JEPQJPMorgan Nasdaq Equity Premium Income ETF

Issuer： J.P. Morgan Asset Management · Type： ETF
Positioning： High Income & Growth
Coverage / Underlying
US large-cap growth (Nasdaq-100 style) with equity premium (covered-call) overlay
Listed at: 2022-05-03
Expense ratio: 0.35%
Strategy brief
Actively managed equity-income ETF holding Nasdaq-100 style growth stocks and selling call options via ELNs.
Dividend TTM (last 12M)
10.58% / annualized

Uses recent cash distributions relative to price; focuses on cash-flow strength.

Dividend strengthHigh
Capital growth (price / total return)
10.87% / annualized

Summarises the asset’s long-term price trend; higher values look more growth-like.

Growth strengthHigh
Erosion (using principal?)

Checks whether total return can support the payout, to flag if distributions may be coming from principal.

Erosion riskNo
Stability (volatility experience)

Blends beta, volatility and drawdowns to show how stable or shaky the experience is.

StabilityLow
Based on latest month: 2026-02
Data sufficiency
Latest window: sufficientSome months: insufficient

Historical signals Last 3 years · Monthly

Distribution of signals (income, growth, erosion, stability) in the last 3 years. For month-by-month detail, open the table dialog below.

Metrics history Last 3 years · Monthly

Shows how a metric evolved over the last 3 years. Switch metrics below. For month-by-month detail, open the table dialog on the bottom-right.