BullishAgent BullishAgent Filings Economic Earnings Ratings IPOs Insiders Institutional ETFs Funds Screener
Sign in Register

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF Equity
$59.30
+0.40% (+0.24)
AUM $37.64B
Expense 35.00%
NAV $58.83
AUM $37.64B
Expense 35.00%
Holdings 110
Avg Volume 7.0M
Inception May 03, 2022
Issuer J.P. Morgan
Exchange
Domicile US
ISIN US46654Q2030
50d MA
200d MA
About
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.
Sector Exposure
Technology 50.9%
Communication Services 15.7%
Consumer Cyclical 13.1%
Consumer Defensive 7.9%
Healthcare 5.3%
Industrials 3.4%
Utilities 1.4%
Basic Materials 1.1%
Energy 0.5%
Financial Services 0.5%
Real Estate 0.2%
Cash & Others 0.0%
Top Holdings
Ticker Name Weight
NVDA NVIDIA CORP COMMON STOCK 7.66%
AAPL APPLE INC COMMON STOCK 6.37%
GOOG ALPHABET INC-CL C - 6.19%
MSFT MICROSOFT CORP COMMON 4.94%
AMZN AMAZON.COM INC COMMON 4.81%
MU MICRON TECHNOLOGY INC 3.20%
META META PLATFORMS INC 2.96%
AVGO BROADCOM INC COMMON 2.75%
AMD ADVANCED MICRO DEVICES 2.58%
TSLA TESLA INC COMMON STOCK 2.53%
WMT WALMART INC COMMON STOCK 2.38%
LRCX LAM RESEARCH CORP COMMON 1.98%
JPMORGAN PRIME MONEY 1.83%
NFLX NETFLIX INC COMMON STOCK 1.79%
SEAGATE TECHNOLOGY 1.67%