JPMorgan Nasdaq Equity Premium Income ETFJEPQ
JEPQ
0
Funds holding %
of 6,809 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: 338 | Existing positions reduced: 132
58% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 50
5% more funds holding
Funds holding: 568 [Q2] → 597 (+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]
3% less capital invested
Capital invested by funds: $6.5B [Q2] → $6.27B (-$222M) [Q3]
5.38% less ownership
Funds ownership: 43.84% [Q2] → 38.46% (-5.38%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for JEPQ.
Financial journalist opinion
Based on 12 articles about JEPQ published over the past 30 days
Neutral
Seeking Alpha
3 days ago
Hard To Imagine High Yield Portfolio Without These 2 Enhancers
The equilibrium level for maximized yield and minimized dividend cut has decreased over the past couple of quarters with many top picks experiencing notable yield compressions. The outlook for high-yield strategies does not look that great either. Hence, investors have to increasingly consider ways to enhance their portfolios and obtain less interest rate correlated yields.
Positive
Seeking Alpha
3 days ago
JEPQ: A Monthly Dividend Powerhouse With A Big Yield To Fund Your Financial Dreams
JEPQ delivers a 9% monthly yield, combined with lower volatility and long-term income growth, making it a core component of my high-yield portfolio for 2025. JEPQ harnesses Nasdaq's volatility through Exchange-Linked Notes (ELNs) and active stock selection to provide steady monthly income, reducing downside risk while capturing upside potential. Since its inception, JEPQ has delivered 26% lower volatility than the Nasdaq and beaten the S&P 500.
Positive
Invezz
5 days ago
JEPQ and QYLD ETFs outlook for 2025: are they good buys?
The JPMorgan Nasdaq Equity Premium ETF (JEPQ) and Nasdaq 100 Covered Call ETF (QYLD) funds offer some of the biggest yields in the United States. JEPQ yields 9.30%, while the QYLD yields 11.46%, much higher than what the Nasdaq 100 index offers.
Positive
The Motley Fool
5 days ago
Why I Can't Stop Buying This Ultra-High-Yielding ETF
I love generating passive income. I currently use that income to make more income-generating investments.
Positive
Seeking Alpha
1 week ago
JEPQ: Why It Should Be A Top (Income) Holding In 2025
JEPQ is an option income ETF based on Nasdaq-100 like portfolio, offers one of the best income sources, with market beating total performance since its inception. The Invesco QQQ Trust ETF excels in growth and diversification over the best innovation companies, forming a crucial base for reliable and future-proofing income. QQQ's market (both stock and option) size and liquidity make JEPQ a highly dependable choice for income investors.
Neutral
Seeking Alpha
2 weeks ago
JEPQ: Dissecting Its 10% Yield
I issue a "strong sell" rating for JEPQ, despite its high-yield allure, due to significant underperformance and inefficiencies in its investment strategy. JPMorgan Nasdaq Equity Premium Income ETF's approach to options selling, while competitive and different from traditional strategies, does not generate enough income to fulfill its promised distributions. The fund is already relying on new investor inflows, which risks NAV erosion and unsustainable returns in bear markets.
Neutral
GlobeNewsWire
2 weeks ago
JPMorgan Asset Management (Canada) Inc. Exchange Traded Funds 2024 Estimated Annual Reinvested Capital Gain Distributions
TORONTO, Dec. 02, 2024 (GLOBE NEWSWIRE) -- J.P. Morgan Asset Management (JPMAM)* today announced the estimated annual reinvested capital gain distributions for the below listed JPMorgan ETFs (the “Funds”). These estimates are for the annual non-cash capital gains distributions, which are typically reinvested in additional units of the respective Funds at the year-end, and do not include estimates of ongoing monthly cash distribution amounts. The additional units will be immediately consolidated with the previously outstanding units such that the number of outstanding units following the distribution will equal the number of units outstanding prior to the distribution.
Positive
The Motley Fool
3 weeks ago
2 Outstanding Dividend King Stocks and 1 ETF to Buy for a Lifetime of Passive Income
The truth is, no one knows if a company has what it takes to reward its investors with a lifetime of passive income. But there are criteria you can use to determine the durability of a dividend-paying company or exchange-traded fund (ETF).
Positive
The Motley Fool
3 weeks ago
Want to Own Nvidia Stock and Get a 9.6% Dividend Yield? Here's How.
The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ -0.51%) is one of the most exciting ways for retail investors to access a high-yield strategy that also provides exposure to some of the leading technology companies, like Nvidia. It's an intriguing option that genuinely offers investors something different in the world of high-yield investing.
Positive
Seeking Alpha
4 weeks ago
Hard To Imagine A Retirement Portfolio Without These 5 High Yield Gems
Retirement income investing at its core is about not touching the principal and enjoying high and durable dividends. While it sounds simple, it actually requires a careful and diligent security selection process. The key is to find a balance between high yield (risk) and safety.
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