JEPQ ETF Analysis: JPMorgan Nasdaq Equity | NASDAQ
Derivative Income | NASDAQ, USA | Market Cap: 41.447m USD | 12M Return: 21.5% | US46654Q2030 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 328M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 4.2 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) is an actively managed fund designed to generate income and capital appreciation through a two-part strategy: building a portfolio of equity securities weighted toward the Nasdaq-100 Index, and simultaneously selling call options on that benchmark via equity-linked notes (ELNs). Because the fund is non-diversified, its holdings are concentrated in a narrower group of issuers rather than spread across the broader market.
JEPQ fits within the derivative income segment of the ETF market, employing an options-overlay approach that seeks to distribute a periodic premium to shareholders in exchange for capping some portion of the upside participation on the underlying holdings. The Nasdaq-100, which serves as its primary benchmark, is a market-capitalization-weighted index composed of large-cap, non-financial companies listed on the Nasdaq exchange, giving the fund a heavy weighting toward the U.S. technology and growth sectors.
- Nasdaq-100 tech rally lifts underlying equity portfolio value
- Implied volatility surge boosts option premiums collected via ELNs
- Competition intensifies from peer covered call income ETFs like JEPI
- Rising rates lift ELN yields versus fixed income alternatives
As of August 31, 2026, the stock is trading at USD 60.15 with a total of 6,085,034 shares traded. Over the past week, the price has changed by +0.52%, over one month by +5.12%, over three months by +1.36% and over the past year by +21.54%.
Current recommended Stop Loss: 58.40 (which is 2.9% or 2.7 ATR below the current price).
JPMorgan Nasdaq Equity has no consensus analysts rating.