JEPI vs QYLD vs NUSIRecovery with indexes of these high paying dividend etfs. NUSI doesn't quickly recover with index where JEPI does.
Key stats
About JPMorgan Nasdaq Equity Premium Income ETF
Home page
Inception date
May 3, 2022
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
JPMorgan Investment Management, Inc.
Distributor
JPMorgan Distribution Services, Inc.
JEPQ actively and significantly invests in US large-cap stocks comprising its benchmark, the Nasdaq-100 Index, while pursuing lower volatility. The fund may also invest up to 20% of the portfolio in equity-linked notes (ELNs) issued by counterparties, including banks, broker-dealers or their affiliates, to provide additional income. In managing the fund, a proprietary investment approach is utilized wherein data insights, such as fundamental research, company fundamentals, and alternative data from public disclosures are extracted, processed, analyzed, and combined, in order to identify securities with attractive valuations. The advisor also assesses risks by analyzing potential threats and evaluates the impact of environmental, social and governance (ESG) factors on individual securities. Due to its active nature, the fund may still invest in other equity securities not included in the benchmark as the advisor deems fit.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Retail Trade
Stock breakdown by region
Top 10 holdings
inverse H&S on $JEPQ / $QQQThis is going to be very similar to my idea on JEPI. JEPQ is almost identical but instead of being benchmarked against the SPX index like JEPI, JEPQ is benchmarked to the Nasdaq 100, or NDX. It has a very interesting construction where it mimics the return of the Nasdaq or more popularly known as QQ
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Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.