JEPCX Mutual Fund

JEPCX Mutual Fund (JPMorgan Equity Premium Income Fund Class C) is managed by J.P. Morgan Asset Management with $315.4M in net assets. JEPCX expense ratio is 1.34%, holding 135 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2018-08-31.

JEPCX performance shows a YTD return of 2.73%. The 1-year return is 4.96% and the 5-year return is 6.16%. JEPCX dividend yield stands at 7.31%, paid monthly.

JEPCX 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 JEPCX holdings, JEPCX sectors, or JEPCX dividends.

JEPCX can be compared against other funds. Use JEPCX overlap to find shared positions, or JEPCX vs another fund for a side-by-side view. JEPCX alternatives are available via the screener, along with tax-loss harvesting opportunities.