Jepq holdings list.

Top 10 Percentage. 26.22%. Asset Class. Equity. Category. Size And Style. Region. North America. See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters.QYLD Analysis. QYLD also offers investors a very attractive monthly income yield that is roughly on par with JEPI's. In fact, it is slightly higher than JEPI's at 12.67% annualized over the past ...The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly o f those included in the fund’s primary benchmark, the Nasdaq-100 Index® (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure ...Feb 27, 2023 · JEPQ’s holdings have an average price-to-earnings multiple of 22.3 versus an average P/E multiple of 19 for JEPI. SDIV is interesting for its sky-high yield and deserves credit for its long-term ... JEPQ is 5% of my total portfolio. Most of my positions are individual stocks: AMZN, INTC, PLTR… just to name a few. Do any of you sell CC against your other holdings to generate even more income and what strategy do you typically take? For example, I sold one CC against my Amazon today. 1/19 155 strike for $170 premium.

JEPQ Portfolio - Learn more about the JPMorgan Nasdaq Equity Premium Inc ETF investment portfolio including asset allocation, stock style, stock holdings and more.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 Market Makers and ...

With all of its top holdings projected to see large EPS increases, the market could move higher, and JEPQ right along with it. • AAPL $5.97 in 2023 to $7.14 in 2025, 19.6% increase • MSFT $9. ...74.38 Gold 2,091.70 JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) NasdaqGM - NasdaqGM Real Time Price. Currency in USD Follow 48.90 +0.04 (+0.09%) At close: …

JEPQ and QYLD are very similar funds, with similar strategies, holdings, characteristics, and expected performance, and with few significant differences. Both funds invest in Nasdaq-100 companies ...May 31, 2023 · Holdings. JEPQ provides equity exposure to the mega cap tech names that are fast-growing while also generating substantial current income. The trailing 12-month yield on JEPQ is nearly 12%, while ... So JEPQ has upside a bit capped but offers some real downside safety along with 6-10% return of your money..while QQQ is $ 368/sh and offers a $2.15 annual dividend ( JEPQ is $47.98 and pays $5.67 ...Research JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Get 20 year performance charts for JEPQ. See expense ratio, holdings, dividends, price history & …

Sep 30, 2023 · JEPQ JPMorgan Nasdaq Equity Premium Income ETF NAV As of 11/29/2023 $49.28 Change $-0.01 YTD As of 11/29/2023 at NAV 32.34% 30 DAY SEC YIELD As of 10/31/2023 11.76% Unsub. 11.76% EXPENSES Gross 0.35% Net 0.35% Seeking consistent premium income with lower volatility.

Learn everything you need to know about JPMorgan Nasdaq Equity Premium Inc ETF (JEPQ) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see ...

A list of the top 50 institutional holders of JEPQ. There is a long list of 317 institutional holders of JEPQ within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of JEPQ by largest to smallest position reported in the institutional investor's latest 13F filing. Accenture, Hersey, and Progressive were some of JEPI’s recent top holdings. ... (JEPQ). JEPQ launched in May 2022 and has already gathered $3.3 billion in assets. ...A list of the top 50 institutional holders of JEPQ. There is a long list of 317 institutional holders of JEPQ within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of JEPQ by largest to smallest position reported in the institutional investor's latest 13F filing. Top 10 Holdings. COMPANY ... JPMorgan Nasdaq Equity Premium Inc ETF JEPQ. 22.42 % Nationwide Nasdaq-100® Risk-Mngd Inc ETF ...Learn how it impacts everything we do. JEPI Portfolio - Learn more about the JPMorgan Equity Premium Income ETF investment portfolio including asset allocation, stock style, stock holdings and more.First, JEPQ via the ELNs, sells OTM calls on the NDX and not against the fund's stock holdings. Second, JEPQ's concentration is no different from DIVO, which also has a concentrated portfolio ...

Holdings. Elevate your fund analysis with Holdings Data, allowing you to dive deeply into the intricacies of ETFs and Mutual Funds. Unlock comprehensive insights, track historical transformations, and employ powerful tools for comparison and categorization, propelling you to stay ahead in your investment strategies.JEPQ ETF Database Category Average FactSet Segment Average; Number of Holdings 85 282 178 % of Assets in Top 10 56.05% 37.94% 60.41% % of Assets in Top 15Or Both. As a young investor who is looking at a long term, would it be smart to hold both JEPI and JEPQ. I feel as though JEPQ might have more capital appreciation than JEPI which would make it better for my long term portfolio. Right now my portfolio is 60% VTI 20% SCHD and 20% JEPI. Welcome to r/dividends !Holdings. Elevate your fund analysis with Holdings Data, allowing you to dive deeply into the intricacies of ETFs and Mutual Funds. Unlock comprehensive insights, track historical transformations, and employ powerful tools for comparison and categorization, propelling you to stay ahead in your investment strategies.A promissory note is a legalized version of an IOU. In essence, a promissory note is an agreement listing what is being borrowed, from whom and when repayment will be made. The agreement is then signed and frequently notarized, and then the...The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index® (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Holdings. Elevate your fund analysis with Holdings Data, allowing you to dive deeply into the intricacies of ETFs and Mutual Funds. Unlock comprehensive insights, track historical transformations, and employ powerful tools for comparison and categorization, propelling you to stay ahead in your investment strategies.

For reference, the JEPQ ETF's largest stock holdings as of Q3 2023 are Microsoft , Apple , Alphabet , Amazon and Nvidia - all stocks that I have previously recommended, or would recommend for an ...JEPQ and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 …The Best Fidelity Mutual Funds of December 2023. Fund. Expense Ratio. Fidelity 500 Index Fund (FXAIX) 0.015%. Fidelity U.S. Sustainability Index Fund (FITLX) 0.11%. Fidelity Mid Cap Index Fund ...JEPQ is less diversified than JEPI. While it is certainly not a concentrated fund, with 78 holdings, JEPQ's top 10 holdings make up over 53% of assets. The top holdings are mega-cap tech stocks ...CII holds $763M in assets, with just 56 holdings, and 102K in average volume, followed by ETB, with $379M in assets, and 69K in volume, 172 holdings, and a 1.1% expense ratio.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 SPDR Blackstone Senior Loan ETF (the “Fund”) seeks to provide current income consistent with the preservation of capital. In pursuing its investment objective, the Fund seeks to outperform the Markit iBoxx USD Liquid Leveraged Loan Index (the “Primary Index”) and the Morningstar LSTA U.S. Leveraged Loan 100 Index (the …Holdings; Dividends; Chart; JEPI Dividend Information. JEPI has a dividend yield of 8.73% and paid $4.76 per share in the past year. The dividend is paid every month and the last ex-dividend date was Dec 1, 2023. Dividend Yield 8.73%. Annual Dividend . $4.76. Ex-Dividend Date Dec 1, 2023. Payout FrequencyWall Street Horizon. JEPQ has a high $5.7 billion in assets under management and sports a modest annual expense ratio of 0.35%. The trailing 12-month dividend yield is among the highest in the ETF ...

The Invesco NASDAQ 100 ETF (QQQM) tracks the top 100 largest non-financial companies listed on the Nasdaq.If that sounds familiar, it should: QQQM is virtually identical to Invesco’s QQQ Trust (QQQ), one of the oldest, largest and most-traded ETFs on the market. So why would Invesco launch a twibling? The short answer: Invesco …

Learn how it impacts everything we do. JEPI Portfolio - Learn more about the JPMorgan Equity Premium Income ETF investment portfolio including asset allocation, stock style, stock holdings and more.

The table below compares many ETF metrics between QQQ and XLK. Compare fees, performance, dividend yield, holdings, technical indicators, and many other metrics to make a better investment decision. Overview. Holdings. 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 Market Makers and ...Below are three of Canada’s top DRIP stocks. DRIP Stocks. Description. Bank of Nova Scotia ( TSX:BNS) The third largest bank in Canada. Bank of Montreal ( TSX:BMO) One of the largest banks in ...I downloaded the entire roster of holdings and deconstructed them. JEPQ had 16.43% of its assets tied to ELNs, 1.4% tied to a money market account and 0.13% in cash. This puts 17.83% of its ...The five assets listed as SPX are the Equity Linked Notes, representing 16.18% of the AUM. ... JEPI holdings also closer to equal weighted than S&P 500. ~91 holdings from S&P 500, ...Find JPMorgan Equity Premium Income ETF (JEPI) top 10 holdings and sector breakdown by %.Nov 24, 2023 · The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly o f those included in the fund’s primary benchmark, the Nasdaq-100 Index® (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure ... Like JEPI and JEPQ, the GlobalX Super Dividend ETF is another monthly dividend payer. SDIV’s dividend yield is even higher than these two at 13.8%. GlobalX Super Dividend is a smaller ETF than JEPI or JEPQ, with $790 million in AUM. SDIV also features an expense ratio of 0.58%, which is higher than the two aforementioned ETFs.Or Both. As a young investor who is looking at a long term, would it be smart to hold both JEPI and JEPQ. I feel as though JEPQ might have more capital appreciation than JEPI which would make it better for my long term portfolio. Right now my portfolio is 60% VTI 20% SCHD and 20% JEPI. Welcome to r/dividends !In today’s digital age, businesses have numerous options when it comes to advertising and promoting their products or services. However, one traditional method that still holds value is listing phone numbers in telephone directories.

Learn everything you need to know about JPMorgan Nasdaq Equity Premium Inc ETF (JEPQ) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see ...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. For instance ...Jepi and jepq will hold better in down market and will trail in bull market. Also dividends are variable and based on volatility. Which means the ideal time to buy and hold JEPI was starting a year ago, and until the next bull market starts. Then it would be better to hold something that would not cap the upside. Instagram:https://instagram. reviva pharmaceuticalsbest trading platform demo accountotcmkts sivbqpandg dividend (Note: The list provided above includes only the top 10 holdings out of the total 88 holdings in JEPQ’s portfolio.) Insights: Diversified Portfolio: JEPQ holds a diversified portfolio of stocks, with significant weightings in tech giants like Apple, Microsoft, Alphabet, and Amazon. This diversification can provide stability and potential ...QYLD sells covered calls at the money on just about 100% of it's holdings. So you're basically always making a bet the market will go down and functionally trading away all capital gains for dividends. JEPQ only sells out the money covered calls on about 20% of it's holdings. Much more room for options to expire worthless and still basically ... allamericangoldpeacock stock price 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 ... sell stock online JEPQ is less diversified than JEPI. While it is certainly not a concentrated fund, with 78 holdings, JEPQ's top 10 holdings make up over 53% of assets. The top holdings are mega-cap tech stocks ...JEPQ: JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - Fund Holdings. Get up to date fund holdings for JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF from Zacks Investment Research