Jepi top holdings.
JEPI's portfolio is overall much more diversified than DIVO's, with 135 total holdings and only 15.25% exposure to its top 10 holdings in contrast to only 42 holdings for DIVO and 56.35% exposure ...
SPY’s median market cap is $170.9 billion and JEPI’s is $103.5 billion. Due to the indexing method and focus on large caps, a lot of their holdings also overlap (and we will detail this later ...Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.Jul 6, 2023 · JEPI’s top holding, Adobe, accounts for under 2% of assets. Below is an overview of JEPI’s top 10 holdings using TipRanks’ holdings tool. JEPI’s top holdings are a mix of high-flying technology stocks like Adobe, Amazon, and Microsoft paired with reliable, long-time dividend payers like Pepsico and Hershey. JEPI. Looking above at the top 10 holdings, you can see that all the positions are rather close in terms of exposure, with the top position only accounting for 1.75% of the fund and that stock is ...
Learn everything about JPMorgan Equity Premium Income ETF (JEPI). Free ratings, analyses, holdings, benchmarks, quotes, and news.Jan 18, 2023 · JEPQ has a similar approach to its investment strategy as JEPI. ... As of 1/13/23, JEPQ had 50.24% of its net assets tied to its top 10 holdings. I downloaded the entire roster of holdings and ...
JEPI's top 10 holdings include small amounts, 1.44% to 1.64%, of familiar large cap stocks Bristol Myers Squibb, United Health, Progressive, Coca-Cola, and Hershey, but also includes an Equity ...
The following are the pivot points for the SPDR Dow Jones Industrial Average ETF Trust. Pivot High: $349.825,... The following are the pivot points for the SPDR S&P 500 ETF Trust. Pivot High: $452.17, Pivot Low:... The following are the pivot points for the Invesco QQQ Trust. Pivot High: $387.945, Pivot Low: $385.165.JEPI is also underweight information technology but most of the other sector weights are in line with the S&P 500 holdings. JEPI There is some overweighting of consumer staples but the rest are ...Moreover, JEPI's total holdings are more diversified than SPYD's, and its top 10 holdings constitute only 14.91% of its total portfolio, which is even lower than SPYD's top 10 holdings.Find the latest JPMorgan Equity Premium Income ETF (JEPI) stock quote, history, news and other vital information to help you with your stock trading and investing.
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Holding over 20% in junk bonds makes JPIE seem very risky, but this ETF aims to offset the added risk by holding a large amount of AAA bonds. In fact, its largest holding by credit rating is AAA.
JPMorgan Equity Premium Income ETFETF , JEPI. 54.51-0.05-0.09%. 11/29/2023 10:15 PM ... Asset Allocation Top Holdings. Amazon.com Inc Microsoft Corp Adobe Inc ...The precise amount of antifreeze a radiator holds depends upon the size and make of the car, but the solution in a car radiator should be a mix of about 50 to 60 percent antifreeze and 40 to 50 percent water.Holdings Top 10 (%) NDX_8 3.3 META PLATFORMS INC 3.4 NDX_9 3.5 NVIDIA CORP COMMON STOCK 3.5 NDX_10 3.5 NDX_1 3.7 AMAZON.COM INC COMMON 4.9 ALPHABET INC COMMON 5.1 APPLE INC COMMON STOCK 8.5 MICROSOFT CORP COMMON 8.8 Sectors (%) Other 17.1 Utilities 1.1 Real Estate 0.3 Information Technology 40.3 Industrials 3.7 Health Care 5.9 Financials 2.3 ...JEPI is an ETF that tracks the performance of a portfolio of high-quality, dividend-paying stocks. As of Oct 30, 2023, it held 133 stocks with a total weight of 52.62%. The top 10 holdings are Amazon, Microsoft, Progressive, Adobe, UnitedHealth, Mastercard, CME, Visa, AbbVie, Intuit and Costco.Morningstar. While SYPI is significantly more tax efficient than JEPI or JEPIX, by about 0.7%, that's still much higher than most ETFs that can keep their tax costs to 1% or less. The S&P 500 has ...Learn everything you need to know about JPMorgan Equity Premium Income ETF (JEPI) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if ...
These two popular ETFs have very different strategies. Both SCHD, which is the Schwab U.S. Dividend Equity ETF ( SCHD -0.50%) and JEPI, which is the JPMorgan Equity Premium Income ETF ( JEPI -0.22 ...JEPI - J.P. Morgan Exchange ... These institutions hold a total of 254,842,588 shares. Largest shareholders include Morgan Stanley, Bank Of America Corp /de/, Jpmorgan Chase & Co, Wells Fargo & Company/mn, JNBAX - JPMorgan Income Builder Fund Class A, Advisor Group Holdings, Inc., Royal Bank Of Canada, UBS Group AG, Envestnet …JEPI Top 10 Holdings AbbVie Inc 1.67% Progressive Corp 1.59% Exxon Mobil Corp 1.54% UnitedHealth Group Inc 1.53% Coca-Cola Co 1.51% The Hershey Co 1.50% PepsiCo Inc 1.48% Bristol-Myers Squibb CoWhat is the prediction for JEPI? JEPI Analyst Price Target Based on 1,693 Wall Street analysts offering 12 month price targets to JEPI holdings in the last 3 months. The average price target is $61.48 with a high forecast of $70.37 and a low forecast of $51.48. The average price target represents a 12.51% change from the last price of $54.64.JEPI is well-diversified, with holdings spread out across 115 U.S.-based stocks. Its top 10 holdings make up a mere 17.1% of assets, and no individual stock makes up more than 1.97% of the fund.The turnover is much lower than JEPI's 195%, and that's why the historical tax expense ratio is 2.11%, or about 65%, that of JEPI. 19% of historical returns go to taxes vs. 29% for JEPI.Top holdings of JEPI · ABBV AbbVie Inc 1.61% · PGR Progressive Corp 1.60% · HSY The Hershey Co 1.52% · PEP PepsiCo Inc 1.46% · MA Mastercard Inc Class A 1.45% · MSFT ...
JEPQ holds 81 stocks, and its top 10 holdings account for 58.7% of assets. Therefore, JEPQ is much more concentrated than JEPI, where the top 10 holdings make up just 17.5% of assets.
JEPI: JPMORGAN EQUITY PREMIUM INCOME ETF - Fund Holdings. Get up to date fund holdings for JPMORGAN EQUITY PREMIUM INCOME ETF from Zacks …SCHD Dividend Information. SCHD has a dividend yield of 3.65% and paid $2.62 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Sep 20, 2023. Dividend Yield. 3.65%. Annual Dividend. $2.62. Ex …The top ten inflow leaders among exchange traded funds have together brought in a combined $179.35B worth of investor ... J.P Morgan fund JEPI. $54.52 a share and is paying .61 a share every month ...As you can see, the two ETFs only share Coca-Cola Co amongst their top 10 holdings. SCHD and JEPI are similar with their top 2 sector exposure being to financials and industrials, but after that ...JEPI’s top holdings are a mix of high-flying technology stocks like Adobe, Amazon, and Microsoft paired with reliable, long-time dividend payers like Pepsico and …JEPI’s top holdings are a mix of high-flying technology stocks like Adobe, Amazon, and Microsoft paired with reliable, long-time dividend payers like Pepsico and …For that same 16.5% you could get the entire top 10 holdings of JEPI. In addition, JEPI is actively managed (the article should really mention this; it's what your 35bp expense ratio is paying for ...Below is a look at JEPI's top holdings using TipRanks' holdings tool. Invests opportunistically in a wide variety of debt securities that have high ...The average holding of JEPI typically has a beta of 0.7 and the fund itself has a beta of 0.61 which means the average holding of JEPI is 30% less volatile than S&P 500 and JEPI is 39% less ...
Current performance may be higher or lower than the performance data quoted. Top 10 Holdings ... Top Sector. AS OF 09/30/2023. Technology17.62%.
JEPI is well-diversified, with holdings spread out across 115 U.S.-based stocks. Its top 10 holdings make up a mere 17.1% of assets, and no individual stock makes up more than 1.97% of the fund.
Same thing for the lagging upside in a bull market. “S&P was up 29% in 2021, $ JEPI up only 21%” A lot of people will be happily taking 21%, along with monthly dividends and price stability ...JEPI is a diversified fund with 116 holdings, and its top holdings make up just 16.7% of assets. The holdings are heavily comprised of large, U.S.-based dividend payers from relatively defensive ...Let’s look at these funds’ holdings and actual strategies. First, the flagship JEPI. Pretty simple—it buys and holds blue-chip dividend payers like Microsoft (MSFT) , Hershey (HSY) and ...JEPI is also underweight information technology but most of the other sector weights are in line with the S&P 500 holdings. JEPI There is some overweighting of consumer staples but the rest are ...BlackRock Science and Technology Term Trust’s (BSTZ) (the “Trust”) investment objectives are to provide total return and income through a combination of current income, current gains and long-term capital appreciation. Under normal market conditions, the Trust will invest at least 80% of its total assets in equity securities issued …JEPI was public at $50 per share and has generated $17.55 in distributed income from 41 monthly distributions. Investors who purchased shares on the ground floor have generated 35.11% of their ...Current performance may be higher or lower than the performance data quoted. Top 10 Holdings ... Top Sector. AS OF 09/30/2023. Technology17.62%.The JPMorgan Equity Premium Income ETF (JEPI A) is one of the most researched ETFs on VettaFi’s data platform and has gathered $8 billion of net money in 2022 as advisors sought income alternatives. JEPI is now the largest actively managed equity ETF, managing $13 billion despite launching in only May 2020.On the heels of …Click to enlarge. JEPI top five holdings as of 31 March 2023. Data source: JEPI. Notwithstanding, JEPI investors can still have conviction over its managers' selection, benefiting from their ...It is also Bridgewater's single-largest individual stock holding. PG shares have underperformed the S&P 500 so far in 2023, generating a total return of 2.9% through Nov. 14.
JPMorgan Nasdaq Equity Premium Income ETF, or JEPQ, is an exchange-traded fund operating in the financial industry. J.P. Morgan Investment Management Inc., a renowned financial institution with a strong track record, manages the fund. As an ETF, JEPQ exposes investors to equity securities, primarily those included in its primary …Dec 1, 2023 · FEPI owns just 15 stocks, and its top 10 holdings account for 67% of the fund. Below, you can take a look at an overview of FEPI’s top 10 holdings using TipRanks’ holdings tool. Holdings Top 10 (%) NDX_8 3.3 META PLATFORMS INC 3.4 NDX_9 3.5 NVIDIA CORP COMMON STOCK 3.5 NDX_10 3.5 NDX_1 3.7 AMAZON.COM INC COMMON 4.9 ALPHABET INC COMMON 5.1 APPLE INC COMMON STOCK 8.5 MICROSOFT CORP COMMON 8.8 Sectors (%) Other 17.1 Utilities 1.1 Real Estate 0.3 Information Technology 40.3 Industrials 3.7 Health Care 5.9 Financials 2.3 ...Check the JEPI stock price for JPMorgan Equity Premium Income ETF, review total assets, see historical growth, and review the analyst rating from Morningstar.Instagram:https://instagram. 1971 half dollar value no mint mark6 mo treasury yieldmarket movers pre marketinvesco qqq stock price chart Most minivans have a fuel tank that can hold between 15 and 20 gallons of gas. The number of gallons of gas a minivan holds depends on the make and model of the minivan. hydroponic weed growingugg company stock What is the prediction for JEPI? JEPI Analyst Price Target Based on 1,693 Wall Street analysts offering 12 month price targets to JEPI holdings in the last 3 months. The average price target is $61.48 with a high forecast of $70.37 and a low forecast of $51.48. The average price target represents a 12.51% change from the last price of $54.64.Mar 10, 2023 · While JEPI’s top holdings are populated by stocks from steady, defensive, but lower-growth industries like consumer staples and financials, JEPQ features a heavy focus on the tech sector. 1976 quarter 1776 JEPQ holds 81 stocks, and its top 10 holdings account for 58.7% of assets. Therefore, JEPQ is much more concentrated than JEPI, where the top 10 holdings make up just 17.5% of assets.The JPMorgan Equity Premium Income ETF (JEPI A) is one of the most researched ETFs on VettaFi’s data platform and has gathered $8 billion of net money in 2022 as advisors sought income alternatives. JEPI is now the largest actively managed equity ETF, managing $13 billion despite launching in only May 2020.On the heels of …The five "SPX" holdings listed in JEPI's top 10 represent ELNs from large banks, mainly running at ~3.3% of assets. Together with the five big cap names the top 10 holdings comprise ~24% of JEPI's ...