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 $45.68B 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 1.41%. The 1-year return is 6.62% and the 5-year return is 7.04%. JEPI dividend yield stands at 8.16%, paid monthly.
JEPI top holdings include Microsoft Corp (2.1%), Nvidia Corp (2.0%), Apple, Inc (1.9%), Meta Platforms Inc (1.9%), Jpmorgan Prime Money (1.9%). 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.