JEPI ETF
JPMorgan Equity Premium Income ETF
JEPI ETF Overview
JEPI ETF (JPMorgan Equity Premium Income ETF) is managed by J.P. Morgan Asset Management with $45.49B in net assets. JEPI expense ratio is 0.35%, holding 271 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2020-05-20.
JEPI performance shows a YTD return of 5.36%. The 1-year return is 8.15% and the 5-year return is 7.04%. JEPI dividend yield stands at 7.93%, paid monthly.
JEPI top holdings include Microsoft Corp (2.0%), Meta Platforms Inc (1.9%), Apple, Inc (1.9%), Amazon.Com Inc (1.9%), Mastercard Inc (1.8%). Go to all JEPI holdings, JEPI sectors, or JEPI dividends.
JEPI can be compared against other funds. Use JEPI overlap to find shared positions, or JEPI vs another fund for a side-by-side view. JEPI alternatives are available via the screener, along with tax-loss harvesting opportunities.