks like Apple generates significant cash flow, enabling high dividend yields. Compared to other covered call ETFs, JEPQ has delivered solid price appreciation and outperformed due to less aggressive call writing and fundamental analysis.
Positive
The Motley Fool
2 days ago
If I Could Buy Only 1 ETF in 2025, This Would Be It
Exchange-traded funds (ETFs) are great additions to any portfolio. I use them to gain exposure to market segments where I don't have a lot of expertise or where it's easier to invest in an ETF than to actively manage that part of my portfolio.
Positive
Seeking Alpha
3 days ago
Why High-Yielding JEPQ Will Likely Beat The Nasdaq In 2025
JEPQ has underperformed the Nasdaq 100 over the past two years. However, I think it is a good candidate to outperform in 2025. I detail why it will likely beat the Nasdaq 100 in 2025.
Positive
Seeking Alpha
3 days ago
IQQQ: Why I'm Considering This Higher-Yield, Monthly-Paying Alternative To JEPQ
JEPQ and IQQQ aim to capture income through call premiums without sacrificing too much upside. But not all covered call ETFs are created equal, especially for long-term total returns. Unlike JEPQ's monthly out-of-the-money approach, IQQQ sells calls daily, attempting to more closely mimic Nasdaq returns while still producing higher dividend income. IQQQ charges a 0.55% expense ratio (vs. JEPQ's 0.35%) and uses systematic swaps on the complete Nasdaq index, whereas JEPQ actively manages about 75 companies plus around 15% ETNs.
Positive
Seeking Alpha
3 days ago
JEPQ: I Am Super Bullish Heading Into Earnings Yielding Over 10%
I believe the S&P 500 can reach 7,100 by year-end, driven by Fed rate cuts and potential declines in oil prices. JEPQ is my top pick for a hybrid investment, offering both income and capital appreciation, outperforming peers with a 24.53% total return in 2024. Despite risks tied to its concentrated holdings in the Magnificent Seven, JEPQ's strategy is well-positioned for 2025, benefiting from lower interest rates and pro-growth policies.
Positive
Seeking Alpha
3 days ago
JEPQ Vs. QDVO: QDVO Likely To Outpace JEPQ In The Long Run
QDVO and JEPQ are both rated as Buys; QDVO is expected to outperform long-term, but JEPQ offers higher income at around 10%. QDVO's active management and tactical covered call strategy offer potential for higher returns as a large portion of its portfolio is uncapped. QDVO's 95% ROC distributions make it more tax-efficient for taxable accounts compared to JEPQ's ordinary income distributions.
Positive
Invezz
4 days ago
Best high-yielding covered call ETFs for a dividend-rich retirement
Covered call ETFs have become highly popular in the United States because of their high dividends and regular payments. The JPMorgan Equity Premium Income ETF (JEPI) has accumulated over $37 billion in assets, and its inflows are soaring.
Positive
Seeking Alpha
5 days ago
10-13% Yields That Will Complete Your Dividend Portfolio
Dividend investing has a lot going for it. However, most dividend ETFs and dividend portfolios are missing an important component. This article offers some high-yielding solutions to fill that void.
Positive
The Motley Fool
6 days ago
The Ultimate High-Yield Dividend ETF to Buy With $500 Right Now
In 2022 and 2023, rising interest rates drove many income investors from dividend stocks toward low-risk CDs, T-bills, and bonds. That trend caused many dividend-paying stocks and exchange-traded funds (ETFs) to lose their luster.
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