The annual fee that you pay to the fund company for managing your investment. The lower the expense ratio, the better. This is not an investment recommendation.

Dividends

0.65%Dividend Yield

Dec 25

$0.52

Dec 24

$0.39

Dec 24

$0.09

Dec 23

$0.20

10Y Growth

N/A

5Y Growth

N/A

3Y Growth

N/A

1Y Growth

34.73%

People Also Follow

This list is based on the watchlists of people on Stock Events who follow JPEF. It's not an investment recommendation.

JPMorgan Equity Premium Income

JEPI

JPMorgan Nasdaq Equity Premium Income

JEPQ

Schwab US Dividend Equity

SCHD

Vanguard High Dividend Yield Indx

VYM

Competitors

This list is an analysis based on recent market events. It's not an investment recommendation.

Vanguard S&P 500

VOO

Mkt Cap0

Vanguard S&P 500 ETF tracks the S&P 500 Index, directly competing with JPEF's focus on equity investments in large-cap U.S. stocks.

iShares Core S&P 500

IVV

Mkt Cap0

iShares Core S&P 500 ETF also tracks the S&P 500, offering a similar investment strategy to JPEF, focusing on U.S. equities.

SPDR S&P 500 Trust

SPY

Mkt Cap0

SPDR S&P 500 ETF Trust is another major S&P 500 tracker, directly competing with JPEF in the large-cap U.S. equity space.

Vanguard Morningstar Total Stock Market

VTI

Mkt Cap0

Vanguard Total Stock Market ETF covers the entire U.S. equity market, including large-cap stocks, competing with JPEF's investment focus.

Schwab U.S. Large-Cap

SCHX

Mkt Cap0

Schwab U.S. Large-Cap ETF focuses on large-cap U.S. equities, similar to JPEF, making it a direct competitor.

iShares S&P 500 Growth

IVW

Mkt Cap0

iShares S&P 500 Growth ETF targets the growth segment of the S&P 500, competing with JPEF's focus on high-quality, growth-oriented stocks.

Vanguard Morningstar Growth

VUG

Mkt Cap0

Vanguard Growth ETF invests in large-cap growth stocks in the U.S., similar to JPEF's investment strategy, making it a competitor.

iShares Russell 1000 Growth

IWF

Mkt Cap0

iShares Russell 1000 Growth ETF focuses on U.S. large-cap growth stocks, directly competing with JPEF's market segment.

Invesco QQQ Trust Series 1

QQQ

Mkt Cap0

Invesco QQQ Trust tracks the NASDAQ-100 Index, focusing on technology and growth stocks, and competes with JPEF's growth-oriented investment approach.

Invesco S&P 500 Pure Growth

RPG

Mkt Cap0

Invesco S&P 500 Pure Growth ETF focuses exclusively on growth stocks within the S&P 500, competing with JPEF's growth stock investment strategy.

Holdings

Regions

Sectors

About

Under typical market conditions, this fund allocates at least 80% of its investment portfolio to equity securities. For clarity, "assets" refers to its net assets combined with any funds borrowed for investment purposes. The fund's primary investment strategy centers on common stocks and Real Estate Investment Trusts (REITs). Additionally, it may dedicate up to 20% of its total assets to foreign common stocks, including depositary receipts.

CEO

Country

United States

ISIN

US46654Q7815

Listings

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FAQ

What is JPMorgan Equity Focus stock price today?▼

The current price of JPEF is $80.83 USD — it has decreased by -0.28% in the past 24 hours. Watch JPMorgan Equity Focus stock price performance more closely on the chart.

What is JPMorgan Equity Focus stock ticker?▼

Depending on the exchange, the stock ticker may vary. For instance, on XNAS exchange JPMorgan Equity Focus stocks are traded under the ticker JPEF.

Is JPMorgan Equity Focus stock price growing?▼

JPEF stock has fallen by -0.85% compared to the previous week, the month change is a -2.19% fall, over the last year JPMorgan Equity Focus has showed a +10.18% increase.

Does JPMorgan Equity Focus pay dividends?▼

Yes, JPEF dividends are paid annual. The last dividend per share was 0.52 USD. As of today, Dividend Yield (FWD)% is 0.65%.

In which sector is JPMorgan Equity Focus located?▼

JPMorgan Equity Focus operates in the Finance & Payments sector.

When did JPMorgan Equity Focus complete a stock split?▼

JPMorgan Equity Focus has not had any recent stock splits.

Where is JPMorgan Equity Focus headquartered?▼

JPMorgan Equity Focus is headquartered in New York, United States.