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

5.17%Dividend Yield

Aug 26

$0.22

Jul 26

$0.22

Jun 26

$0.21

May 26

$0.21

Apr 26

$0.22

10Y Growth

N/A

5Y Growth

52.37%

3Y Growth

-0.19%

1Y Growth

-1.27%

People Also Follow

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

JPMorgan Equity Premium Income

JEPI

JPMorgan Nasdaq Equity Premium Income

JEPQ

Schwab US Dividend Equity

SCHD

Realty Income

Competitors

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

Vanguard Wellesley Income Fund Admiral Shares

VWIAX

Mkt Cap0

Vanguard Wellesley Income Fund offers a mix of income and moderate growth, directly competing with JPIE's income-focused investment strategy.

PIMCO Income Fund

PONAX

Mkt Cap0

PIMCO Income Fund is known for its fixed income investments, making it a strong competitor to JPIE in the income-generating investment space.

Vanguard Total Stock Market Index Fund Admiral Shares

VTSAX

Mkt Cap0

Vanguard Total Stock Market Index Fund, while broader, competes by offering investors diversified income through its extensive stock holdings.

T. Rowe Price Capital Appreciation Fund

PRWCX

Mkt Cap0

T. Rowe Price Capital Appreciation Fund has a balanced approach that includes income-generating assets, competing with JPIE's strategy.

Fidelity Contrafund

FCNTX

Mkt Cap0

Fidelity Contrafund offers a mix of growth and income, positioning it as a competitor to JPIE for investors seeking income with potential for appreciation.

Schwab Core Equity Fund

SWANX

Mkt Cap0

Schwab Income Mutual Fund is designed to generate income, directly competing with JPIE's income generation objectives.

American Funds American Balanced Fund

ABALX

Mkt Cap0

American Funds American Balanced Fund offers a mix of stocks and bonds for income and growth, competing with JPIE's balanced income approach.

Oakmark Equity and Income Fund Investor Class

OAKBX

Mkt Cap0

Oakmark Equity and Income Fund focuses on income and capital appreciation, making it a competitor to JPIE in the balanced fund category.

Dodge & Cox Income Fund Class I

DODIX

Mkt Cap0

Dodge & Cox Income Fund specializes in fixed income securities, competing with JPIE in the income fund space.

Holdings

JIMXX

3.01%

Regions

Sectors

About

JPIE seeks to produce risk-adjusted income and deliver monthly distributions by investing in a wide range of sectors including asset-backed, mortgage-related, US government-related, and inflation-linked debt. The fund may hold both US- and foreign-issued bonds, which are primarily USD-denominated. JPIE also has the flexibility to invest at least 65% of the funds assets to bonds rated below investment-grade. The fund managers buy and sell decisions are based on fundamental, quantitative and technical factors including potential to generate income and ESG metrics. While JPIE typically invests in multiple markets and sectors, it may focus its investments in only one or a few markets/sectors from time to time. The fund aims to maintain a portfolio duration of 10 years or less. It may also use derivatives to hedge exposure. JPIE is the ETF version of the mutual fund, JPMorgan Income Fund.

CEO

Country

United States

ISIN

US46641Q1590

Listings

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FAQ

What is JPMorgan Income stock price today?▼

The current price of JPIE is $45.86 USD — it has increased by +0.09% in the past 24 hours. Watch JPMorgan Income stock price performance more closely on the chart.

What is JPMorgan Income stock ticker?▼

Depending on the exchange, the stock ticker may vary. For instance, on ARCX exchange JPMorgan Income stocks are traded under the ticker JPIE.

Is JPMorgan Income stock price growing?▼

JPIE stock has risen by +0% compared to the previous week, the month change is a -0.46% fall, over the last year JPMorgan Income has showed a -0.76% decrease.

Does JPMorgan Income pay dividends?▼

Yes, JPIE dividends are paid monthly. The last dividend per share was 0.22 USD. As of today, Dividend Yield (FWD)% is 5.17%.

In which sector is JPMorgan Income located?▼

JPMorgan Income operates in the Other sector.

When did JPMorgan Income complete a stock split?▼

JPMorgan Income has not had any recent stock splits.