JPMorgan 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 $42.21B in net assets.
Top-10 holdings represent 41.6% of net assets.
Covered-Call Income base · ETF wrapper · 11.41% 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. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use JEPQ in our tools
Tool · Look-through
See what JEPQ actually holds, in a portfolio
Add your other funds and weights; every underlying position is summed across the basket.
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
Find a tax-loss harvesting partner for JEPQ
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | NVIDIA Corp. | 6.59% |
| 2 | Apple, Inc. | 5.74% |
| 3 | Micron Technology, Inc. | 5.50% |
| 4 | Alphabet, Inc. | 4.98% |
| 5 | Microsoft Corp. | 3.84% |
| 6 | Advanced Micro Devices, Inc. | 3.81% |
| 7 | Amazon.com, Inc. | 3.62% |
| 8 | Lam Research Corp. | 2.85% |
| 9 | Tesla, Inc. | 2.36% |
| 10 | Meta Platforms, Inc. | 2.35% |
Compare JEPQ with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
Open JEPQ at a brokerage
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.