Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
JPMorgan Nasdaq Equity Premium Income ETF(JEPQ)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for JEPQ
10/13/2026: JEPQ (5-star) is a STRONG-BUY. BUY for 41 days. Simulated Profits (2.70%). Updated daily EoD!
JEPQ is an actively managed ETF that provides exposure to the Nasdaq-100 index combined with a systematic covered-call strategy to generate monthly income. Its primary strengths are the professional active management by JPMorgan, strong liquidity, and the ability to dampen volatility through premium collection. It is best used as an income-generating component within a diversified portfolio, rather than a pure growth play. Investors should be aware of the concentration in technology stocks and the potential for capped upside performance in strong bull markets. It is best suited for income-oriented investors who are willing to exchange some capital appreciation for consistent monthly cash flow.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The option overlay caps upside, which may frustrate pure growth investors during strong bull markets. |
| Momentum investor | Mixed fit | The strategy is more suited to volatility harvesting than pure momentum-based price appreciation. |
| Value investor | Weak fit | The portfolio is heavily concentrated in expensive, high-growth technology names. |
| Dividend/Income investor | Strong fit | The fund is specifically designed to provide consistent monthly income distributions. |
| Low-risk investor | Mixed fit | While lower volatility than the raw Nasdaq-100, it remains subject to significant equity market drawdowns. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-focused participant who wants exposure to high-growth tech companies but prefers to mitigate some downside risk through premiums.
Suitability
Best suited for long-term income-oriented investors rather than active day traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The underlying assets are technology-heavy and historically volatile. |
| Market risk | High | The fund is directly exposed to downturns in the Nasdaq-100 index. |
| Concentration | High | The fund is heavily concentrated in the top-weighted technology names. |
| Tracking/expense | Low | Management fees are competitive for an actively managed product. |
| Liquidity | Low | High trading volume allows for easy entry and exit. |
| Business/sector quality | Medium | Heavy reliance on the tech sector exposes investors to sector-specific regulatory or growth risks. |
Risk Analysis
Volatility
JEPQ exhibits moderate-to-high volatility consistent with the tech-heavy Nasdaq-100, though its options overlay acts as a partial damper.
Market Risk
The fund is heavily susceptible to systematic market downturns and sector-specific risks within the technology landscape.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Stock | Nasdaq-100 Index Components | 85 | Exposure to high-growth, large-cap technology and service companies drives potential capital appreciation. |
| Derivatives | Nasdaq-100 Index Call Options (Sold) | 14 | Selling index call options generates premium income, which is distributed to shareholders, though it caps upside potential. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Provides liquidity for rebalancing and collateral requirements for the derivatives overlay. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 32.39% | Avg. Invested days 67 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/13/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.