Dividend & Income Equity ETFs
JEPI — JPMorgan Equity Premium Income ETF
JPMorgan · Active — no index · since 2020
Low-volatility equities plus written call options. Monthly income, capped upside.
- Expense ratio
- 0.35%
- AUM
- $41.2B
- Dividend yield
- 7.9%
- 1Y return
- +8.4%
- 3Y ann.
- +9.1%
- 5Y ann.
- +10.4%
- 10Y ann.
- —
- Since inception
- —
Top holdings
- Progressive1.90%
- Trane Technologies1.80%
- Mastercard1.70%
- Microsoft1.70%
- Visa1.60%
135 total holdings · 17.0% in the top 10