JEPI JPMorgan Equity Premium Income ETF

82

NYSE ARCA | ETF

Price
$57.73
Decreased by -0.10%
Dollar volume (20D)
271.18 M
ADR%
0.79
Technology - 20.71%Healthcare - 14.25%Industrials - 12.93%Financial Services - 12.83%Consumer Cyclicals - 11.94%Consumer Defensive - 7.93%Communication Services - 7.01%Utilities - 4.97%Real Estate - 3.26%Energy - 2.19%Basic Materials - 1.99%
Technology - 20.71%
Healthcare - 14.25%
Industrials - 12.93%
Financial Services - 12.83%
Consumer Cyclicals - 11.94%
Consumer Defensive - 7.93%
Communication Services - 7.01%
Utilities - 4.97%
Real Estate - 3.26%
Energy - 2.19%
Basic Materials - 1.99%

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
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 1.69%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 1.62%
ABBV AbbVie Inc Healthcare Drug Manufacturers - General 1.60%
ADI Analog Devices Inc Technology Semiconductors 1.60%
ROST Ross Stores Inc Consumer Cyclical Apparel Retail 1.58%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 1.53%
MSFT Microsoft Corporation Technology Software - Infrastructure 1.53%
AAPL Apple Inc Technology Consumer Electronics 1.53%
NVDA NVIDIA Corporation Technology Semiconductors 1.50%
MA Mastercard Inc Financial Services Credit Services 1.47%
NEE Nextera Energy Inc Utilities Utilities - Regulated Electric 1.43%
HWM Howmet Aerospace Inc Industrials Aerospace & Defense 1.41%
MDT Medtronic PLC Healthcare Medical Devices 1.41%
V Visa Inc. Class A Financial Services Credit Services 1.41%
WMT Walmart Inc. Common Stock Consumer Defensive Discount Stores 1.41%
LOW Lowe's Companies Inc Consumer Cyclical Home Improvement Retail 1.40%
META Meta Platforms Inc. Communication Services Internet Content & Information 1.39%
MMM 3M Company Industrials Conglomerates 1.37%
AVGO Broadcom Inc Technology Semiconductors 1.36%
NOW ServiceNow Inc Technology Software - Application 1.36%
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