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JPMorgan · Covered Call Income

JEPI JPMorgan Equity Premium Income ETF

Price
$55.41
Expense
0.350%
AUM
$44.24B
Yield
NAV
$55.34
Inception
May 20, 2020

5-year normalized growth

Top holdings

HoldingWeight
AVGO Broadcom Inc.1.78%
ROST Ross Stores, Inc.1.72%
AMZN Amazon.com, Inc.1.70%
AAPL Apple Inc.1.68%
HWM Howmet Aerospace Inc.1.66%
NVDA NVIDIA Corporation1.64%
GOOGL Alphabet Inc.1.64%
ETN Eaton Corporation plc1.57%
ABBV AbbVie Inc.1.53%
EOG EOG Resources, Inc.1.53%
MSFT Microsoft Corporation1.52%
TT Trane Technologies plc1.51%
NEE NextEra Energy, Inc.1.51%
JNJ Johnson & Johnson1.51%
PM Philip Morris International Inc.1.39%
MMM 3M Company1.38%
RTX RTX Corporation1.38%
V Visa Inc.1.37%
MDLZ Mondelez International, Inc.1.34%
AXP American Express Company1.33%
DIS The Walt Disney Company1.33%
CDNS Cadence Design Systems, Inc.1.32%
YUM Yum! Brands, Inc.1.31%
MA Mastercard Incorporated1.31%
PEP PepsiCo, Inc.1.30%

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About

The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.