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JPEQ
Description
Description
JPEQ.AX was created on 2023-05-23 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation.
ASX
ETF - A bundle of shares
United States
Performance
Performance
$60.77
AUD
▲ $10.67 (21.30%)
14th August 2026, 06:41 a.m.
1M
1Y
ALL TIME
GRAPH
TABLE
GRAPH
TABLE
Quick facts
Quick facts
▲ 21.30% Growth
3 years capital growth
▲ 6.22% Dividends
5 year average dividend yield
$500 minimum investment
Due to regulatory requirements
$8,143.18 median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
View all
JEPQ (JPMorgan Nasdaq Equity Premium Inc ETF)
100%
Top country exposure
View all
United States
97%
Netherlands
2%
Canada
1%
Distributions
Distributions
Annual dividend yield
8.14%
Average franked amount
0%
5 year avg. dividend yield (p.a.)
6.22%
Dividend reinvestment
Highest franked amount
0%
Payout dates
See dividend history
Estimate how much you could earn in dividends
Calculate
Costs
Costs
PURCHASE FEE
$6.50 AUD (or $5.50 with Pearler Prepay)
MANAGEMENT FEE
0.40% p.a.
Calculate your costs and discover ways to reduce your fees
Calculate
Advanced information
Advanced information
Leveraged
No
P/E ratio
0.00
Inverse
No
P/B ratio
0.00
Expense ratio
0.4
Inception date
2023-05-23
Pearler community insights
Pearler community insights
General statistics
15 investors hold JPEQ
16 weeks average time between investments
$8,246 average holding per investor
3 days since last community investment
Demographics
Income of investors
Less than 50k
63%
50k - 100k
16%
100k - 150k
11%
150k - 200k
11%
More than 200k
0%
Age of investors
35-90 years old
73%
26-34 years old
20%
18-25 years old
7%
Legal gender of investors
80% male
20% female
Related items
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Pricing data reflects the most recent end-of-day traded price. Live pricing is shown at the time of buy/sell and may differ from what's displayed here. Other data is provided by our data partner, last updated on 30 June 2026, and may have changed since.
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