JEPI JPMorgan Equity Premium Income ETF

85

NYSE ARCA | ETF

Price
$57.67
Increased by +0.40%
Dollar volume (20D)
312.41 M
ADR%
0.87
Technology - 19.12%Healthcare - 14.69%Financial Services - 13.14%Industrials - 13.08%Consumer Cyclicals - 11.71%Consumer Defensive - 8.34%Communication Services - 7.06%Utilities - 5.23%Real Estate - 3.38%Energy - 2.20%Basic Materials - 2.04%
Technology - 19.12%
Healthcare - 14.69%
Financial Services - 13.14%
Industrials - 13.08%
Consumer Cyclicals - 11.71%
Consumer Defensive - 8.34%
Communication Services - 7.06%
Utilities - 5.23%
Real Estate - 3.38%
Energy - 2.20%
Basic Materials - 2.04%

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

Top 20 Holdings

Asset Name Sector Industry Weight
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 1.75%
ABBV AbbVie Inc Healthcare Drug Manufacturers - General 1.69%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 1.67%
NEE Nextera Energy Inc Utilities Utilities - Regulated Electric 1.53%
MSFT Microsoft Corporation Technology Software - Infrastructure 1.53%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 1.51%
NVDA NVIDIA Corporation Technology Semiconductors 1.50%
AAPL Apple Inc Technology Consumer Electronics 1.50%
HWM Howmet Aerospace Inc Industrials Aerospace & Defense 1.48%
MA Mastercard Inc Financial Services Credit Services 1.47%
ROST Ross Stores Inc Consumer Cyclical Apparel Retail 1.45%
WMT Walmart Inc Consumer Defensive Discount Stores 1.44%
V Visa Inc. Class A Financial Services Credit Services 1.43%
MDT Medtronic PLC Healthcare Medical Devices 1.42%
MMM 3M Company Industrials Conglomerates 1.41%
YUM Yum! Brands Inc Consumer Cyclical Restaurants 1.39%
RTX Raytheon Technologies Corp Industrials Aerospace & Defense 1.39%
TT Trane Technologies plc Industrials Building Products & Equipment 1.39%
SO Southern Company Utilities Utilities - Regulated Electric 1.38%
PEP PepsiCo Inc Consumer Defensive Beverages - Non-Alcoholic 1.34%
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