JEPCX Mutual Fund
JEPCX Mutual Fund
JPMorgan Equity Premium Income Fund Class C
JEPCX Mutual Fund Overview
JEPCX Mutual Fund (JPMorgan Equity Premium Income Fund Class C) is managed by J.P. Morgan Asset Management with $326.7M in net assets. JEPCX expense ratio is 1.34%, holding 120 positions across sectors including Other, Information Technology, Industrials. Inception date: 2018-08-31.
JEPCX performance shows a YTD return of 1.55%. The 1-year return is 6.71% and the 5-year return is 6.38%. JEPCX dividend yield stands at 6.93%, paid monthly.
JEPCX 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 JEPCX holdings, sector breakdown, or dividend history.
JEPCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JEPCX alternatives are available via the screener, along with tax-loss harvesting opportunities.