JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
📎 Investment Objective
The J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ) seeks to provide current income and long-term capital appreciation by investing in a portfolio of Nasdaq-100 Index stocks and employing an options strategy to generate additional income.
Overview
ETF tracking J.P. Morgan Nasdaq Equity Premium Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ) seeks to provide current income and long-term capital appreciation by investing in a portfolio of Nasdaq-100 Index stocks and employing an options strategy to generate additional income.
🎯 Investment Strategy
JEPQ invests primarily in the stocks that make up the Nasdaq-100 Index, which includes 100 of the largest domestic and international non-financial companies listed on the Nasdaq Stock Market. The fund also utilizes an options strategy, selling call options on the Nasdaq-100 Index to generate additional income.
✨ Key Features
- Exposure to large-cap technology and growth stocks through the Nasdaq-100 Index
- Options strategy aims to generate additional income through call option premiums
- Potential for current income and long-term capital appreciation
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Sector concentration risk: The fund's focus on the technology sector makes it vulnerable to factors affecting that industry
- Options strategy risk: The options strategy may not generate the expected income or may result in losses
- Liquidity risk: The fund may have difficulty selling certain holdings, especially in volatile markets
👤 Best For
JEPQ may be suitable for investors seeking exposure to large-cap technology stocks with the potential for current income and long-term capital appreciation. The fund's options strategy may appeal to investors comfortable with the additional risks associated with options trading.
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