Price alert —
Sign in to get a one-time email the moment JEPI crosses your price. Free accounts included.
Sign in / create a free accountPrice chart
Loading…
Latest bar · JEPI
Momentum reads · latest daily barGreen means room to run, red means stretched — the reads re-read live as you switch the chart's timeframe. MFI(14) is a volume-weighted money-flow read: above 80 = overbought, below 20 = oversold.
Top holdings
| Ticker | Name | Weight | |
|---|---|---|---|
| ABBV | AbbVie Inc | 1.73% |
|
| HWM | Howmet Aerospace Inc | 1.69% |
|
| JNJ | Johnson & Johnson | 1.66% |
|
| ETN | Eaton Corp PLC | 1.63% |
|
| TT | Trane Technologies PLC Class A | 1.61% |
|
| LRCX | Lam Research Corp | 1.56% |
|
| NVDA | NVIDIA Corp | 1.52% |
|
| AAPL | Apple Inc | 1.52% |
|
| ROST | Ross Stores Inc | 1.51% |
|
| GOOGL | Alphabet Inc Class A | 1.51% |
|
| — | Everything else | 84.06% |
|
Click any ticker to open its own chart page.
Sector / asset mix
Sector weightings
Asset split
Fund profile
Expense ratio is the annual cost of holding the fund; distribution yield is what it pays out.
Compare JEPI vs peers
Line JEPI up against up to 4 peers (5 tickers total) across ~30 metrics and get one weighted 0-100 verdict — best in green, worst in red. Peers also overlay on the chart above as rebased % lines, or flip the chart to the 2×2 grid for side-by-side mini charts.
Add tickers to compare with JEPI
~30 metrics across Snapshot, OdysseyHQ zone, Valuation, Growth, Quality, Technicals, Sentiment, and Risk — with a weighted score and a one-line read on each.
About JEPI
The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities and (2) through equity-linked notes (ELNs),selling call options with exposure to the fund’s primary benchmark, the Standard & Poor’s 500 Total Return Index (the Benchmark). The resulting Fund is designed to provide investors with total return through capital appreciation and income, while exposing investors to lower volatility than the broad U.S. large cap market and also providing incremental income.