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JEPI
ETFJPMORGAN EQUITY PREMIUM INCOME ETF
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Description
The JPMorgan Equity Premium Income ETF (JEPI) invests primarily in U.S. large‑cap equities, selecting lower‑volatility, value‑oriented stocks from the S&P 500 across a broad range of sectors. Its strategy combines an actively managed defensive equity portfolio with a systematic covered‑call (options‑overlay) program that writes out‑of‑the‑money calls to capture premium income and smooth returns. The fund seeks to deliver regular monthly distributions while reducing overall equity volatility, making it a potential fit for income‑oriented investors or those who want equity exposure with a more conservative risk profile.
Top Holdings
The largest holdings of JEPI by portfolio weight.
| Symbol | Name | Weight |
|---|---|---|
| MSFT | MICROSOFT CORP | 2.03% |
| JIMXX | JPMORGAN PRIME MONEY MARKET IM | 2.03% |
| NVDA | NVIDIA CORP | 1.95% |
| AAPL | APPLE INC | 1.91% |
| META | META PLATFORMS INC CLASS A | 1.88% |
| AMZN | AMAZON.COM INC | 1.84% |
| TT | TRANE TECHNOLOGIES PLC CLASS A | 1.84% |
| LRCX | LAM RESEARCH CORP | 1.76% |
| JNJ | JOHNSON & JOHNSON | 1.75% |
| MA | MASTERCARD INC CLASS A | 1.74% |
| GOOGL | ALPHABET INC CLASS A | 1.72% |
| NEE | NEXTERA ENERGY INC | 1.69% |
| MMM | 3M CO | 1.68% |
| ABBV | ABBVIE INC | 1.68% |
| AVGO | BROADCOM INC | 1.60% |
| EOG | EOG RESOURCES INC | 1.56% |
| ETN | EATON CORP PLC | 1.53% |
| V | VISA INC CLASS A | 1.46% |
| COST | COSTCO WHOLESALE CORP | 1.41% |
| LOW | LOWE'S COMPANIES INC | 1.39% |
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