JEPCX Mutual Fund

JEPCX Mutual Fund (JPMorgan Equity Premium Income Fund Class C) is managed by J.P. Morgan Asset Management with $330.9M in net assets. JEPCX expense ratio is 1.34%, holding 120 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2018-08-31.

JEPCX performance shows a YTD return of 3.82%. The 1-year return is 9.10% and the 5-year return is 6.33%. JEPCX dividend yield stands at 6.60%, paid monthly.

JEPCX top holdings include Johnson & Johnson - Common (1.8%), Ross Stores, Inc. (1.7%), Eog Resources Inc (1.7%), Nextera Energy Inc. (1.7%), Howmet Aerospace Inc. (1.6%). Go to all JEPCX holdings, JEPCX sectors, or JEPCX dividends.

JEPCX can be compared against other funds. Use JEPCX overlap to find shared positions, or JEPCX vs another fund for a side-by-side view. JEPCX alternatives are available via the screener, along with tax-loss harvesting opportunities.