Jepi stock holdings.

Nov 30, 2023 · JEPI is an ETF that invests in 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 Adobe. See the full list of holdings and their percentages on the web page. 2-iyn, 2023 ... ... JEPI, and the JP Morgan Nasdaq Equity Premium Income ETF, ticker JEPQ ... MPW Stock Analysis: Why I'm BUYING Medical Properties Trust! Deep Dive ...The fund invests in American large-cap stocks but doesn't limit itself to high-dividend payers. Instead, you'll find tech giants like Microsoft, Amazon, and Alphabet in its top 10 holdings ...A Collection of Blue-Chip Dividend Stocks . JEPI is a diversified ETF with 121 holdings. Its top 10 holdings make up a minuscule 17.5% of the fund.

JEPI is a much larger fund with $11.5 billion AUM than QYLD (with about $7.1 billion AUM). In terms of expenses, JEPI charges a lower expense ratio of 0.35%, and QYLD charges a slightly higher ...WebLearn 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 ...

J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ) Holdings - View complete (JEPQ) ETF holdings for better informed ETF trading.Research JPMorgan Equity Premium Income ETF (JEPI). Get 20 year performance charts for JEPI. See expense ratio, holdings, dividends, price history & more. 100% free …

Per TipRanks’ technical analysis tool, the JPMorgan Equity Premium Income ETF’s 50-Day EMA is $53.30, while its price is $54.45, making it a Buy. Further, JEPI’s short-duration EMA (20-day) also signals a Buy. While moving averages make JEPI a Buy, its RSI (Relative Strength Index) is 63.21, implying a Neutral signal.JEPI charges 0.35% and pays a 12-month yield of 9.1%. Alerian MLP ETF ( AMLP ) Income investors looking for a high-yield asset with potential inflation-hedging properties can consider master ...FIVG targets 5G stocks. The BlueStar 5G Communications Index is a rules based index that tracks the performance of a group of US-listed stocks, of global companies that are involved in the development of, or are otherwise instrumental in the rollout of 5G networks. These securities are part of the following categories: core carrier grade ...Major Holdings ; 1. AMZN · Amazon.com Inc. ; 2. PGR · Progressive Corp. ; 3. MSFT · Microsoft Corp. ; 4. ADBE · Adobe Inc. ; 5. UNH · UnitedHealth Group Inc.

JEPI derives income from covered call options on the S&P 500 index, but it cannot write these options itself as its portfolio doesn't hold all the reference S&P 500 stocks in their entirety.

Nov 30, 2023 · JEPI is an ETF that invests in 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 Adobe. See the full list of holdings and their percentages on the web page.

Sep 18, 2023 · Do not wish to have more than 2 % of the portfolio in any fund or stock. Jepi has provided monthly dividends in an acceptable range so regardless of the expense ratio the fund serves its purpose ... Inception date of JPMorgan Equity Premium Income ETF: 5/20/20. Past performance is not necessarily a reliable indicator for current and future performance. Total return assumes …Sep 26, 2023 · Current Portfolio Date Nov 30, 2023; Equity Holdings 116; Bond Holdings 0; Other Holdings 20 % Assets in Top 10 Holdings 16.1 JEPIX - JPMorgan Equity Premium Income I - Review the JEPIX stock price, growth, ... More JEPIX Holdings Current Portfolio Date Oct 31, 2023; Equity Holdings 119; Bond Holdings 0;JPIE. JPIE is an income ETF that currently has a 30-day SEC yield of about 6.4%. While this yield is quite a bit lower than JEPI's, 6.4% is by no means a low yield. JPIE invests in various fixed ...Web

First, UTG's holdings naturally have lower volatility than the typical S&P 500 stock (this is a general characteristic of Utilities stocks), but unlike JEPI, UTG will benefit more fully from the ...WebThe JPMorgan Equity Premium Income ETF ( JEPI) is an actively managed fund that generates income by selling options on U.S. large cap stocks. The fund invests in S&P 500 stocks that exhibit low-volatility and value characteristics, and sells options on those stocks to generate additional income. JEPI was launched in May 2020 so there is limited ...Oct 3, 2023 · To JEPI’s credit, the ETF’s equity portfolio has generally fulfilled its defensive claim in major downturns. Taking some of the sting out of drawdowns helps even out the asymmetrical return ... 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 ...Check the JEPI stock price for JPMorgan Equity Premium Income ETF, review total assets, see historical growth, and review the analyst rating from Morningstar.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 …Nov 24, 2023 · 52.60. Premium (+)/Discount (-) (month end) +1.96. Zacks Premium Research for JEPI. Zacks ETF Rank. More Info. This is our ETF rating system that serves as a timeliness indicator for ETFs over the ...

52.60. Premium (+)/Discount (-) (month end) +1.96. Zacks Premium Research for JEPI. Zacks ETF Rank. More Info. This is our ETF rating system that serves as a timeliness indicator for ETFs over the ...Jul 7, 2023 · JEPQ's "Magnificent" Portfolio. 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 ...

Invesco QQQ Trust, Series 1. $364.70 +6.01 +1.68%. Investors may trade in the Pre-Market (4:00-9:30 a.m. ET) and the After Hours Market (4:00-8:00 p.m. ET). Participation from Market Makers and ...Analyst’s Disclosure: I/we have a beneficial long position in the shares of JEPI, JEPQ, GPIX, GPIQ either through stock ownership, options, or other derivatives. I wrote this article myself, and ...JPMorgan Equity Premium Income ETF (JEPI) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.WebIt owns 181 stocks, and its top 10 holdings account for just 7.9% of holdings, so there is no concentration risk here. ... JEPI’s rapid ascent has led to a whole new cohort of similar ETFs that ...WebPer TipRanks’ technical analysis tool, the JPMorgan Equity Premium Income ETF’s 50-Day EMA is $53.30, while its price is $54.45, making it a Buy. Further, JEPI’s short-duration EMA (20-day) also signals a Buy. While moving averages make JEPI a Buy, its RSI (Relative Strength Index) is 63.21, implying a Neutral signal.Top 10 Holdings. JPMorgan Equity Premium Income ETF ETF holdings by MarketWatch. View complete JEPI exchange traded fund holdings for better informed ETF trading. JEPI is the JPMorgan Premium Equity ETF. The makeup of JEPI is much different from your average dividend ETF. JEPI pays a VERY high yield of 11.5% and they have an expense ratio of 0.35% which is ...JEPI curates its portfolio by selecting stocks from the S&P 500 Index using a process to identify value stocks with favorable risk/return characteristics along with ESG considerations. After selecting and ranking the securities, the final portfolio looks to hold those securities with lower volatility relative to the benchmark index.Sep 26, 2023 · JEPI is an exchange-traded fund that seeks to deliver monthly distributable income and equity market exposure with less volatility. It invests in defensive equity portfolios and options overlay that employ a time-tested, bottom-up fundamental research process and disciplined risk-adjusted stock rankings. As of 10/26/2023, it has a Morningstar Medalist rating of 82 out of 89 funds in the Derivative Income category. 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.

A 30 Delta CC on VYM will yield approx. .68% or 8.1% over 12 months. Add in the dividend yield of 3% and you’re at 11.1% annually. One could argue that you can also sell CC’s against JEPI, and ...Web

INTU:NSQ. +46.68%. 1.43%. Per cent of portfolio in top 10 holdings: 15.49%. Data delayed at least 15 minutes, as of Nov 17 2023 21:15 GMT. Data Provided …

As of writing this (10/23/23), JEPI’s year-to-date total return has been 3.05% — with shares of the ETF having traded down -3.62%, closing the day at $52.50 per share. Compare this now to the ...Jun 22, 2023 · JEPI's lesser-known cousin is the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), which employs a similar strategy but tracks a much different underlying portfolio of stocks. Here’s how I ... At the time of writing this, SPYI shares are up 5.1% while JEPI shares are down -0.3% year-to-date. Over that same period of time, SPYI has paid out a 3.9% distribution yield to shareholders ...WebJEPI is an exchange-traded fund that invests in dividend-paying stocks from various sectors and industries. See the top 10 holdings, sector weightings, and key holding information for JEPI, as well as its price/earnings, price/book, and price/sales ratios. 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 ...WebWith JEPI, investors receive: Fully active, broadly diversified equity portfolio: Leverages 20+ research analysts and an over 30-year proprietary process to find attractive stocks across sectors. Innovative income: Avoids the duration risk of higher-yielding bonds and the quality risk of higher-yielding stocks and extended fixed income sectors.For each screener you can set your own filters, scan based on your own watchlists, search for specific stocks or holdings in particular ETF, save your filters ...8-noy, 2023 ... JEPI is selective in its holdings, with only 135 stocks in its portfolio and a deliberate avoidance of being top-heavy, especially in the ...JEPI Analyst Price Target. $59.12. Based on 119 Wall Street analysts offering 12 month price targets to JEPI holdings in the last 3 months. The average price target is $59.12 with a high forecast of $67.08 and a low forecast of $51.05. The average price target represents a 8.11% change from the last price of $54.69.WebDIVO Holdings as of TBD. Download Holdings as a CSV file; Invest in Amplify ETFs. Name Ticker CUSIP Shares Market Value % Market Value; 3333 Warrenville Road Suite 350 Lisle, IL 60532 P: 855-267-3837 E: [email protected]. Media Inquiries: Gregory FCA [email protected]. Quick Links. About. Funds. Connect. Careers.JEPI has a dividend yield of 9.14% and paid $4.98 per share in the past year. The dividend is paid every month and the last ex-dividend date was Nov 1, 2023. Dividend Yield. 9.14%. Annual Dividend. $4.98. Ex-Dividend Date. Nov 1, 2023. Payout Frequency.

Invesco QQQ Trust, Series 1. $363.37 -4.83 -1.31%. Investors may trade in the Pre-Market (4:00-9:30 a.m. ET) and the After Hours Market (4:00-8:00 p.m. ET). Participation from …To JEPI’s credit, the ETF’s equity portfolio has generally fulfilled its defensive claim in major downturns. Taking some of the sting out of drawdowns helps even out the asymmetrical return ...1.90%. Cisco Systems Inc. CSCO. 1.54%. View Holdings As of 10/31/2023. J.P. Morgan Nasdaq Equity Premium Income ETF ETF holdings by MarketWatch. View complete JEPQ exchange traded fund holdings ... Instagram:https://instagram. vanguard high yield tax exemptgnus tickerhow to buy lvmh stock1964 silver half dollar value Jun 27, 2023. JPMorgan Equity Premium Income ETF JEPI has been a phenomenon since launching in May 2020. By our estimates, it gathered about $27 billion in net inflows in its first three years of ...Nov 29, 2023 · What’s more, is that JEPI’s portfolio is more diverse, and despite being exposed to 135 holdings, its 10 largest holdings account only for the ~16% weight of the overall portfolio. JEPI also ... nursing home reithedge fund books JEPQ Website. So JEPI uses active stock selection to get further away from S&P 500 where it needs to whereas JEPQ is still sticking to its benchmark. Finally JEPI sells calls on the S&P 500 while ...Web lemonade jewelry insurance reddit 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 ...JEPI and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JEPI is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow …