JPMorgan Equity Premium Income A (JEPAX) Research

The fund's primary goal is to provide investors with ongoing income while also pursuing long-term capital growth. To achieve this, it employs a two-fold strategy: first, by actively constructing and managing a diversified portfolio of stocks, primarily selecting companies included in its benchmark, the S&P 500 Index. Second, it utilizes equity-linked notes (ELNs) to sell call options that are linked to the performance of the S&P 500.

Market snapshot

Symbol
JEPAX
Price
$13.90
Day change
+0.14%
Market cap
$5.2B
52-week range
13.72-14.84
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • American Century Equity Income Fund R6 Class (AEUDX)
  • The Gabelli Equity Trust Inc. (GAB)
  • Janus Henderson Global Equity Income Fund - N Shares (HFQRX)
  • Janus Henderson Global Equity Income Fund - T Shares (HFQTX)
  • Janus Henderson Multi-Sector Income Fund - T Shares (JMUTX)
  • Oakmark Equity And Income Fund Investor Class (OAKBX)
  • SCE Trust VI 5% TR PREF SECS (SCE-PL)
  • American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-1 (TAIFX)

Open JPMorgan Equity Premium Income A (JEPAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.