Jepi top holdings.

Top 10 Holdings. Find JPMorgan Equity Premium Income ETF (JEPI) top 10 holdings and sector breakdown by %.Of their top 20 holdings, 95% are rated in the top two categories of simply safe dividend's rating system. JEPI is my second largest holding. I'm also slowly accumulating XYLG and DIVO.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 ...Its top 10 holdings represent 29.84% of its total holdings, which makes them fairly high conviction picks. Additionally, 0% of JEPI's portfolio is in cash and cash equivalents, so it is a pure ...Sep 26, 2023 · JEPI JPMorgan Equity Premium Income ETF Morningstar Rating: Overall As of 10/31/2023 82 Funds in Category Category: Derivative Income Read Morningstar criteria Morningstar Medalist Rating™ Bronze As of 09/26/2023 Analyst-Driven %: 100 Data Coverage %: 100 Category: Derivative Income Read Morningstar Medalist Rating disclosure Jump to a fund

JEPI's portfolio consists of 134 holdings, with its top 10 holdings accounting for only 14.69% of its total assets. JEPI Top Holdings ... I'm holding JEPI and have been happy with the dividends ...JEPI. Who should buy and who should not buy: If you can time the market better than institutions or warren buffet, then go ahead and buy growth ETFs or growth stocks. You need to sell at the right time to realized profits. If you cant time the market well and prefer a consistent good monthly dividends and also capturing 70-80% of a bull market ...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

Best Companies to Own Best ETFs Guide to 529 ... it still faces significant tail risk—albeit by a fixed amount less than holding the equity sleeve alone. To JEPI’s credit, ...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 ...

Find JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) top 10 holdings and sector breakdown by %. ... Holdings and Sector Allocations. Follow $48.90 0.04 (+0.09%) 4:00 PM 12/01/23.Sep 26, 2023 · More JEPI Holdings Current Portfolio Date Nov 30, 2023; Equity Holdings 116; Bond Holdings 0; Other Holdings 20 % Assets in Top 10 Holdings 16.1; Top 10 Holdings % Portfolio Weight Market Value ... By Holdings Channel Staff, updated Monday, November 27, 5:15 PM In total we count 863 hedge funds holding JEPI as of their latest 13F filing, but among those we've sorted out just the top ten hedge funds holding JEPI by largest position size, and presented them here in slideshow format.A list of the top 50 institutional holders of JEPI. There is a long list of 872 institutional holders of JEPI 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 JEPI by largest to smallest position reported in the institutional investor's latest 13F filing.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 3.2

View the top holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI). Plus view geographic exposure, currency exposure, sector …

JEPI's Top 50 Holdings. Fund Visualizer . Fund Visualizer . Fund Visualizer . Fund Visualizer . JEPI owns 111 companies, some of the best blue-chips on earth.

The average holding of JEPI typically has a beta of 0.7 and the fund itself has a beta of 0.61 which means the average holding of JEPI is 30% less ... Below are the top 7 holdings of JEPQ and ...JEPI offers an attractive yield of 9.13%. The ETF has an AUM of $30.33 billion and an expense ratio of 0.35%. Moreover, according to TipRanks’ unique ETF analyst consensus, JEPI is a Moderate ...Fidelity InvestmentsLearn everything about JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Free ratings, analyses, holdings, benchmarks, quotes, and news.In the world of budgeting, it isn’t common to factor how much a car sells for into the equation. However, doing so isn’t a bad idea for several reasons. Most people don’t drive their vehicles until they no longer run whatsoever.Looking at the top 10 holdings and sector breakdown below, you will see JEPQ has much more exposure to the top holdings and the technology sector whereas JEPI was more diversified. JEPQAs you can see, the two ETFs only share Coca-Cola Co amongst their top 10 holdings. SCHD and JEPI are similar with their top 2 sector exposure being to financials and industrials, but after that ...

Case in point, JEPI currently sports a 30-day SEC yield of 8.48% and a 12-month rolling dividend yield of 11.04%, while JEPQ clocks in at 10.75% and 12.86% respectively. JEPQ vs JEPI: The VerdictJEPI'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 ...View the real-time JEPI price chart on Robinhood and decide if you want to buy or sell commission-free. Other fees such as trading (non-commission) fees, ... Top 10 Holdings (16.24% of total assets) As of November 22, 2023. Name Symbol % Assets. Amazon AMZN 1.77%. Microsoft MSFT 1.77%. Adobe ADBE 1.75%. Progressive PGR 1.68%.JEPI - J.P. Morgan Exchange ... These institutions hold a total of 254,842,588 shares. Largest shareholders include Morgan Stanley, Bank Of America Corp /de/, Jpmorgan Chase & Co, Wells Fargo & Company/mn, JNBAX - JPMorgan Income Builder Fund Class A, Advisor Group Holdings, Inc., Royal Bank Of Canada, UBS Group AG, Envestnet …Top 10 Holdings. Find JPMorgan Equity Premium Income ETF (JEPI) top 10 holdings and sector breakdown by %.

JEPQ Website. So JEPI uses active stock selection to get further away from S&P 500 where it needs to whereas JEPQ is still sticking to its benchmark. Finally JEPI sells calls on the S&P 500 while ...Learn everything about JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Free ratings, analyses, holdings, benchmarks, quotes, and news.

Nov 17, 2023 · The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five ... JEPI is further diversified in that its top 10 holdings make up just 17.6% of the fund, ... Below, you can take a look at JEPI’s top 10 holdings using TipRanks’ holdings tool.VYM News. 4 weeks ago - These dividend stocks and ETFs have healthy yields that can lift your portfolio - Market Watch 5 weeks ago - VettaFi Voices On: Finding Income - ETF Trends 6 weeks ago - 4 Dividend ETFs That Are 'Best in Class' - Barrons 2 months ago - VettaFi Voices On: Risk Management in an Uncertain Economy - ETF …Click to enlarge. JEPI top five holdings as of 31 March 2023. Data source: JEPI. Notwithstanding, JEPI investors can still have conviction over its managers' selection, benefiting from their ...Its top 10 holdings make up a minuscule 17.5% of the fund. Below is an overview of JEPI’s top holdings, using TipRanks’ holdings tool, which gives investors a birds-eye view of key data about ...JPMorgan Equity Premium Income ETF JEPI: NYSE Arca. Last Price Today's Change Bid /Size Ask /Size Today's Volume ; $54.69 +0.11 (0.20%) $54.67 /3 : $54.75 /5 : 1,521,954 Below Avg. As of close 11/24/2023: ... *These holdings are reported on a different schedule than portfolio statistics and there may be variations in the data.VIX futures contracts can be highly volatile and the Fund may experience sudden and large losses when buying selling or holding such instruments. VIX futures ...The average holding of JEPI typically has a beta of 0.7 and the fund itself has a beta of 0.61 which means the average holding of JEPI is 30% less ... Below are the top 7 holdings of JEPQ and ...

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.

SCHD Dividend Information. SCHD has a dividend yield of 3.65% and paid $2.62 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Sep 20, 2023. Dividend Yield. 3.65%. Annual Dividend. $2.62. Ex …

Top 10 Percentage. 25.16%. 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 …Oct 9, 2023 · As of this writing, JEPI holds 196 positions with its largest holding, Amazon , making up 1.61% of the portfolio and the top 10 positions in the fund have a 15.38% weighting overall. JEPI Holdings ... 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.JPMorgan Equity Premium Income ETF JEPI: NYSE Arca. Last Price Today's Change Bid /Size Ask /Size Today's Volume ; $54.69 +0.11 (0.20%) $54.67 /3 : $54.75 /5 : 1,521,954 Below Avg. As of close 11/24/2023: ... *These holdings are reported on a different schedule than portfolio statistics and there may be variations in the data.SCHD Dividend Information. SCHD has a dividend yield of 3.65% and paid $2.62 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Sep 20, 2023. Dividend Yield. 3.65%. Annual Dividend. $2.62. Ex …ZKTA. New dividend investor. • 6 mo. ago. Believe it is around ~$50 a month now just from JEPI but I have some other smaller positions that bump it up more, not quite $100 total a month yet. Looking to contribute more to other positions once I …JEPQ has a similar approach to its investment strategy as JEPI. ... As of 1/13/23, JEPQ had 50.24% of its net assets tied to its top 10 holdings. I downloaded the entire roster of holdings and ...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 ...JEPI and JEPQ are two of the most popular income ETFs in the market today and with good reason. Both have high yields, with JEPI yielding 9.3% and JEPQ 11.1%. JEPQ has outperformed the S&P 500 ...JEPI 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 ...SCHD News. 27 days ago - Making the case for Bitcoin (BTC) to SCHD ETF investors - Invezz 4 weeks ago - These dividend stocks and ETFs have healthy yields that can lift your portfolio - Market Watch 5 weeks ago - Schwab US Dividend Equity (SCHD): Something is about to break - Invezz 6 weeks ago - 4 Dividend ETFs That Are 'Best in …

Xalles Holdings News: This is the News-site for the company Xalles Holdings on Markets Insider Indices Commodities Currencies StocksAs of writing this (10/23/23), JEPI’s year-to-date total return has been 3.05% — with shares of the ETF having traded down -3.62%, closing the day at $52.50 per share. Compare this now to the ...Top 10 Holdings. JPMorgan Equity Premium Income ETF ETF holdings by MarketWatch. View ...Instagram:https://instagram. fidelity assetsis anthem insurance goodroth catch up contributionautomated trading for beginners Management guidance for post-tax 2.5% to 4% long-term yields. A 3.25% effective yield is a lot less impressive than a 12% one and certainly not something you should go "all in on," as some ... oxidental stockrinc stock JEPI is suitably diversified, with 116 holdings, and its top 10 positions make up just 17.5% of assets. Below is a look at JEPI’s top holdings using TipRanks’ holdings tool. As you can see, this is a nice list of some of the U.S.’s top dividend stalwarts. Consumer staples mainstays like Coca-Cola, Pepsi, Colgate-Palmolive, and Hershey are ...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). what is a good platform for day trading JEPI. Who should buy and who should not buy: If you can time the market better than institutions or warren buffet, then go ahead and buy growth ETFs or growth stocks. You need to sell at the right time to realized profits. If you cant time the market well and prefer a consistent good monthly dividends and also capturing 70-80% of a bull market ...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). $ ...