Fund report

US-listed

JEPQ

Seeks current income while maintaining prospects for capital appreciation.
JPMorgan Nasdaq Equity Premium Income ETF
J.P. Morgan Asset Management

111 holdings as of 2026-06-30 · top 10 = 41.6% · TER 0.35% · P/E 30.8

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Concentration
Concentratedtop 10 = 41.6%
diversifiedconcentrated
GROWTH · NAV (USD)rebased to 0%
Holdings
111
as of 2026-06-30
Top 10
41.6%
TER
0.35%
cheaper than 67% of peers
Net assets
US$40.7B
Largest
6.6%
P / E
30.8
covers 78% by weight
01Overview
the fund's regulatory facts
Fund currency
USD
First listed
2022-05-03
Volatility 1Y
15.0%
Tracked index
Nasdaq-100 Index
How it tracks
Actively managed
02Valuation and performance
market price return · as of 2026-09-11
1M
-0.4%
3M
-0.1%
6M
+5.7%
YTD
+2.9%
1Y
+6.0%
Valuation91 companies covered · weighted, profitable holdings only
30.8
price / earnings
MethodologyCompany-data coverageThe rest is 4% loss-making companies, which carry no P/E by the positive-earner convention; 18% bonds, cash or other non-equity; 1% cannot be reliably linked to the financial and market data used in this analysis. We exclude uncertain matches rather than estimate them.
3.1%
MethodologyEarnings yieldP/E is price over earnings; earnings yield is the reverse, earnings over price, and reads like a bond yield. P/E covers only the profitable holdings, since a loss-making company has no meaningful P/E. Earnings yield counts the loss-makers too, so it covers more of the fund and can fall below zero when the holdings lose money overall.
covers 82% by weight
9.31
price / book
covers 70% by weight

Computed from company filings and reported position values. MethodologyPortfolio valuationComputed by us from each company's own financial statements and the position values funds report, currency-adjusted and weighted harmonically. P/E covers profitable holdings only. Book value uses the most recent reported quarter.. Not investment advice.

03Holdings
50 largest · as of 2026-06-30
#CompanyIdentifierWeight
1NVIDIA CORP USNVDA
6.6
2Apple Inc USAAPL
5.7
3Micron Technology Inc USMU
5.5
4ALPHABET INC-CL C USGOOG
5.0
5Microsoft Corp USMSFT
3.8
6ADVANCED MICRO DEVICES USAMD
3.8
7AMAZON.COM INC USAMZN
3.6
8LAM RESEARCH CORPORATION USLRCX
2.8
9TESLA INC USTSLA
2.4
10META PLATFORMS INC-CLASS A USMETA
2.3
11BROADCOM INC USAVGO
2.1
12SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY IESTX
1.9
13WALMART INC. USWMT
1.8
14Intel Corp USINTC
1.6
15MARVELL TECHNOLOGY, INC. USMRVL
1.4
16CISCO SYSTEMS, INC. USCSCO
1.3
17Applied Materials Inc USAMAT
1.3
18NETFLIX INC USNFLX
1.2
19Palo Alto Networks Inc USPANW
1.2
20Costco Wholesale Corp USCOST
1.1
21Citigroup Global Markets Holdings, Inc. USUS17333N8469
1.1
22Toronto-Dominion Bank (The) CAUS89112B3015
1.1
23BNP Paribas Issuance BV NLUS09656N8671
1.1
24Royal Bank of Canada CAUS78017W5360
1.1
25ASML HOLDING NV EUR 0.09 ADR NLASML
1.1
26BNP Paribas Issuance BV NLUS09656N8754
1.1
27Royal Bank of Canada CAUS78017W5774
1.1
28Toronto-Dominion Bank (The) CAUS89112B2934
1.1
29ANALOG DEVICES, INC. USADI
1.1
30Citigroup Global Markets Holdings, Inc. USUS17333N6307
1.1
31Toronto-Dominion Bank (The) CAUS89112B3197
1.1
32Royal Bank of Canada CAUS78017W5519
1.1
33Goldman Sachs Bank USA USUS38152A4590
1.1
34BNP Paribas Issuance BV USUS09656N8184
1.0
35BNP Paribas Issuance BV NLUS09656N8424
1.0
36Citigroup Global Markets Holdings, Inc. USUS17333N6638
1.0
37Citigroup Global Markets Holdings, Inc. USUS17333N7545
1.0
38JPMorgan Prime Money Market Fund USUS46637K8449
0.9
39SANDISK CORPORATION USSNDK
0.9
40Texas Instruments Inc USTXN
0.8
41PALANTIR TECHNOLOGIES INC-A USPLTR
0.8
42CROWDSTRIKE HOLDINGS INC - A USCRWD
0.8
43TERADYNE INC USTER
0.7
44Linde PLC IELIN
0.7
45Pepsico, Inc. USPEP
0.7
46Booking Holdings Inc USBKNG
0.7
47JPMorgan Securities Lending Money Market Fund USUS46645V6424
0.6
48INTUITIVE SURGICAL, INC. USISRG
0.6
49CSX Corporation USCSX
0.6
50Vertex Pharmaceuticals Inc USVRTX
0.6
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04Exposure
Equity 82.2%Cash 1.5%Other 16.3%
By sector
Technology50.1%
Communication Services9.7%
Consumer Cyclical9.1%
Consumer Defensive4.8%
Healthcare3.3%
Industrials2.2%
Utilities0.9%
Materials0.7%
Financial Services0.4%
Energy0.3%
Real Estate0.2%
By country
USUnited States84.5%
CACanada7.0%
NLNetherlands5.2%
IEIreland3.0%
GBUnited Kingdom0.4%
KYCayman Islands0.1%
CurrencyUSD 84.5% EUR 8.2% CAD 7.0% GBP 0.4%
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JEPI
Curated comparison
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