JEPI JPMorgan Equity Premium Income ETF

90

NYSE ARCA | ETF

Price
$58.56
Increased by +0.02%
Dollar volume (20D)
325.49 M
ADR%
0.57
Technology - 18.99%Healthcare - 14.79%Industrials - 13.65%Consumer Cyclicals - 12.75%Financial Services - 12.31%Consumer Defensive - 7.69%Communication Services - 6.53%Utilities - 5.70%Real Estate - 3.19%Energy - 2.24%Basic Materials - 2.17%
Technology - 18.99%
Healthcare - 14.79%
Industrials - 13.65%
Consumer Cyclicals - 12.75%
Financial Services - 12.31%
Consumer Defensive - 7.69%
Communication Services - 6.53%
Utilities - 5.70%
Real Estate - 3.19%
Energy - 2.24%
Basic Materials - 2.17%

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities and (2) through equity-linked notes (ELNs),selling call options with exposure to the fund"s primary benchmark, the Standard & Poor"s 500 Total Return Index (the Benchmark).

The resulting Fund is designed to provide investors with total return through capital appreciation and income, while exposing investors to lower volatility than the broadU. S. large cap market and also providing incremental income.

Top 20 Holdings

Asset Name Sector Industry Weight
ADI Analog Devices Inc Technology Semiconductors 1.69%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 1.69%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 1.68%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 1.57%
LOW Lowe's Companies Inc Consumer Cyclical Home Improvement Retail 1.54%
ABBV AbbVie Inc Healthcare Drug Manufacturers - General 1.54%
ROST Ross Stores Inc Consumer Cyclical Apparel Retail 1.53%
HWM Howmet Aerospace Inc Industrials Aerospace & Defense 1.53%
RTX Raytheon Technologies Corp Industrials Aerospace & Defense 1.48%
NEE Nextera Energy Inc Utilities Utilities - Regulated Electric 1.47%
NVDA NVIDIA Corporation Technology Semiconductors 1.47%
MSFT Microsoft Corporation Technology Software - Infrastructure 1.47%
MA Mastercard Inc Financial Services Credit Services 1.39%
V Visa Inc. Class A Financial Services Credit Services 1.37%
DIS Walt Disney Company Communication Services Entertainment 1.37%
META Meta Platforms Inc. Communication Services Internet Content & Information 1.36%
AAPL Apple Inc Technology Consumer Electronics 1.36%
MDT Medtronic PLC Healthcare Medical Devices 1.36%
YUM Yum! Brands Inc Consumer Cyclical Restaurants 1.35%
WMT Walmart Inc. Common Stock Consumer Defensive Discount Stores 1.32%
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