Key stats
About JPMorgan Nasdaq Equity Premium Income ETF
Expense ratio
0.35%
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Inception date
May 3, 2022
JEPQ actively and significantly invests in US large-cap stocks comprising its benchmark, the Nasdaq-100 Index, while pursuing lower volatility. The fund may also invest up to 20% of the portfolio in equity-linked notes (ELNs) issued by counterparties, including banks, broker-dealers or their affiliates, to provide additional income. In managing the fund, a proprietary investment approach is utilized wherein data insights, such as fundamental research, company fundamentals, and alternative data from public disclosures are extracted, processed, analyzed, and combined, in order to identify securities with attractive valuations. The advisor also assesses risks by analyzing potential threats and evaluates the impact of environmental, social and governance (ESG) factors on individual securities. Due to its active nature, the fund may still invest in other equity securities not included in the benchmark as the advisor deems fit.
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Miscellaneous
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.