Jepi stock holdings.

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 ...Do not wish to have more than 2 % of the portfolio in any fund or stock. Jepi has provided monthly dividends in an acceptable range so regardless of the expense ratio the fund serves its purpose ...Current Portfolio Date Nov 30, 2023; Equity Holdings 116; Bond Holdings 0; Other Holdings 20 % Assets in Top 10 Holdings 16.1The 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, and ...Web

Sep 26, 2023 · Current Portfolio Date Nov 30, 2023; Equity Holdings 116; Bond Holdings 0; Other Holdings 20 % Assets in Top 10 Holdings 16.1 Fidelity InvestmentsJEPI utilizes a two-pronged strategy. Its core portfolio is built mostly from S&P 500 stocks that centers around undervalued stocks and exhibits lower volatility than the broader market.Web

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.Funds Holding JEPI (via 13F filings). Quarter to view: Current Combined 13F ... Stock Lookup. Enter stock name: use * for wildcard.

Passive income investors can own a diverse, S&P 500-focused investment portfolio for a low cost (0.35% net expense fee ratio). The ETF's current dividend yield of 11% outperforms the running ...Lastly, note that JEPI and JEPQ are run by the same team of portfolio managers. JEPQ’s “Magnificent” Portfolio JEPQ holds 81 stocks, and its top 10 holdings account for 58.7% of assets.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 ...All holdings as of date 12/01/23 Displaying 1 - 100 of 104. VERIZON COMMUNICATIONS INC Fund Data. AMGEN INC Fund Data. BROADCOM INC Fund Data. COCA-COLA Fund Data. ABBVIE INC Fund Data. PEPSICO INC …The JPMorgan Equity Premium Income ETF ( JEPI) is a good choice for passive income investors because it provides a low-cost, diversified stock portfolio with an 11.7% dividend yield. Cathy Wood's ...

While JEPI’s top holdings are populated by stocks from steady, defensive, but lower-growth industries like consumer staples and financials, JEPQ features a heavy focus on the tech sector. The fund is fairly well-diversified with 78 holdings, although JEPQ’s top 10 holdings make up 53.3% of assets, mirroring the composition of other Nasdaq ...

Fidelity Investments

Dec 29, 2022 · The portfolio that JEPI owns has an average 1-year beta of 0.66. That means that for every 1% move in the broad market, JEPI's equity portfolio moves by 0.66%, on average. 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. For instance ...Aug 25, 2023 · JEPI is further diversified in that its top 10 holdings make up just 17.6% of the fund, so it doesn’t leave investors overexposed to just one or two stocks. In fact, no position has a weighting ... If you’re just getting started, tracking investments might seem like a mystery. Thankfully, modern tools and technology make it easier than ever to figure out how to manage your stock portfolio and to track it. This quick guide gives you ti...What’s more, is that JEPI’s portfolio is more diverse, and despite being exposed to 135 holdings, its 10 largest holdings account only for the ~16% weight of the overall portfolio. JEPI also ...The JPMorgan Equity Premium Income ETF (JEPI) has seen exceptional demand from investors this year. With $10.7 billion of year-to-date inflows and $28.8 billion in assets under management (up from ...WebTop 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.

JEPI – JPMorgan Equity ... Stocks Funds ETFs Bonds Investing Ideas Best Investments Christine Benz’s Portfolios ... More JEPI Holdings Current Portfolio Date Oct 31, 2023; …Explore JEPQ for FREE on ETFdb.com: Price, Holdings, Charts, Technicals, Fact Sheet, News, and more. ... JEPI JPMorgan Equity Premium Income ETF SCHD Schwab US Dividend ... View More Large Cap Blend Equities ETFs. Popular Topics. ETFs. SPY Visual History Of The S&P 500 QQQ Stocks Kicked Out Of The NASDAQ-100 …Track J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF (JEPI) Stock Price, Quote, latest community messages, chart, news and other stock related information. Share your ideas and get valuable insights from the community of like minded traders and investorsJEPI is a diversified fund with 116 holdings, and its top holdings make up just 16.7% of assets. The holdings are heavily comprised of large, U.S.-based dividend payers from relatively defensive ...WebMar 7, 2023 · JEPI’s Holdings 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. ... JEPI is an ETF that invests in 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 Adobe. See the full list of holdings and their percentages on the web page.This strategy owns an equity portfolio that resembles the Nasdaq-100 Index while systematically selling one-month calls on the index to generate distributable income. The manager writes 30-delta ...

View the latest JPMorgan Equity Premium Income ETF (JEPI) stock price and news, and other vital information for better exchange traded fund investing.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 ...

Oct 9, 2023 · Holdings & Strategy. 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 ... The JPMorgan Equity Premium Income ETF seeks current income while maintaining prospects for capital appreciation. Sep Oct Nov 51.5 52 52.5 53 53.5 54 54.5 55 55.5 Price ($)It holds 118 stocks, and its top 10 holdings make up just 17.5% of assets. Below, you can take a look at JEPI’s top 10 holdings using TipRanks' holdings tool. Note that, like many of the ETFs ...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 ...JEPI is further diversified in that its top 10 holdings make up just 17.6% of the fund, so it doesn’t leave investors overexposed to just one or two stocks. In fact, no position has a weighting ...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.JEPI's lesser-known cousin is the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), which employs a similar strategy but tracks a much different underlying portfolio of stocks. Here’s how I ...JEPQ’s Top Holdings . While JEPI’s top holdings are populated by stocks from steady, defensive, but lower-growth industries like consumer staples and financials, JEPQ features a heavy focus on ...NOBL News. 4 weeks ago - These dividend stocks and ETFs have healthy yields that can lift your portfolio - Market Watch 2 months ago - 6 Dividend Growth ETFs to Buy - Kiplinger 2 months ago - Sector Allocation Matters for Portfolio Dividend Yield - ETF Trends 6 months ago - Chart of the Week: Are There Financials in Your ETFs? - ETF …Web

JEPI Holdings Market Screener Sectors | JEPI U.S.: NYSE Arca JPMorgan Equity Premium Income ETF Watch list NEW Set a price target alert After Hours Last Updated: …

JEPI Performance - Review the performance history of the JPMorgan Equity Premium Income ETF to see it's current status, yearly returns, and dividend history.

APPLE INC COMMON STOCK 8.5 MICROSOFT CORP COMMON 8.8 Sectors (%) Other 17.1 Utilities 1.1 Real Estate 0.3 Information Technology 40.3 Industrials 3.7 Health Care 5.9 Financials 2.3 Energy 0.4 Consumer Staples 5.5 Consumer Discretionary 11.5 Communication Services 13.1 Portfolio Analysis EPS Growth 12.98 12.45 Turnover ratio (trailing 12 162.00 -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, and ...WebMore JEPI Holdings Current Portfolio Date Oct 31, 2023; Equity Holdings 0; Bond Holdings 0; Other Holdings 2 % Assets in Top 10 Holdings 99.6; Top 10 Holdings % Portfolio Weight Market Value USDThe fund invests in American large-cap stocks but doesn't limit itself to high-dividend payers. Instead, you'll find tech giants like Microsoft, Amazon, and Alphabet in its top 10 holdings ...ex/eff date type cash amount declaration date record date payment dateThe net asset value of JEPI is primarily determined by the earnings and dividend performance of high-quality S&P 500 stocks. As a result, I anticipate that JEPI will deliver better NAV performance ...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. Expenses Comparison - VOO Clear Winner. VOO is an incredibly cheap fund, with a 0.03% expense ratio. JEPI is a comparatively more expensive fund, with a 0.35% expense ratio. JEPI's expenses are ...Invesco QQQ Trust, Series 1. $363.37 -4.83 -1.31%. Investors may trade in the Pre-Market (4:00-9:30 a.m. ET) and the After Hours Market (4:00-8:00 p.m. ET). Participation from …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 ... JEPQ's portfolio is dominated by technology stock holdings and - prior to the A.I. driven technology stock boom of 2023, JEPI was significantly outperforming JEPQ.

Jun 22, 2023 · JEPI's lesser-known cousin is the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), which employs a similar strategy but tracks a much different underlying portfolio of stocks. Here’s how I ... Furthermore, it has a well-diversified portfolio. JEPI's portfolio consists of 134 holdings, with its top 10 holdings accounting for only 14.69% of its total assets. ... I/we have no stock, ...Sep 26, 2023 · Learn how it impacts everything we do. JEPI Portfolio - Learn more about the JPMorgan Equity Premium Income ETF investment portfolio including asset allocation, stock style, stock... INTU:NSQ. +46.68%. 1.43%. Per cent of portfolio in top 10 holdings: 15.49%. Data delayed at least 15 minutes, as of Nov 17 2023 21:15 GMT. Data Provided …Instagram:https://instagram. currency options brokersbest banking app 2023does robinhood have shiba inuunderstanding candlesticks Compare ETFs JEPI and QYLD on performance, AUM, flows, holdings, costs and ESG ratings. michael jordan rookie card signeda mark precious metals inc 2-iyn, 2023 ... ... JEPI, and the JP Morgan Nasdaq Equity Premium Income ETF, ticker JEPQ ... MPW Stock Analysis: Why I'm BUYING Medical Properties Trust! Deep Dive ... autozn 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 ...JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF Stock - Stock Price, Institutional Ownership, Shareholders (NYSE) ... Wells Fargo & Company/mn, JNBAX - JPMorgan Income Builder Fund Class A, Advisor Group Holdings, Inc., Royal Bank Of Canada, UBS Group AG, Envestnet Asset Management Inc, and …