JEPQJPMorgan Nasdaq Equity Premium Income ETF
JEPQ Fund Description
JEPQ is an actively-managed fund of US large-cap companies from the Nasdaq-100 Index, assessed and managed using ESG factors and a proprietary data science driven investment approach. The fund also invests in ELNs in seeking income generation.
JEPQ Factset Analytics Insight
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.
JEPQ Summary Data
JEPQ Portfolio Data
JEPQ Index Data
JEPQ Portfolio Management
JEPQ Tax Exposures
JEPQ Fund Structure
JEPQ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of JEPQ. JEPQ is rated a N/A out of 5.
JEPQ Sector/Industry Breakdown
JEPQ Economic Development
JEPQ Performance Statistics
JEPQ Benchmark Comparison Summary
JEPQ Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.