Jpmorgan Nasdaq Equity Etf Profile
| JEPQ Etf | USD 50.84 1.03 1.99% |
Performance5 of 100
| Odds Of DistressLess than 9
|
JPMorgan Nasdaq is selling at 50.84 as of the 19th of April 2024; that is -1.99 percent decrease since the beginning of the trading day. The etf's last reported lowest price was 50.65. JPMorgan Nasdaq has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for JPMorgan Nasdaq Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund seeks to achieve this objective by creating an actively managed portfolio of equity securities comprised significantly of those included in the funds primary benchmark, the Nasdaq-100 Index , and through equity-linked notes , selling call options with exposure to the Benchmark. More on JPMorgan Nasdaq Equity
Moving together with JPMorgan Etf
| 0.96 | JEPI | JPMorgan Equity Premium Sell-off Trend | PairCorr |
| 0.94 | XYLD | Global X SP | PairCorr |
| 0.96 | DIVO | Amplify CWP Enhanced | PairCorr |
| 0.93 | RYLD | Global X Russell | PairCorr |
| 0.94 | NUSI | Nationwide Nasdaq 100 | PairCorr |
| 0.92 | KNG | FT Cboe Vest | PairCorr |
JPMorgan Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. JPMorgan Nasdaq's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding JPMorgan Nasdaq or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Buywrite ETFs, Strategy ETFs, Derivative Income, JPMorgan (View all Sectors) |
| Issuer | JPMorgan |
| Inception Date | 2022-05-03 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 11.92 Billion |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Buywrite |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | J.P. Morgan Investment Management Inc. |
| Advisor | J.P. Morgan Investment Management Inc. |
| Custodian | JPMorgan Chase Bank |
| Distributor | JPMorgan Distribution Services, Inc. |
| Portfolio Manager | Hamilton Reiner, Eric Moreau, Andrew Stern |
| Transfer Agent | JPMorgan Chase Bank |
| Fiscal Year End | 31-Oct |
| Exchange | NASDAQ |
| Number of Constituents | 167 |
| Market Maker | Susquehanna |
| Total Expense | 0.35 |
| Management Fee | 0.35 |
| Country Name | USA |
| Returns Y T D | 6.16 |
| Name | JPMorgan Nasdaq Equity Premium Income ETF |
| Currency Code | USD |
| Open Figi | BBG016NKZDL5 |
| 1y Volatility | 9.73 |
| 200 Day M A | 49.7716 |
| 50 Day M A | 53.1658 |
| Code | JEPQ |
| Updated At | 19th of April 2024 |
| Currency Name | US Dollar |
| Type | ETF |
JPMorgan Nasdaq Equity [JEPQ] is traded in USA and was established 2022-05-03. The fund is listed under Derivative Income category and is part of JPMorgan family. The entity is thematically classified as Buywrite ETFs. JPMorgan Nasdaq Equity currently have 534.39 M in assets under management (AUM). , while the total return for the last year was 27.1%.
Check JPMorgan Nasdaq Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on JPMorgan Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding JPMorgan Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as JPMorgan Nasdaq Equity Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top JPMorgan Nasdaq Equity Etf Constituents
| VRTX | Vertex Pharmaceuticals | Stock | Health Care |
| LULU | Lululemon Athletica | Stock | Consumer Discretionary |
| PEP | PepsiCo | Stock | Consumer Staples |
| INTC | Intel | Stock | Information Technology |
| BKNG | Booking Holdings | Stock | Consumer Discretionary |
| AVGO | Broadcom | Stock | Information Technology |
| ORCL | Oracle | Stock | Information Technology |
JPMorgan Nasdaq Target Price Odds Analysis
In regard to a normal probability distribution, the odds of JPMorgan Nasdaq jumping above the current price in 90 days from now is about 86.17%. The JPMorgan Nasdaq Equity probability density function shows the probability of JPMorgan Nasdaq etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days JPMorgan Nasdaq has a beta of 0.7288. This indicates as returns on the market go up, JPMorgan Nasdaq average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding JPMorgan Nasdaq Equity will be expected to be much smaller as well. Additionally, jPMorgan Nasdaq Equity has an alpha of 0.0206, implying that it can generate a 0.0206 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of JPMorgan Nasdaq to move above the current price in 90 days from now is about 86.17 (This JPMorgan Nasdaq Equity probability density function shows the probability of JPMorgan Etf to fall within a particular range of prices over 90 days) .
JPMorgan Nasdaq Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. JPMorgan Nasdaq market risk premium is the additional return an investor will receive from holding JPMorgan Nasdaq long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in JPMorgan Nasdaq. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although JPMorgan Nasdaq's alpha and beta are two of the key measurements used to evaluate JPMorgan Nasdaq's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0693 | |||
| Jensen Alpha | 0.0206 | |||
| Total Risk Alpha | 8.0E-4 | |||
| Sortino Ratio | 0.0071 |
JPMorgan Nasdaq Against Markets
Picking the right benchmark for JPMorgan Nasdaq etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in JPMorgan Nasdaq etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for JPMorgan Nasdaq is critical whether you are bullish or bearish towards JPMorgan Nasdaq Equity at a given time. Please also check how JPMorgan Nasdaq's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in JPMorgan Nasdaq without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy JPMorgan Etf?
Before investing in JPMorgan Nasdaq, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in JPMorgan Nasdaq. To buy JPMorgan Nasdaq etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of JPMorgan Nasdaq. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase JPMorgan Nasdaq etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located JPMorgan Nasdaq Equity etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased JPMorgan Nasdaq Equity etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as JPMorgan Nasdaq Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy JPMorgan Etf please use our How to Invest in JPMorgan Nasdaq guide.
Already Invested in JPMorgan Nasdaq Equity?
The danger of trading JPMorgan Nasdaq Equity is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of JPMorgan Nasdaq is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than JPMorgan Nasdaq. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile JPMorgan Nasdaq Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether JPMorgan Nasdaq Equity is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if JPMorgan Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Jpmorgan Nasdaq Equity Etf. Highlighted below are key reports to facilitate an investment decision about Jpmorgan Nasdaq Equity Etf: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Nasdaq Equity. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
The market value of JPMorgan Nasdaq Equity is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Nasdaq's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Nasdaq's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Nasdaq's market value can be influenced by many factors that don't directly affect JPMorgan Nasdaq's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Nasdaq's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Nasdaq is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Nasdaq's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.