JEPI JPMorgan Equity Premium Income ETF

89

NYSE ARCA | ETF

Price
$57.43
Increased by +0.33%
Dollar volume (20D)
260.21 M
ADR%
0.64
Technology - 17.76%Healthcare - 15.27%Industrials - 14.42%Consumer Cyclicals - 12.54%Financial Services - 10.75%Consumer Defensive - 9.34%Communication Services - 6.78%Utilities - 5.56%Energy - 2.87%Real Estate - 2.84%Basic Materials - 1.88%
Technology - 17.76%
Healthcare - 15.27%
Industrials - 14.42%
Consumer Cyclicals - 12.54%
Financial Services - 10.75%
Consumer Defensive - 9.34%
Communication Services - 6.78%
Utilities - 5.56%
Energy - 2.87%
Real Estate - 2.84%
Basic Materials - 1.88%

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
MA Mastercard Inc Financial Services Credit Services 1.75%
AAPL Apple Inc. Technology Consumer Electronics 1.74%
ROST Ross Stores Inc Consumer Cyclical Apparel Retail 1.74%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 1.70%
ABBV AbbVie Inc Healthcare Drug Manufacturers - General 1.69%
HWM Howmet Aerospace Inc Industrials Aerospace & Defense 1.67%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 1.63%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 1.58%
NVDA NVIDIA Corporation Technology Semiconductors 1.57%
MMM 3M Company Industrials Conglomerates 1.56%
EOG EOG Resources Inc Energy Oil & Gas E&P 1.52%
TT Trane Technologies plc Industrials Building Products & Equipment 1.52%
NEE Nextera Energy Inc Utilities Utilities - Regulated Electric 1.52%
RTX RTX Corporation Industrials Aerospace & Defense 1.50%
V Visa Inc. Class A Financial Services Credit Services 1.47%
PM Philip Morris International Inc Consumer Defensive Tobacco 1.45%
MSFT Microsoft Corporation Technology Software - Infrastructure 1.41%
AVGO Broadcom Inc Technology Semiconductors 1.38%
VRTX Vertex Pharmaceuticals Inc Healthcare Biotechnology 1.37%
ETN Eaton Corporation PLC Industrials Specialty Industrial Machinery 1.36%
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