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JPMorgan Nasdaq Equity Premium Income ETF

JEPQ - US stocks

JEPQ is an actively-managed fund which seeks to generate income by investing in US stocks in the NASDAQ 100 Index which have low volatility and which appear undervalued, and through investments in equity-linked notes which provide the economic exposure of the US stock market and written (sold) call options. The fund is appropriate for investors seeking long-term income. JEPI is subject to equity market risk, and risk that its security selection process underperforms the broader market. Additionally, the options exposure of the equity-linked notes provides income, but limits the upside potential of the fund relative to the US stock market, and exposes investors to counterparty risk.

JEPQ isn’t eligible for Tax-Loss Harvesting, since we can’t find a viable alternate fund.

  • Price
    $54.38
    as of 04:00 PM EDT, 05/24/2024
  • Risk rating
    High
    We base risk ratings on the volatility, or the size and frequency of price fluctuations, of the investment. Typically, a more volatile investment has a higher risk rating.
  • Expense ratio
    0.35%
    The percentage of fund assets used to cover operating expenses and management fees.
  • 52-week high
    $54.53
    The highest share price in the past year.
  • 52-week low
    $44.95
    The lowest share price in the past year.
  • Dividend yield
    8.80%
    The average percentage of dividends paid relative to the share price over the past year.
  • Net assets
    $13.62B
    The total value of all assets held by the fund.
  • Volume
    2,789,592
    The average trading volume over the past 90 days.

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