JEPSX Mutual Fund

JEPSX Mutual Fund (JPMorgan Equity Premium Income Fund Class R5) is managed by J.P. Morgan Asset Management with $466,280.27 in net assets. JEPSX expense ratio is 0.45%, holding 120 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2018-08-31.

JEPSX performance shows a YTD return of 4.36%. The 1-year return is 10.07% and the 5-year return is 7.28%. JEPSX dividend yield stands at 7.42%, paid monthly.

JEPSX 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 JEPSX holdings, JEPSX sectors, or JEPSX dividends.

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