Jepq holdings list.
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.
Latest JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stock price, holdings, dividend yield, charts and performance. š Enjoy a 7-Day Free Trial Thru Dec 09, 2023! Sign UpJEPQ 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 vs. SPY: Head-To-Head ETF Comparison. The table below compares many ETF metrics between JEPQ and SPY. Compare fees, performance, dividend yield, holdings, technical indicators, and many other metrics to make a ā¦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 ...
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 3.2JEPQ: 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
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.
JEPQ:NMQ:USD. JPMorgan Nasdaq Equity Premium Income ETF. Actions. Add to watchlist; Add to portfolio; Add an alert; Price (USD) 49.23; Today's Change ... Regions weighting is calculated using only long position holdings of the portfolio. Top 10 holdings. Top 10 holdings as a per cent of portfolio; 33.48%: 47.60%: 0.00%: 47.60% ...3.54%. Meta Platforms Inc Class A. META. 3.38%. View Top Holdings and Key Holding Information for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).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 ...Jan 18, 2023 Ā· 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 ...
A free website used to compare Exchange-Traded Funds (ETFs) and view holding overlap. Features include historic returns, overlapping holdings, and additional ETF information.
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.
Find the latest Exchange-Traded Funds (ETFs) market activity, ETF insights & news from Nasdaq.comHoldings. 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, Covered Call Positions and Stock Holdings Unfortunately for investors in JEPQ, this year, the ETF hasnāt lived up to that promise. The fund is up 27.9%, but that sharply lags the 44.3% ...The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36- 59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of ...JEPQ invests primarily in U.S. large-cap blue-chip stocks, more specifically growth and technology equities, and aims to generate recurring income by indirectly selling call options on its holdings.
JEPQ has an expense ratio of 0.35%, which seems reasonable for an ETF with this degree of active management. JEPQās Top Holdings . While JEPIās 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.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 ...Date. Income Distribution. YTD. $3.77. 2022. $3.85. JEPQ | A complete J.P. Morgan Nasdaq Equity Premium Income ETF exchange traded fund overview by MarketWatch. View the latest ETF prices and news ... JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Holdings - Yahoo Finance U.S. markets closed S&P 500 4,559.34 +2.72(+0.06%) Dow 30 35,390.15 +117.12(+0.33%) Nasdaq 14,250.85 -15.00(-0.11%)...Nov 30, 2023 Ā· I believe that JEPI and JEPQ sell one month calls 2 - 4% out-of-the money on no more than 20% of the value of their holdings. They sell calls on their respective indexes, NOT on their holdings.
A list of holdings for XYLD (Global X S&P 500 Covered Call ETF) with details about each stock and its percentage weighting in the ETF.The Nasdaq has appreciated by 35.09% YTD after a horrific 2022. QYLD started 2023 at $15.86, and JEPQ was $40.67. YTD QYLD has appreciated by $1.62 or 10.21%, while JEPQ has increased $7.88 or 19. ...
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.JEPQ has a dividend yield of 10.78% and paid $5.31 per share in the past year. The dividend is paid every month and the last ex-dividend date was Nov 1, 2023. Dividend Yield. 10.78%. Annual Dividend. $5.31. Ex-Dividend Date. Nov 1, ā¦The current volatility for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) is 2.52%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that JEPQ experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their ā¦Invesco QQQ Trust, Series 1. $364.70 +6.01 +1.68%. Investors may trade in the Pre-Market (4:00-9:30 a.m. ET) and the After Hours Market (4:00-8:00 p.m. ET). Participation from Market Makers and ...JEPQ vs. SPY: Head-To-Head ETF Comparison. The table below compares many ETF metrics between JEPQ and SPY. Compare fees, performance, dividend yield, holdings, technical indicators, and many other metrics to make a ā¦Its largest holdings includes companies you likely know and trust, such as UnitedHealth Group , Coca-Cola and ... Long overweight both Jepi & Jepq. Reply Like (1) y. 61yanks. 19 Feb. 2023.
Below are three of Canadaās top DRIP stocks. DRIP Stocks. Description. Bank of Nova Scotia ( TSX:BNS) The third largest bank in Canada. Bank of Montreal ( TSX:BMO) One of the largest banks in ...
The JPMorgan Nasdaq Equity Premium Income ETF seeks current income while maintaining prospects for capital appreciation. Price ($) Date. Value. 11/29/2023. $49.32. 11/24/2023. $49.23. 11/17/2023.
Judaism is a rich and vibrant religion that encompasses a wide array of customs and traditions. One of the most important aspects of Jewish life is the celebration of festivals and holidays. These occasions hold deep significance for Jewish...The table below compares many ETF metrics between JEPI and JEPQ. Compare fees, performance, dividend yield, holdings, technical indicators, and many other metrics to make a better investment decision. Overview. Holdings.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 ...JEPQ is an actively-managed fund of US large-cap companies from the Nasdaq-100 Index, assessed and managed using ESG factors and a proprietary data science driven investment approach. The fund also invests in ELNs in seeking income generation. Nov 24, 2023 Ā· 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 fundās primary benchmark, the Nasdaq-100 IndexĀ® (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure ... 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 fundās primary benchmark, the Nasdaq-100 IndexĀ® (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure ...Passively managed funds invest by sampling the index, holding a range of securities that, in the aggregate, approximates the full Index in terms of key risk ...The Nasdaq has appreciated by 35.09% YTD after a horrific 2022. QYLD started 2023 at $15.86, and JEPQ was $40.67. YTD QYLD has appreciated by $1.62 or 10.21%, while JEPQ has increased $7.88 or 19. ...A list of holdings for SCHD (Schwab US Dividend Equity ETF) with details about each stock and its percentage weighting in the ETF.
14 Š¼Š°Ń 2023 Š³. ... The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) is outperforming its bigger sibling JEPI this year.Expenses: 0.65%. The First Trust Nasdaq Artificial Intelligence and Robotics ETF ( ROBT, $37.65) gives it away in the name: This isn't a pure-play AI ETF, either. But the pendulum definitely ...2022. $6.36. 2021. $4.16. 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 investing.The SPDR Portfolio S&P 500 ETF ( SPLG) offers exposure to the S&P 500 Index, one of the worldās best-known and most widely followed stock benchmarks. The S&P 500 Index includes many large and well known U.S. firms, often called āBlue Chipsā, including Johnson & Johnson, Apple, Microsoft, Amazon and Visa. Investors should think ā¦Instagram:https://instagram. apex trader funding trustpilotnatural gas companies stockmejores acciones para invertirpfizer competitors Leverage the āAll Holdingsā tab to get a comprehensive listing of securities that comprise each of the 20,000+ mutual funds and ETFs available on YCharts. Update the period view for a given month within a 10-year rolling basis, save the information to a watchlist for future reference, and even export the data as a .CSV file for offline use ... ramp iporli umbrella insurance reviews Passively managed funds invest by sampling the index, holding a range of securities that, in the aggregate, approximates the full Index in terms of key risk ... vt dividend 3.54%. Meta Platforms Inc Class A. META. 3.38%. View Top Holdings and Key Holding Information for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).There's not much to say about GPIQ's holdings ā itās the usual tech sector and mega-cap heavy composition of the Nasdaq 100. Unlike JEPQ, it doesn't actively pick and choose which one of the ...