ETF Versus

JEPI

JPMorgan Equity Premium Income ETF

JPMorgan · US Covered Call

Expense Ratio
0.35%
AUM
$44.9B
Yield
8.30%

JPMorgan Equity Premium Income ETF (JEPI) is an exchange-traded fund issued by JPMorgan that provides exposure to us covered call securities. It charges an above-average expense ratio of 0.35%. The fund offers a high dividend yield of 8.30%. Launched in 2020, the fund has a 6-year track record.

Performance Chart

Indexed to 100 at start (5-year comparison)

85 90 95 100 105 110 2021-04 2022-07 2023-10 2025-01 2026-04
JEPI -1.1%

Returns

1M
-0.7%
3M
-1.2%
6M
+1.8%
YTD
+0.4%
1Y
+7.7%
3Y
+5.5%
5Y
-1.1%

Top Holdings

# Name Ticker Weight
1 Howmet Aerospace Inc. HWM 1.69%
2 Ross Stores, Inc. ROST 1.67%
3 NextEra Energy, Inc. NEE 1.64%
4 Johnson & Johnson JNJ 1.62%
5 EOG Resources, Inc. EOG 1.59%
6 RTX Corporation RTX 1.56%
7 Eaton Corporation plc ETN 1.51%
8 Trane Technologies plc TT 1.51%
9 Alphabet Inc. GOOGL 1.49%
10 AbbVie Inc. ABBV 1.49%

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