JEPI · JPMorgan Equity Premium Income ETF

128 holdings · expense ratio 0.35% · top 10 = 15.9% · concentration score 17.6/100 · holdings as of 2026-06-30 · SEC N-PORT data (~60-day lag)

Top 25 holdings

#HoldingWeight
1ABBV1.72%
2HWM1.68%
3JNJ1.66%
4IE00B8KQN8271.62%
5IE00BK9ZQ9671.60%
6LRCX1.56%
7NVDA1.52%
8AAPL1.52%
9ROST1.51%
10GOOGL1.50%
11NEE1.48%
12VRTX1.46%
13AMZN1.46%
14EOG1.45%
15MMM1.42%
16RTX1.42%
17V1.41%
18AXP1.39%
19YUM1.38%
20PM1.34%
21LOW1.33%
22MA1.33%
23AVGO1.32%
24CDNS1.29%
25MSFT1.28%

Sector split

Unclassified
19.9%
Information Technology
14.2%
Health Care
12.5%
Consumer Discretionary
10.3%
Industrials
9.7%
Financials
8.0%
Consumer Staples
7.6%
Communication Services
5.4%
Utilities
4.8%
Real Estate
2.7%
Energy
2.0%
Materials
1.7%

What has changed

Between March 2026 and June 2026, from 2 months on record:

March 2026June 2026Change
Largest holdingJNJ1.7%ABBV1.7%changed hands
Top 10 holdings15.7%15.9%+0.2pp
Positions published120128+8

JEPI's largest position changed from JNJ to ABBV over this window. The two weights are not compared, because they belong to different companies.

One point per month, taken from the issuer's published holdings file. Tracking began March 2026 — figures from before then were not retained.

Overlaps most with

SWPPX · 33%FXAIX · 32%VV · 32%FZROX · 32%TSPC · 31%VFIAX · 31%

Share of each fund held in common, by weight, after looking through both.

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Holdings from SEC N-PORT filings, as of 2026-06-30. Weights are fractions of the fund. Check it against its SEC filings. Diagnostics, not advice — x-ray your whole portfolio.