Jepi top holdings.

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 ...Therefore, JEPQ is much more concentrated than JEPI, where the top 10 holdings make up just 17.5% of assets. For instance, its top two holdings, Microsoft and Apple, combine to make up almost 25% ...Below is a look at JEPI's top holdings using TipRanks' holdings tool. In contrast, JEPI and JEPQ have an expense ratio of 0. By having JEPI and dollar cost ...Nov 29, 2023 · 40.43K followers $54.51 -0.05 ( -0.09%) 4:00 PM 11/29/23 NYSEARCA | $USD | Post-Market: $54.51 8:00 PM Summary Holdings Ratings Momentum Expenses Dividends Risk Liquidity Peers Options Charting...

3 de jul. de 2020 ... Launched on May 21, the JPMorgan Equity Premium Income ETF (JEPI) and JPMorgan International Growth ETF ... Its top five holdings in order of ...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 ...Top investors of J P Morgan Exchange-traded F stock ; Jpmorgan Chase & Co, 23M, $1.2B ; Wells Fargo & Company, 11M, $616M ; Advisor Group Holdings, 6.2M · $341M ...

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 ...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.

It holds 118 stocks, and its top 10 holdings make up just 17.5% of assets. Below, you can take a look at JEPI’s top 10 holdings using TipRanks' holdings tool.JPMorgan Equity Premium Income ETF JEPI Portfolio | Medalist Rating as of Sep 26, 2023 | See JPMorgan Investment Hub Quote Chart Fund Analysis Performance Sustainability Risk Price Portfolio...16 de ago. de 2022 ... ... ETF. In a nutshell, JEPI is holding a basket of low-volatility stocks selected from the S&P 500 Index (the largest 500 U.S. companies), on ...Discover historical prices for JEPI stock on Yahoo Finance. View daily, weekly or monthly format back to when JPMorgan Equity Premium Income ETF stock was issued. ... Holdings; Performance; Risk ...

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 the reinvestment of income. Performance results are net of investment management fees.

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 ...

JEPI is on it's way to being my second largest holdings, likely 15% of my portfolio. SCHD is #1. JEPI's holdings are top notch, primarily dividend paying, low volatility companies within the S&P 500.JEPI Top Holdings. In terms of sector breakdown, JEPI has the most exposure to the financial sector, followed by health care, industrial, and information technology. JEPI Sector Exposure.2020. $3.23. JEPI | A complete JPMorgan Equity Premium Income ETF exchange traded fund overview by MarketWatch. View the latest ETF prices and news for better ETF …The Schwab US Dividend Equity ETF (SCHD) is an exchange-traded fund that is based on the Dow Jones U.S. Dividend 100 index, a market-cap-weighted index of 100 dividend-paying US equities. SCHD was launched on Oct 20, 2011 and is issued by Charles Schwab. Asset Class Equity. Category Large Value. Region North America.Excluding the ELNs it has PGR, BMY, ABBV, KO, and UNH for top 5 stocks. If you look through the entire list of around 100ish holdings it's got some solid names like BRK.B and some sneaky good ones like ODFL that is a major LTL carrier that not a lot of people know of, but moves a lot of freight that ends up at your stores.JEPI is selective in its holdings, with only 135 stocks in its portfolio and a deliberate avoidance of being top-heavy, especially in the technology sector, which is a marked shift from the more ...

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 ...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.Furthermore, the SPY's top ten holdings accounted for 27.5% of its total holdings, given its market-cap-weighted composition. Is JEPI ETF A Buy, Sell, Or Hold? JEPI last traded at a forward P/E of ...SCHD Prospectus and Other Regulatory Documents. Schwab U.S. Dividend Equity ETF. Fund details, performance, holdings, distributions and related documents for Schwab U.S. Dividend Equity ETF (SCHD) | The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100™ Index.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.AT&T Inc. 16.57. +0.27. +1.66%. In this article, we will take a look at the 10 best dividend ETFs in 2023. To see more such companies, go directly to 5 Best Dividend ETFs in 2023. Dividend stocks ...

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.Feb 11, 2023 · JEPI costs more. Find out which is the better buy at the moment. ... Furthermore, its top 10 holdings only make up 15.42% of its total holdings, which is significantly less than the percentage ...

JEPI Top Holdings. In terms of sector breakdown, JEPI has the most exposure to the financial sector, followed by health care, industrial, and information technology. JEPI Sector Exposure.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 ...JEPI's top 10 holdings include small amounts, 1.5% to 1.6%, of familiar large cap stocks AbbVie , Bristol Myers Squibb , UnitedHealth , Progressive , Coca-Cola , and Hershey , totaling ~15% of its ...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 ...Heatmaps of the top 13f holdings and a list of the largest trades made by ... JEPI · J P Morgan Exchange Traded F. 29.07%. 2.14M. $ 114.44M. 3.5% (+72.22k). $ ...No matter what industry you are in, the ever-changing regulations can be a daunting task to keep up with. But ensuring that your employees are in the know and adhere to the latest rules is important. This article will highlight tips on how ...The number of holdings in JEPI is much different than the S&P 500, with 131 holdings as of February 3, 2023. Their weightings are very different as well, with JEPI’s top ten holdings bearing no ...Schwab S&P 500 Index Fund (SWPPX) All holdings as of date 10/31/23. Displaying 1 - 100 of 503. Fund Name. CUSIP. Symbol. Quantity. % of Assets. Market Value.The premiums and discounts for funds with significant holdings in international markets may be less accurate due to the different closing times of various international markets. Because the Funds trade during U.S. market hours while the underlying securities may not, the time lapse between the markets can result in …

1.43%. Accenture PLC Class A. ACN. 1.43%. View Top Holdings and Key Holding Information for JPMorgan Equity Premium Income ETF (JEPI).

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.

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 utilizes a two-pronged strategy. Its core portfolio is built mostly from S&P 500 stocks that centers around undervalued stocks and exhibits lower volatility than the broader market.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.JEPI – JPMorgan Equity Premium Income ActiveETF – Check JEPI price, ... % Assets in Top 10 Holdings 99.6; Top 10 Holdings % Portfolio Weight Market Value USD Sector QQQ News. 2 days ago - Generative AI Reach Accessible in These ETFs - ETF Trends 3 days ago - Tech Stock Rally Sets QQQ ETF Up for Biggest Monthly Gain Since July 2022 - Barrons 3 days ago - Popular QQQ ETF on track for biggest monthly gain since July 2022 as tech stocks soar - Market Watch 5 days ago - Changing Consumer …JEPI was a wild success attracting $12.9 billion in 2022 and beating the record for the biggest annual active inflow previously set by Cathie Wood's ARK ... Four of its top 10 holdings, ...Here are JEPI's top 10 holdings: TOP 10 HOLDINGS COMPANY SYMBOL TOTAL NET ASSETS JPMorgan U.S. Government Money Market Fund IM MGMXX 1.74% AbbVie Inc. ABBV 1.61% Progressive Corp. PGR 1.58% Bristol Myers Squibb Co. BMY 1.57% UnitedHealth Group Inc. UNH 1.53% Exxon Mobil Corp. XOM 1.53% Hershey Co. HSY 1.51% Coca-Cola Co. KO 1.46% PepsiCo Inc ...Learn how it impacts everything we do. JEPI Portfolio - Learn more about the JPMorgan Equity Premium Income ETF investment portfolio including asset allocation, …The fund is extremely diversified in that its top 10 holdings account for just 17.5% of assets. This reduces the risk of having too much exposure to just a handful of stocks. JEPI’s top holding ...SCHD has a better return for the other 28 timeframes and is often significantly better. And to confirm, this includes dividends reinvested. JEPI has a place in portfolios. But it is generally best for those that need income for living expenses. If you don’t need that, you should consider something like SCHD.holdings top 10 (%) intuit inc common stock 1.4 accenture plc common 1.4 visa inc common stock 1.5 cme group inc common 1.5 mastercard inc common 1.5 unitedhealth group inc 1.5 adobe inc common stock 1.6 microsoft corp common 1.7 amazon.com inc common 1.7 progressive corp/the 1.7 sectors (%) other 14.0 utilities 4.3 real estate 2.9 materials 3.2JEPI is a high-yielding ETF aiming to provide investors with capital appreciation and regular monthly dividend income. ... The top five holdings have also undergone significant changes since my ...

JEPI's Holdings. 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. ...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 ...FEPI owns just 15 stocks, and its top 10 holdings account for 67% of the fund. Below, ... JEPI and JEPQ charge 0.35%, while PAPI charges just 0.29%. FEPI’s 0.65% expense ratio means that an individual investing $10,000 in FEPI would pay $65 in fees over the course of one year.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 ...Instagram:https://instagram. nasdaq chdnlymhrubber stockshow much is a brioni suit 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.TipRanks | Stock Market Research, News and Analyst Forecasts - TipRanks.com corning companycovid tests gov free They correspond to the five "SPX" holdings listed in JEPI's top 10, mainly running at 3.3% of assets. Together with the five giant cap names, the top 10 holdings comprise ~24% of JEPI's portfolio. are veneers covered by delta dental insurance No matter what industry you are in, the ever-changing regulations can be a daunting task to keep up with. But ensuring that your employees are in the know and adhere to the latest rules is important. This article will highlight tips on how ...Right now, the fund maintains about 100 holdings with volatility levels about 30% less than that of the S&P 500. Like NUSI, JEPI pays out distributions on a monthly basis. The second sleeve ...Summary. JPMorgan Equity Premium Income ETF is the most popular covered call ETF with $29 billion AUM. JEPI's unique approach of selecting low volatility stocks (defined by low Beta) works well in ...