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JEPQ

JPMorgan Nasdaq Equity Premium Income ETF
1W: -4.1% 1M: -2.7% 3M: -2.1% YTD: +0.1% 1Y: +8.2% 3Y: +51.3%
$57.20
-0.54 (-0.94%)
 
Weekly Expected Move ±2.8%
$55 $56 $58 $60 $61
ETF NASDAQ · AUM $40.1B
Key Statistics
AUM$40.1B
Holdings94
Top 10 Wt41.7%
Volume8,711,143
Avg Volume7,016,368
Beta0.78
Portfolio Fundamentals
P/E37.0
P/B16.3
Div Yield0.56%
ROE49.5%
% Profitable78%
Inception2022-05-04
Sector Allocation
Technology 49.0%
Other 18.7%
Communication Services 9.7%
Consumer Cyclical 8.6%
Consumer Defensive 5.0%
Healthcare 3.4%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP COMMON STOCK NVDA 7.12% $2.8B 13,424,023
2 APPLE INC COMMON STOCK AAPL 6.91% $2.7B 8,096,163
3 ALPHABET INC-CL C - GOOG 4.72% $1.8B 5,767,950
4 MICRON TECHNOLOGY INC MU 4.59% $1.8B 1,944,069
5 MICROSOFT CORP COMMON MSFT 4.13% $1.6B 4,223,904
6 AMAZON.COM INC COMMON AMZN 3.70% $1.4B 6,226,729
7 ADVANCED MICRO DEVICES AMD 3.58% $1.4B 2,673,095
8 META PLATFORMS INC META 2.59% $1.0B 1,697,961
9 BROADCOM INC COMMON AVGO 2.25% $876.4M 2,294,679
10 LAM RESEARCH CORP COMMON LRCX 2.10% $820.6M 2,688,636

Recent Holding Changes

Date Holding Change Details
2026-07-27 MELI Changed 86716 → 87028
2026-07-27 TXN Changed 1149798 → 1154270
2026-07-27 MSTR Changed 149394 → 149914
2026-07-27 SNPS Changed 447666 → 449434
2026-07-27 XEL Changed 1442344 → 1447856

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms