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JEPQJPMorgan Nasdaq Equity Premium Income ETF

Grow my moneyGet income#195 of 1640 for Get income

Seeks current income while maintaining prospects for capital appreciation.

JPMorgan · Since 2022 (4 years)

Annual Cost

0.35%

#1517 out of 5,332 ETFs

Fund Size

$34.3B

#89 out of 5,332 ETFs

Dividend Yield

11.11%

Track Record

4 years

#2765 out of 5,332 ETFs

Performance

1 Year

+29.4%

3 Years

+22.3%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
large
Factor
dividend

Asset allocation

Stocks
80.0%
Convertible
17.0%
Cash
2.9%

Sector breakdown

Technology
50.9%
Communication
15.7%
Consumer Cyclical
13.1%
Consumer Defensive
7.9%
Healthcare
5.3%
Industrials
3.4%
Utilities
1.4%
Basic Materials
1.1%
Other
1.2%

Top holdings

NVIDIA CorpNVDA7.4%
Apple IncAAPL6.4%
Alphabet Inc Class CGOOG5.1%
Microsoft CorpMSFT4.8%
Amazon.com IncAMZN4.0%
Meta Platforms Inc Class AMETA3.0%
Tesla IncTSLA2.6%
Walmart IncWMT2.5%
Broadcom IncAVGO2.2%
Netflix IncNFLX2.1%

Risk profile

Volatility (1Y)

11.8%

Moderate

Max drawdown

-20.1%

Worst peak-to-trough loss

Sharpe (3Y)

1.18

Excellent risk-adjusted returns

Sortino (3Y)

1.72

Good downside protection

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Data updated on 2026-05-05