JEPCX Mutual Fund

JEPCX Mutual Fund (JPMorgan Equity Premium Income Fund Class C) is managed by J.P. Morgan Asset Management with $319.3M in net assets. JEPCX expense ratio is 1.35%, holding 138 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2018-08-31.

JEPCX performance shows a YTD return of 5.86%. The 1-year return is 7.99% and the 5-year return is 6.38%. JEPCX dividend yield stands at 6.62%, paid monthly.

JEPCX top holdings include Microsoft Corp (2.1%), NVIDIA Corp (2.0%), Apple Inc (1.9%), Meta Platforms Inc Class A (1.9%), Trane Technologies PLC Class A (1.9%). Go to all JEPCX holdings, JEPCX sectors, or JEPCX dividends.

JEPCX can be compared against other funds. Use JEPCX overlap to find shared positions, or JEPCX vs another fund for a side-by-side view. JEPCX alternatives are available via the screener, along with tax-loss harvesting opportunities.