미국 ETF/주식JEPQETF

JPMorgan Nasdaq Equity Premium Income ETF 계산기

JEPQ is an ETF profile used to attach reviewed context to calculator entry flows.

비중을 볼 때 확인할 점

  • Used to provide reviewed context in portfolio calculator entry flows.
  • Check exposure, costs, and overlap before using it in a portfolio.

리밸런싱 전 리스크

  • It can lose value depending on market conditions.
  • Costs, concentration, and tracking behavior should be reviewed before use.

계산기에서 확인하는 순서

  1. 1.JPMorgan Nasdaq Equity Premium Income ETF를 포트폴리오에 추가합니다.
  2. 2.보유 수량, 현금, 목표 비중을 입력합니다.
  3. 3.목표보다 과대·과소 편입인지 보고 매수·매도 필요 수량을 확인합니다.

비중 계산 기준

리밸런싱 계산기는 JPMorgan Nasdaq Equity Premium Income ETF의 현재 평가금액, 포트폴리오 현금, 다른 보유 종목의 평가금액을 함께 놓고 목표 비중과의 차이를 계산합니다. 실제 주문 수량은 현재가, 환율, 거래 수수료, 최소 주문 단위에 따라 달라질 수 있으므로 결과를 주문 전 점검용으로 사용하세요.

이 페이지를 쓰는 상황

신규 매수 전 목표 비중을 정하거나, JPMorgan Nasdaq Equity Premium Income ETF 비중이 커진 뒤 일부를 줄일지 확인할 때 유용합니다. 여러 종목을 함께 보유한다면 단일 수익률보다 전체 포트폴리오에서 차지하는 비중과 변동성 기여도를 먼저 확인하는 편이 안전합니다.

리밸런싱 계산기로 이동종목 비중 최적화
Income / Covered Call

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

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Price Chart

JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) is an exchange-traded fund that provides investors with exposure to income generation through covered call and option strategies. It carries an expense ratio of 0.35%. The fund offers a dividend yield of approximately 9.50%. The portfolio holds 95 securities.

Category

Income / Covered Call

Dividend Yield

9.5%

Expense Ratio

0.35%

Holdings

95

Dividend History

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Top Holdings

1Apple
2Microsoft
3Amazon
4Nvidia
5Meta

Key Features

  • •Monthly dividends
  • •Nasdaq 100 covered call
  • •High income
  • •Technology stock exposure

Advantages

  • •High dividend income
  • •Monthly dividend payments
  • •Technology stock investing
  • •Volatility mitigation

Risks

  • •Limited upside
  • •Tech stock concentration
  • •Complex structure
  • •Tax issues

Rebalancing Strategy

High dividend income strategy; diversify with JEPI; use in retirement accounts

Also Viewed ETFs

JEPI

JPMorgan Equity Premium Income ETF

ER 0.35%·Yield 7.28%

QYLD

Global X NASDAQ 100 Covered Call ETF

ER 0.6%·Yield 11.82%

Related Investment Guides

Covered Call ETF Guide | JEPI, JEPQ, QYLD Benefits and Risks

Advanced guide

Covered Call ETF Strategy | Using Monthly Income in a Portfolio

Advanced guide

Related Market Analysis

2026 Monthly Dividend Portfolio: Cash Flow Without Ignoring Principal Risk

Income

JEPQ Comparisons

JEPQvsJEPICovered Call Income

JEPI and JEPQ are both JPMorgan monthly income ETFs, but they are not the same portfolio. JEPI is the more diversified and defensive equity income ETF, while JEPQ adds Nasdaq and technology exposure for a higher distribution profile. JEPI is usually the steadier income holding; JEPQ is better for investors who want more growth-stock exposure and can accept higher concentration risk.

JEPQvsVGTTech/Income

JEPQ and VGT both involve technology exposure, but they serve different goals. JEPQ is a Nasdaq-based covered-call monthly income ETF, while VGT is a US information technology sector growth ETF. Choose JEPQ for income and VGT for growth participation.

JEPQ Investment Analysis

JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) is a Income / Covered Call ETF comprising 95 holdings. It has an expense ratio of 0.35% and a dividend yield of 9.5%. The expense ratio is relatively high, so consider costs relative to returns.

With a 9.5% dividend yield, it is ideal for income investing. Reinvesting dividends can maximize the compounding effect.

JEPQ can play an important role in your portfolio. Due to its concentrated nature, consider combining it with other ETFs for diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator →