JEPSX Mutual Fund (JPMorgan Equity Premium Income Fund Class R5) is managed by J.P. Morgan Asset Management with $454,311.46 in net assets. JEPSX expense ratio is 0.45%, holding 120 positions across sectors including Other, Information Technology, Industrials. Inception date: 2018-08-31.

JEPSX performance shows a YTD return of 2.07%. The 1-year return is 7.75% and the 5-year return is 7.35%. JEPSX dividend yield stands at 7.75%, paid monthly.

JEPSX top holdings include JOHNSON AND JOHNSON (1.8%), Ross Stores, Inc. (1.7%), Eog Resources Inc. Com (1.7%), Nextera Energy Inc (1.7%), Howmet Aerospace Inc. (1.6%). View all JEPSX holdings, sector breakdown, or dividend history.

JEPSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JEPSX alternatives are available via the screener, along with tax-loss harvesting opportunities.