JEPI JPMorgan Equity Premium Income ETF

78

NYSE ARCA | ETF

Price
$57.52
Decreased by -0.43%
Dollar volume (20D)
270.36 M
ADR%
0.76
Technology - 19.95%Healthcare - 14.40%Financial Services - 13.12%Industrials - 13.04%Consumer Cyclicals - 12.17%Consumer Defensive - 7.90%Communication Services - 6.90%Utilities - 5.06%Real Estate - 3.19%Energy - 2.14%Basic Materials - 2.12%
Technology - 19.95%
Healthcare - 14.40%
Financial Services - 13.12%
Industrials - 13.04%
Consumer Cyclicals - 12.17%
Consumer Defensive - 7.90%
Communication Services - 6.90%
Utilities - 5.06%
Real Estate - 3.19%
Energy - 2.14%
Basic Materials - 2.12%

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities and (2) through equity-linked notes (ELNs),selling call options with exposure to the fund"s primary benchmark, the Standard & Poor"s 500 Total Return Index (the Benchmark).

The resulting Fund is designed to provide investors with total return through capital appreciation and income, while exposing investors to lower volatility than the broadU. S. large cap market and also providing incremental income.

Top 20 Holdings

Asset Name Sector Industry Weight
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 1.67%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 1.66%
ADI Analog Devices Inc Technology Semiconductors 1.60%
ROST Ross Stores Inc Consumer Cyclical Apparel Retail 1.60%
ABBV AbbVie Inc Healthcare Drug Manufacturers - General 1.59%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 1.54%
MA Mastercard Inc Financial Services Credit Services 1.51%
AAPL Apple Inc Technology Consumer Electronics 1.51%
MSFT Microsoft Corporation Technology Software - Infrastructure 1.49%
V Visa Inc. Class A Financial Services Credit Services 1.47%
NVDA NVIDIA Corporation Technology Semiconductors 1.45%
NEE Nextera Energy Inc Utilities Utilities - Regulated Electric 1.42%
WMT Walmart Inc. Common Stock Consumer Defensive Discount Stores 1.42%
HWM Howmet Aerospace Inc Industrials Aerospace & Defense 1.41%
LOW Lowe's Companies Inc Consumer Cyclical Home Improvement Retail 1.40%
MMM 3M Company Industrials Conglomerates 1.39%
RTX Raytheon Technologies Corp Industrials Aerospace & Defense 1.37%
MDT Medtronic PLC Healthcare Medical Devices 1.37%
AVGO Broadcom Inc Technology Semiconductors 1.37%
NOW ServiceNow Inc Technology Software - Application 1.36%
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