Jepi top holdings.

AT&T Inc. 16.57. +0.27. +1.66%. In this article, we will take a look at the 10 best dividend ETFs in 2023. To see more such companies, go directly to 5 Best Dividend ETFs in 2023. Dividend stocks ...JEPI is well-diversified, with holdings spread out across 115 U.S.-based stocks. Its top 10 holdings make up a mere 17.1% of assets, and no individual stock makes up more than 1.97% of the fund.Top holdings of JEPI · ABBV AbbVie Inc 1.61% · PGR Progressive Corp 1.60% · HSY The Hershey Co 1.52% · PEP PepsiCo Inc 1.46% · MA Mastercard Inc Class A 1.45% · MSFT ...It owns 181 stocks, and its top 10 holdings account for just 7.9% of holdings, so there is no concentration risk here. Below, you’ll find an overview of PAPI’s top 10 holdings using TipRanks ...

As 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 ...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, ...

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 volatile than S&P 500 and JEPI is 39% less ...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 ...

Nov 28, 2022 · SPY’s median market cap is $170.9 billion and JEPI’s is $103.5 billion. Due to the indexing method and focus on large caps, a lot of their holdings also overlap (and we will detail this later ... The fund is extremely diversified in that its top 10 holdings account for just 17.5% of assets. This reduces the risk of having too much exposure to just a handful of stocks. JEPI’s top holding ...Learn everything you need to know about JPMorgan Equity Premium Income ETF (JEPI) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if ... Nov 30, 2023 · JEPI is an ETF that tracks the performance of a portfolio of high-quality, dividend-paying stocks. As of Oct 30, 2023, it held 133 stocks with a total weight of 52.62%. The top 10 holdings are Amazon, Microsoft, Progressive, Adobe, UnitedHealth, Mastercard, CME, Visa, AbbVie, Intuit and Costco. 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 ...

Aug 13, 2021 · The five "SPX" holdings listed in JEPI's top 10 represent ELNs from large banks, mainly running at ~3.3% of assets. Together with the five big cap names the top 10 holdings comprise ~24% of JEPI's ...

AT&T Inc. 16.57. +0.27. +1.66%. In this article, we will take a look at the 10 best dividend ETFs in 2023. To see more such companies, go directly to 5 Best Dividend ETFs in 2023. Dividend stocks ...

Most minivans have a fuel tank that can hold between 15 and 20 gallons of gas. The number of gallons of gas a minivan holds depends on the make and model of the minivan.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.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 ...Moves in the fund’s top holdings Coinbase Global Inc. and Roku Inc., which are both up more than 60%, respectively, ... (JEPI) — money continues to pour in. ...Get the the holdings for JPMorgan Equity Premium Income ETF (JEPI). 100% free, no signups. Get 20 years of historical data for JEPI. ... JEPI Top Holdings # NAME TICKER SECTOR/INDUSTRY % OF ASSETS; 1. Microsoft Corporation: MSFT: Technology - Software - Infrastructure: 1.76%: 2.JEPI is well-diversified, with holdings spread out across 115 U.S.-based stocks. Its top 10 holdings make up a mere 17.1% of assets, and no individual stock makes up more than 1.97% of the fund.JEPI is an ETF that tracks the performance of a portfolio of high-quality, dividend-paying stocks. As of Oct 30, 2023, it held 133 stocks with a total weight of 52.62%. The top 10 holdings are Amazon, Microsoft, Progressive, Adobe, UnitedHealth, Mastercard, CME, Visa, AbbVie, Intuit and Costco.

JEPI'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 ...Learn everything you need to know about JPMorgan Equity Premium Income ETF (JEPI) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if ...For performance current to the most recent month-end, please call 1-800-338-4345. 12-month rolling yield is shown for all asset classes with the exception of fixed …The Next Best Thing. Since 2021, JEPI has proven to continually accomplish its investment objective of delivering incremental income to its investors with the potential for capital appreciation ...JEPI. A Closer Look At The Top 5 Holdings AbbVie . AbbVie is the new top position within JEPI. The company had the top selling drug in the world in Humira for a number of years. But in 2023, the ...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 ...

A list of holdings for VXUS (Vanguard Total International Stock ETF) with details about each stock and its percentage weighting in the ETF.The turnover rate is 18%. JPMorgan Equity Premium Income ETF (JEPI)'s Total Assets is $28.85 Bil , Total Liabilities is $996.16 Mil , Net Assets is $27.86 Bil . In JPMorgan Equity Premium Income ETF (JEPI)'s current portfolio as of 2023-06-30, the top 5 holdings are Adobe Inc (ADBE), Amazon.com Inc (AMZN), Microsoft Corp (MSFT), Mastercard Inc ...

Feb 11, 2023 · JEPI costs more. Find out which is the better buy at the moment. ... Furthermore, its top 10 holdings only make up 15.42% of its total holdings, which is significantly less than the percentage ... The following are the pivot points for the SPDR Dow Jones Industrial Average ETF Trust. Pivot High: $349.825,... The following are the pivot points for the SPDR S&P 500 ETF Trust. Pivot High: $452.17, Pivot Low:... The following are the pivot points for the Invesco QQQ Trust. Pivot High: $387.945, Pivot Low: $385.165.Jul 19, 2023 · JEPI. Looking above at the top 10 holdings, you can see that all the positions are rather close in terms of exposure, with the top position only accounting for 1.75% of the fund and that stock is ... 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.They correspond to the five "SPX" holdings listed in JEPI's top 10, mainly running at 3.3% of assets. Together with the five giant cap names, the top 10 holdings comprise ~24% of JEPI's portfolio.In 2023, JEPI is trailing the S&P 500 by about 10% and the Global X S&P 500 Covered Call ETF (XYLD), a loosely comparable fund, by a more modest 3%.Comparative performance for a unique fund like ...Feb 11, 2023 · JEPI costs more. Find out which is the better buy at the moment. ... Furthermore, its top 10 holdings only make up 15.42% of its total holdings, which is significantly less than the percentage ...

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

All holdings as of date 12/01/23 Displaying 1 - 100 of 104. VERIZON COMMUNICATIONS INC Fund Data AMGEN INC Fund Data. BROADCOM INC ... BEST BUY INC : 086516101 : BBY : 3,124,468 : 0.45% $221.6M : KELLANOVA : 487836108 ...

The current volatility for JPMorgan Equity Premium Income ETF (JEPI) is 1.57%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 2.19%. This indicates that JEPI experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a …The top 10 holdings of Berkshire Hathaway's main stock portfolio make up 87% of its assets. Additionally, New England Asset Management has a knack for owning some of its stocks for decades, ...JEPI's top 10 holdings include small amounts, 1.56% to 1.67%, of familiar large cap stocks Bristol-Myers Squibb , AbbVie , Progressive , Coca-Cola , and Hershey , but also include Equity ...1.43%. Accenture PLC Class A. ACN. 1.43%. View Top Holdings and Key Holding Information for JPMorgan Equity Premium Income ETF (JEPI).Find the latest JPMorgan Equity Premium Income ETF (JEPI) stock quote, history, news and other vital information to help you with your stock trading and investing.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 VerdictTop 10 Percentage. 26.22%. 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 get access to the all ETF's smart score and filters. Top 15 Holdings New. J.P. Morgan Nasdaq Equity Premium Income ETF Symbol Symbol Holding Holding % Assets % Assets N/A: EQUITY OTHER: 14.81%: MSFT: Microsoft Corporation: 8.96%: ... JEPI JPMorgan Equity Premium Income ETF SCHD Schwab US Dividend Equity ETF IWD iShares Russell 1000 Value ETFJEPI's top 10 holdings include small amounts, 1.44% to 1.64%, of familiar large cap stocks Bristol Myers Squibb, United Health, Progressive, Coca-Cola, and Hershey, but also includes an Equity ...

JEPI’s top holding, Adobe, accounts for under 2% of assets. Below is an overview of JEPI’s top 10 holdings using TipRanks’ holdings tool. JEPI’s top holdings are a mix of high-flying technology stocks like Adobe, Amazon, and Microsoft paired with reliable, long-time dividend payers like Pepsico and Hershey.The Next Best Thing. Since 2021, JEPI has proven to continually accomplish its investment objective of delivering incremental income to its investors with the potential for capital appreciation ...JEPI: No Longer An Income-Focused Investor's Only Holdings, It's Time To Play Offense. The JPMorgan Equity Premium Income ETF is a wildly popular ETF in the options-based ETF market with more than $29 billion in assets under management — and for good reason. The ETF boasts a healthy 9.9...JEPI has a dividend yield of 9.14% and paid $4.98 per share in the past year. The dividend is paid every month and the last ex-dividend date was Nov 1, 2023. Dividend Yield. 9.14%. Annual Dividend. $4.98. Ex-Dividend Date. Nov 1, 2023. Payout Frequency.Instagram:https://instagram. dall e 3 image generatortsla report earningsstock peg6 month treasury bonds JPMorgan Equity Premium Income ETF (JEPI) is a popular choice for income investors, offering a high distribution yield of 10.2%. JEPI is an actively managed ETF with a low expense ratio of 0.35% ... best commercial real estate loanscarr us Most minivans have a fuel tank that can hold between 15 and 20 gallons of gas. The number of gallons of gas a minivan holds depends on the make and model of the minivan. best future options to buy today Jan 18, 2023 · 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 ... While SOXX makes Nvidia its top holding due to its semiconductor investment universe, BOTZ is an AI-focused ETF from Global X that features Nvidia as its second-largest holding, with a 9.4% weighting.