JPEQ
Jpm Us100Q Eq Prem Inc Active ETF (Managed Fund)
🇦🇺 ASX
🇺🇸 UNITED STATES
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🤓 Advanced
👨👩👧👦 Community
📈
N/A
Annual Growth
5 years average annual growth
💰
6.68%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
3
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
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.
📈 Performance
Price History
N/A
1M
1Y
All Time
Graph
Table
Unsure how much or often to invest?
🗓️ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out →💵 Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out →⏱️ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out →📙 Top Holdings
Show more
Updated as of 31 December 2024
Country Exposure
🇺🇸 United States
97%
🇳🇱 Netherlands
2%
🇧🇷 Brazil
1%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
6.68%
💰 Annual Distribution Earnings Per $1,000 invested**
$66.76
💰 Most Recent Distribution Franked Percentage Estimate
0.00%
💰 Average Distribution Franked Percentage Estimate
0.00 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Estimate your distribution
If you held
$
of JPEQ, your last distribution payment(s) would have been:
$ 66.11
on Thu Feb 20 2025
$ 66.98
on Fri Jan 17 2025
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2025
$0.87
0.00%
2024
$4.86
0.00%
2023
$2.56
0.00%
2022
$0.00
0.00%
2021
$0.00
0.00%
2020
$0.00
0.00%
2019
$0.00
0.00%
2018
$0.00
0.00%
2017
$0.00
0.00%
2016
$0.00
0.00%
💵 Costs
💼
0.40%
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🤓 Advanced information
Technical Info
💰 Price*
$64.80
💰 Price To Earnings Ratio
0.00
💰 Price To Book Ratio
0.00
💰 Leveraged
No
💰 Inverse
No
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in JPEQ
3
📊 Total Capital Earnings
$696.79
🔃 Average investment frequency
19 weeks
💵 Average investment amount
$4,157
⏰ Last time a customer invested in JPEQ
17 days
JPEQ investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
50k - 100k
25%
Less than 50k
75%
👶 Age of investors
18 - 25
26 - 34
35 - 90
100%
🙋 Legal gender of investors
Female
Male
100%
Pearlers who invest in JPEQ also invest in...
IVV.AX was created on 2007-10-10 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of large capitalisation US equities.
🙌 Performance (5Yr p.a)
17.85%
📊 Share price
$63.16 AUD
📈 HIGH PRICE GROWTH
🇺🇸 UNITED STATES
VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax.
🙌 Performance (5Yr p.a)
4.09%
📊 Share price
$74.43 AUD
🧱 MATERIALS
🇦🇺 AUSTRALIA
💸 FINANCIALS
⛳️ DIVERSIFIED
💰 HIGH DIVIDEND
QUAL.AX was created on 2014-10-29 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars.
🙌 Performance (5Yr p.a)
16.04%
📊 Share price
$59.28 AUD
🤖 TECHNOLOGY
🌏 GLOBAL
📞 COMMUNICATIONS
📈 HIGH PRICE GROWTH
A200.AX was created on 2018-05-07 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6966.81m in AUM and 201 holdings. A200.AX aims to track the performance of an index (before fees and expenses) comprising 200 of the largest companies by market capitalisation listed on the ASX.
🙌 Performance (5Yr p.a)
3.66%
📊 Share price
$138.17 AUD
💸 FINANCIALS
🇦🇺 AUSTRALIA
⛳️ DIVERSIFIED
IOZ.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6876.19m in AUM and 202 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses.
🙌 Performance (5Yr p.a)
3.42%
📊 Share price
$33.42 AUD
🇦🇺 AUSTRALIA
💸 FINANCIALS
⛳️ DIVERSIFIED
Want more shares? Try these...
JPHQ.AX was created on 2023-05-25 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.
📊 Share price
$61.48 AUD
🇺🇸 UNITED STATES
