Jpmorgan Nasdaq Equity Etf Profile
| JEPQ Etf | USD 58.27 0.16 0.28% |
PerformanceGood
| Odds Of DistressLow
|
JPMorgan Nasdaq is selling at 58.27 as of the 16th of February 2025; that is 0.28 percent increase since the beginning of the trading day. The etf's last reported lowest price was 58.1. JPMorgan Nasdaq has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. The performance scores are derived for the period starting the 17th of January 2025 and ending today, the 16th of February 2025. Click here to learn more.
The fund seeks to achieve this objective by creating an actively managed portfolio of equity securities comprised significantly of those included in the funds primary benchmark, the Nasdaq-100 Index , and through equity-linked notes , selling call options with exposure to the Benchmark. More on JPMorgan Nasdaq Equity
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JPMorgan Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Buywrite ETFs, Strategy ETFs, Derivative Income, JPMorgan (View all Sectors) |
| Issuer | JPMorgan |
| Inception Date | 2022-05-03 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 22.89 Billion |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Buywrite |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | J.P. Morgan Investment Management Inc. |
| Advisor | J.P. Morgan Investment Management Inc. |
| Custodian | JPMorgan Chase Bank |
| Distributor | JPMorgan Distribution Services, Inc. |
| Portfolio Manager | Hamilton Reiner, Eric Moreau, Andrew Stern |
| Transfer Agent | JPMorgan Chase Bank |
| Fiscal Year End | 31-Oct |
| Exchange | NASDAQ |
| Number of Constituents | 184 |
| Market Maker | Susquehanna |
| Total Expense | 0.35 |
| Management Fee | 0.35 |
| Country Name | USA |
| Returns Y T D | 4.17 |
| Name | JPMorgan Nasdaq Equity Premium Income ETF |
| Currency Code | USD |
| Open Figi | BBG016NKZDL5 |
| 200 Day M A | 55.1007 |
| 50 Day M A | 57.3379 |
| Code | JEPQ |
| Updated At | 15th of February 2025 |
| Currency Name | US Dollar |
| Type | ETF |
| 1y Volatility | 9.47 |
JPMorgan Nasdaq Equity [JEPQ] is traded in USA and was established 2022-05-03. The fund is listed under Derivative Income category and is part of JPMorgan family. The entity is thematically classified as Buywrite ETFs. JPMorgan Nasdaq Equity currently have 534.39 M in assets under management (AUM). , while the total return for the last year was 22.9%.
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Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on JPMorgan Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding JPMorgan Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as JPMorgan Nasdaq Equity Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top JPMorgan Nasdaq Equity Etf Constituents
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| INTC | Intel | Stock | Information Technology | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| AVGO | Broadcom | Stock | Information Technology | |
| ORCL | Oracle | Stock | Information Technology | |
| MSTR | MicroStrategy Incorporated | Stock | Information Technology | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
JPMorgan Nasdaq Equity Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in JPMorgan Nasdaq. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0808 | |||
| Jensen Alpha | 0.0756 | |||
| Total Risk Alpha | 0.0748 | |||
| Sortino Ratio | 0.0892 |
JPMorgan Nasdaq Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Nasdaq Equity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
The market value of JPMorgan Nasdaq Equity is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Nasdaq's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Nasdaq's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Nasdaq's market value can be influenced by many factors that don't directly affect JPMorgan Nasdaq's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Nasdaq's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Nasdaq is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Nasdaq's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.