JEPI is an equity ETF from J.P. Morgan. Its largest disclosed positions include JNJ, ROST, and EOG, and the top three holdings account for 5.14% of portfolio weight shown here. On ETF Overlap Checker, it currently connects to 64 comparison pages.
Issuer
J.P. Morgan
Asset Class
US Equity
Holdings
120
Compare Pages
64
The JPMorgan Equity Premium Income ETF aims to capture the majority of the performance delivered by its primary benchmark, the S&P 500 Total Return Index. It seeks to accomplish this while simultaneously reducing investor risk through lower volatility and providing supplemental income. Typically, the fund allocates at least 80% of its assets to equity holdings. Additionally, it has the flexibility to invest in stocks not included in the S&P 500 Index.
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Compare JEPI with another ETF
The disclosed top holdings suggest a middle-ground portfolio shape. JNJ, ROST, and EOG are the main visible positions, with the top three accounting for 5.14% and the top ten for 15.73% of portfolio weight shown here. Sector labels are limited in the visible top holdings, so the concentration read is driven mainly by the largest names themselves.
JEPI should show moderate to meaningful overlap with ETFs built for similar core equity exposure, but more separation from narrow sector or international funds. The biggest shared drivers usually come from the same large holdings that dominate the top of the portfolio.
On this site, investors often compare JEPI with VOO, VTI, and QQQ. Those matchups usually answer a simple question: does adding this fund create a different sleeve, or does it mostly duplicate exposure you already own? JEPI currently connects to 64 live comparison pages.
Concentration
These numbers help show whether JEPI behaves more like a broad portfolio building block or a fund where the biggest positions dominate the ride.
Visible Sector Mix
Sector labels are limited in the visible top holdings for JEPI, so the strongest signal here is still the size of the largest positions themselves.
These holdings help explain how JEPI overlaps with other funds. The top ten disclosed positions represent 15.73% of the portfolio shown here.
| Holding | Name | Sector | Weight |
|---|---|---|---|
| JNJ | Johnson & Johnson | N/A | 1.74% |
| ROST | Ross Stores, Inc. | N/A | 1.71% |
| EOG | EOG Resources, Inc. | N/A | 1.69% |
| NEE | NextEra Energy, Inc. | N/A | 1.64% |
| HWM | Howmet Aerospace, Inc. | N/A | 1.59% |
| ABBV | AbbVie, Inc. | N/A | 1.56% |
| RTX | RTX Corp. | N/A | 1.51% |
| WMT | Walmart, Inc. | N/A | 1.43% |
| PEP | PepsiCo, Inc. | N/A | 1.43% |
| IE00B8KQN827 | Eaton Corp. plc | N/A | 1.43% |
Use these pages to see whether adding JEPI changes your exposure or mostly duplicates positions you already own.