JPMorgan Nasdaq Equity Premium Income ETFJEPQ
JEPQ
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
521% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 28
226% more repeat investments, than reductions
Existing positions increased: 391 | Existing positions reduced: 120
74% more call options, than puts
Call options by funds: $18.7M | Put options by funds: $10.8M
38% more capital invested
Capital invested by funds: $6.29B [Q3] → $8.68B (+$2.38B) [Q4]
35% more funds holding in top 10
Funds holding in top 10: 34 [Q3] → 46 (+12) [Q4]
22% more funds holding
Funds holding: 603 [Q3] → 736 (+133) [Q4]
2.25% less ownership
Funds ownership: 38.57% [Q3] → 36.32% (-2.25%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for JEPQ.
Financial journalist opinion
Based on 22 articles about JEPQ published over the past 30 days
Positive
Yahoo Finance
3 hours ago
ETF flows suggest investors are still confident in markets: Advisor
The S&P 500 (^GSPC) declined in the first 100 days of President Trump's second term, but exchange-traded funds (ETFs) inflows show that investors are embracing ETFs to invest amid market volatility. TMX VettaFi head of research Todd Rosenbluth sits down with Madison Mills and Freedom Capital Markets chief global strategist Jay Woods to discuss recent inflows into ETFs that mirror the major indexes, as well as fixed income options.
Positive
24/7 Wall Street
2 days ago
5 Monthly Dividend Stocks I'm Buying Now
Not only do monthly yielding stocks help smooth out the chaos impacting your holdings, but they also offer reliable monthly payouts.
Positive
ETF Trends
2 days ago
An Awarding-Winning Options-Based Active ETF
U.S.-listed actively managed ETFs gathered nearly $300 billion in 2024, representing 26% share of the industry's record cash haul. This was more than double the inflows for the prior year and a nearly four-fold increase from three years earlier.
Negative
Seeking Alpha
3 days ago
What I Wish I Knew Before Investing In High-Yield Stocks
Why some 'safe' 10%+ yields can quietly destroy your portfolio. The hidden dangers lurking inside high-dividend covered call ETFs. How to build an unstoppable dividend machine, while avoiding costly traps.
Positive
Seeking Alpha
6 days ago
MCN: Outperformed By Peers Like JEPQ
XAI Madison Equity Premium Income Fund offers a high dividend yield of 13.7% but struggles with sustaining distributions and NAV growth. MCN's covered call strategy provides income but limits growth, leading to underperformance compared to peers like JEPQ and JEPI. The fund's price trades at a discount to NAV, potentially making it an attractive entry point despite concerns about distribution sustainability.
Positive
Seeking Alpha
1 week ago
Invest In 6 Funds For A Potential $5,000 Monthly Income
The market is highly volatile, but it also offers opportunities. Building a fund-based portfolio with ETFs offers diversification and low maintenance. With the right funds, we can achieve high income, growth, capital conservation, and reduced volatility. The proposed portfolio of just 6 funds targets a 6% yield, providing $5,000 monthly income on a $1 million investment.
Positive
Seeking Alpha
1 week ago
JEPQ: High-Yield Plus Tech Exposure
The JPMorgan Nasdaq Equity Premium Income ETF offers a buying opportunity due to the recent tech stock sell-off, providing potential for long-term capital growth and income from covered call strategies. This ETF is heavily invested in leading U.S. tech companies, including the 'magnificent 7' stocks with Apple, Microsoft, and Nvidia making up nearly half of the ETF's top ten investments. JEPQ generates monthly dividend income through a call writing strategy, making it attractive for income-focused investors. The yield has most recently surged to ~12%.
Positive
ETF Trends
1 week ago
JPMorgan's Maier Sees Paradigm Shift to Active Management in ETFs
JPMorgan Chief ETF Strategist Jon Maier spoke with VettaFi at the Exchange conference last month in Las Vegas. He offered his thoughts on the rise of actively managed ETFs and what investors should be concerned with.
Negative
Seeking Alpha
1 week ago
Why Most Dividend Retirement Strategies Fail: How To Retire With Dividends
Most high-yield strategies are ticking time bombs. Don't get wiped out when the next downturn hits. Discover the only portfolio blend that can deliver sustainable and rising dividends through inflation, recessions, and even currency collapse.
Positive
24/7 Wall Street
2 weeks ago
5 High-Yield Dividend Stock ETFs to Buy and Hold Forever
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today.
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