Jepi fact sheet
Web13.99% Annualized Returns As at March 31, 2024 1 month 4.75% 3 months 6.15% 6 months 16.27% year to date 6.15% 1 year -18.43% inception * -11.12% Performance 1 since February 2024 1 Value of $10,000 invested in HYLD and the Vanguard S&P 500 Index ETF (CAD-hedged) (VSP) since inception, as at March 31, 2024. Source: Bloomberg, Hamilton ETFs WebFact Sheet February 28, 2024 JPMorgan Equity Premium Income ETF Ticker:JEPI Designed to provide current income while maintaining prospects for capital appreciation. Approach …
Jepi fact sheet
Did you know?
WebMar 9, 2024 · Parent. Above Average by Jeffrey Schumacher Dec 1, 2024. A well-resourced, thoughtful, and disciplined steward of client assets, JPMorgan Asset Management maintains an Above Average Parent ... Web)xqgdphqwdov (iihfwlyh'xudwlrq \uv
WebJEPI is an actively-managed fund which seeks to generate income by investing in US stocks which have low volatility and which appear undervalued, and through investments in …
WebMar 31, 2024 · The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. The Index equally weights stocks in the financials sector of the S&P 500 ® Index. The Fund and the Index are rebalanced quarterly. as of 02/28/2024 Morningstar Rating ™ Overall Rating - Financial Category WebThere is no growth data available. Portfolio Holdings JEPI More JEPI Holdings Current Portfolio Date Apr 5, 2024 Equity Holdings 116 Bond Holdings 0 Other Holdings 20 % …
WebFind the latest JPMorgan Equity Premium Income ETF (JEPI) stock quote, history, news and other vital information to help you with your stock trading and investing.
WebApr 12, 2024 · Explore SCHD for FREE on ETF Database: Price, Holdings, Charts, Technicals, Fact Sheet, News, and more. Explore SCHD for FREE on ETF Database: Price, Holdings, Charts, Technicals, Fact Sheet, News, and more. ... JEPI: 0.35% $23.8 B 5 M 2.75% Top YTD Performer QQMG: 0.20% $9.6 M 3,334 17.58% Alternative ETFs in the FactSet Equity: U.S. … name change airlinesWebDec 10, 2024 · The JPMorgan Equity Premium Income ETF ( NYSEARCA: JEPI) is an ETF that is focused on providing premium income to investors via a monthly dividend while trying to expose investors to less risk... name change ahpraWebApr 11, 2024 · JPMorgan Equity Premium Income ETF: (JEPI) (Real Time Quote from BATS) As of Apr 11, 2024 10:46 AM ET Add to portfolio $54.60 USD +0.15 (0.28%) Volume: … name change agencyWebFUND FACTS Ticker DIVO CUSIP 032108409 Distribution Schedule Monthly Inception Date 12/14/2016 Number of Equity Holdings 22 Expense Ratio 0.55% PORTFOLIO MANAGEMENT Kevin Simpson and Josh Smith, CFA Capital Wealth Planning, LLC (CWP) Based on risk adjusted returns among 80 funds in the Derivative Income category (as of 03/31/23) name change alameda countyWebFund story December 31, 2024 Also available ETF: JEPI Delivering income in innovative ways The Equity Premium Income Fund provides diverse opportunities to earn income from both dividends and options premiums. A unique feature of this fund is the monthly payout of all income earned — so what you earn is what you keep. name change after marriage serviceWebApr 4, 2024 · In a nutshell, JEPI is holding a basket of low-volatility stocks selected from the S&P 500 Index (the largest 500 U.S. companies), on which it sells covered call options via … name change alabama social securityWebApr 11, 2024 · JEPI JPMORGAN EQUITY PREMIUM INCOME ETF Asset Class Median; Volume (10-Day Avg) AS OF 04/10/2024: 4.2M: 7.7M: 1 Month Market Total Return AS OF … medusky \\u0026 company inc honolulu