JEPI JPMorgan Equity Premium Income ETF

15

NYSE ARCA | ETF

Price
$56.77
Decreased by -1.61%
Dollar volume (20D)
340.69 M
ADR%
0.98
Technology - 18.62%Healthcare - 14.64%Industrials - 13.82%Consumer Cyclicals - 12.22%Financial Services - 10.83%Consumer Defensive - 8.93%Utilities - 6.13%Communication Services - 6.07%Real Estate - 3.55%Energy - 3.38%Basic Materials - 1.80%
Technology - 18.62%
Healthcare - 14.64%
Industrials - 13.82%
Consumer Cyclicals - 12.22%
Financial Services - 10.83%
Consumer Defensive - 8.93%
Utilities - 6.13%
Communication Services - 6.07%
Real Estate - 3.55%
Energy - 3.38%
Basic Materials - 1.80%

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 1.72%
ROST Ross Stores Inc Consumer Cyclical Apparel Retail 1.65%
NEE Nextera Energy Inc Utilities Utilities - Regulated Electric 1.64%
HWM Howmet Aerospace Inc Industrials Aerospace & Defense 1.63%
RTX Raytheon Technologies Corp Industrials Aerospace & Defense 1.59%
ABBV AbbVie Inc Healthcare Drug Manufacturers - General 1.57%
EOG EOG Resources Inc Energy Oil & Gas E&P 1.56%
ADI Analog Devices Inc Technology Semiconductors 1.48%
PEP PepsiCo Inc Consumer Defensive Beverages - Non-Alcoholic 1.47%
WMT Walmart Inc. Common Stock Consumer Defensive Discount Stores 1.46%
NVDA NVIDIA Corporation Technology Semiconductors 1.45%
YUM Yum! Brands Inc Consumer Cyclical Restaurants 1.45%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 1.44%
TT Trane Technologies plc Industrials Building Products & Equipment 1.44%
ETN Eaton Corporation PLC Industrials Specialty Industrial Machinery 1.41%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 1.40%
MCD McDonald’s Corporation Consumer Cyclical Restaurants 1.37%
AAPL Apple Inc Technology Consumer Electronics 1.37%
MSFT Microsoft Corporation Technology Software - Infrastructure 1.36%
AVGO Broadcom Inc Technology Semiconductors 1.36%
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