JEPAX Mutual Fund
JEPAX Mutual Fund
JEPAX Mutual Fund
JPMorgan Equity Premium Income Fund Class A
JEPAX Mutual Fund Overview
JEPAX Mutual Fund (JPMorgan Equity Premium Income Fund Class A) is managed by J.P. Morgan Asset Management with $525.8M in net assets. JEPAX expense ratio is 0.84%, holding 135 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2018-08-31.
JEPAX performance shows a YTD return of 3.11%. The 1-year return is 5.45% and the 5-year return is 6.67%. JEPAX dividend yield stands at 7.82%, paid monthly.
JEPAX top holdings include Amazon.Com Inc (2.0%), Microsoft Corp (1.8%), Alphabet Inc (1.8%), Mastercard Inc (1.8%), Ross Stores, Inc. (1.7%). Go to all JEPAX holdings, JEPAX sectors, or JEPAX dividends.
JEPAX can be compared against other funds. Use JEPAX overlap to find shared positions, or JEPAX vs another fund for a side-by-side view. JEPAX alternatives are available via the screener, along with tax-loss harvesting opportunities.