JEPQ
Covered-Call IncomeJPMorgan Nasdaq Equity Premium Income ETF
JPMorgan · Tracks (actively managed — no index) · Inception May 3, 2022
Composite score
Based on a 0.35% expense ratio.
Based on $40.66B in net assets.
Top-10 holdings represent 40.0% of net assets.
Covered-Call Income base · ETF wrapper · 10.42% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
Use JEPQ in our tools
Tool · Cost
Compare JEPQ's fee against another fund
Compounds the 0.35% expense ratio against a peer over decades.
Tool · Overlap
Compare JEPQ's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Covered-Call Income funds.
Tool · TLH
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Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
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Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | NVIDIA Corp. | 7.34% |
| 2 | Apple, Inc. | 6.37% |
| 3 | Alphabet, Inc. | 5.09% |
| 4 | Microsoft Corp. | 4.81% |
| 5 | Amazon.com, Inc. | 4.01% |
| 6 | Meta Platforms, Inc. | 3.02% |
| 7 | Tesla, Inc. | 2.60% |
| 8 | Walmart, Inc. | 2.47% |
| 9 | Broadcom, Inc. | 2.23% |
| 10 | Netflix, Inc. | 2.07% |
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