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JEPI
FollowFigures below come straight from SEC filings: every number is the company's own, on the record.
Revenue
-
Net income
-
as filed with the SEC
Institutions holding
1,412
-2 last quarter
Overview · JPMorgan Equity Premium Income ETF
The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Standard & Poor’s 500 Total Return Index (S&P 500 Index) and (2) through equity-linked notes (ELNs), selling call options with exposure to the S&P 500 Index.
Fund profile
Fees
0.35% expense ratio ; higher than 69% of the 77 funds we track
Total return · dividends reinvested
| Window | This fund | S&P 500 (SPY) |
|---|---|---|
| YTD | +3.2% | +13.3% |
| 1 year | +6.8% | +17.5% |
| 3 years | +32.4% | +83.1% |
| 5 years | +42.2% | +84.1% |
From split- and dividend-adjusted closes in our own price store. Dashes mean our price history does not reach that far back.
Holdings
129 constituents synced ; the look-through in your portfolio uses this fund's real holdings.
Why there is no desk report here: the analyst desk argues over a company's own SEC filings, and funds do not file 10-Ks or earnings. Signals computed from price history still apply; the evidence-based desk does not.
What history says when its signals fire
Every signal Moneyta surfaces carries its full base-rate history: how often it beat the index, and how often it didn't. See the evidence
The desk's Snapshot
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Seven analysts, the debate, the risk review, every claim cited. And the same for every name you hold.
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The full desk report
Seven AI analysts read the filings and argue both sides. What survives, with every claim cited, for members.
Who holds it, who's buying Gold
Full holder table, quarter-over-quarter flows, insider transactions, and the conviction screen.
Largest holder
Net flow last quarter
Insider buys, 90d
Further reading
Source: SEC EDGAR (XBRL company facts, form 13F-HR). Educational analysis of published data: insight, not advice.