JEPAX
JPMorgan Equity Premium Income A
1W: -1.0%
1M: -2.2%
3M: -1.4%
YTD: -1.9%
1Y: -0.6%
3Y: +23.3%
5Y: +29.6%
$13.95
+0.04 (+0.29%)
Weekly Expected Move ±1.0%
$14
$14
$14
$14
$14
Similar ETFs
20 peers by holdings overlap (120 holdings)
JHQAX
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56.6%
Shared93 holdings
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JLPSX
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IBALX
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HAVGX
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JUEAX
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Shared43 holdings
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DFEOX
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Shared396 holdings
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HLIEX
JPMorgan Equity Income Fund I Class
42.2%
Shared50 holdings
Total87
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DFQTX
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PBAIX
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Shared217 holdings
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LKBAX
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Shared46 holdings
Total55
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JABAX
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38.7%
Shared41 holdings
Total66
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DLCEX
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38.6%
Shared39 holdings
Total51
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EQTIX
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38.4%
Shared51 holdings
Total134
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SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
37.5%
Shared103 holdings
Total500
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JAGIX
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Shared36 holdings
Total68
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FFA
First Trust Enhanced Equity Income Fund
36.1%
Shared49 holdings
Total62
AUM$444M
Price$22.21
NEIAX
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Shared103 holdings
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FXAIX
Fidelity 500 Index Fund
35.9%
Shared103 holdings
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SVSPX
State Street S&P 500 Index Fund Class N
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Shared103 holdings
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USBLX
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Shared97 holdings
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Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEPAX | $5.0B | 104 | 16.0% | 18.5 | 4.7 | 3.7 | 28.3% | 19.8% | 1.66% | +19.1% | +20.9% | 61.8 | 6.4 |
| JHQAX | $18.8B | 155 | 37.8% | 15.2 | 4.1 | 3.9 | 30.9% | 26.0% | 1.36% | +22.0% | +37.7% | 60.0 | 6.3 |
| JLPSX | $3.8B | 259 | 42.6% | 10.5 | 3.2 | 3.3 | 35.4% | 31.2% | 1.16% | +23.1% | +39.2% | 60.9 | 6.4 |
| IBALX | $1.5B | 162 | 24.5% | 15.4 | 4.3 | 4.2 | 32.3% | 27.1% | 1.28% | +23.8% | +41.6% | 60.3 | 6.3 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| JUEAX | $34.1B | 55 | 45.3% | 17.6 | 5.1 | 4.3 | 33.5% | 24.4% | 1.16% | +19.9% | +35.1% | 59.0 | 6.6 |
| DFEOX | $41.8B | 2563 | 218.4% | 14.2 | 3.8 | 3.6 | 30.0% | 25.0% | 1.40% | +18.5% | +34.4% | 55.8 | 6.3 |
| HLIEX | $42.6B | 87 | 23.2% | 14.8 | 3.5 | 2.9 | 25.6% | 19.4% | 2.22% | +18.7% | +26.9% | 53.4 | 6.4 |
| DFQTX | $38.8B | 2666 | 213.8% | 13.2 | 3.5 | 3.4 | 29.8% | 25.5% | 1.42% | +16.9% | +33.7% | 55.6 | 6.3 |
| PBAIX | $6.0B | 1021 | 95.8% | 14.8 | 2.0 | 1.9 | 14.4% | 12.5% | 1.76% | +22.4% | +39.6% | 55.5 | 6.2 |
| LKBAX | $105M | 55 | 56.8% | 14.7 | 3.7 | 3.2 | 28.1% | 22.0% | 1.63% | +16.4% | +25.7% | 60.2 | 6.4 |