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The fund aims for capital appreciation by investing primarily in equity securities, while employing an enhanced index strategy that hedges market exposure relative to traditional long-only equity strategies, focusing on large capitalization U.S. companies.

HELO

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JPMorgan Equity Premium Income ETF (JEPI) is an actively managed exchange-traded fund (ETF) that aims to provide investors with high current income and the potential for capital appreciation. The fund invests in a diversified portfolio of stocks that are selected based on their potential to generate income through monthly dividends and other distributions.

JEPI focuses on high-quality, blue-chip companies with a history of stable earnings and dividends. The fund typically invests in large and mid-cap stocks across various sectors, including financials, healthcare, consumer staples, and technology.

JEPI is managed by JPMorgan Asset Management, one of the largest asset managers in the world. The fund has an expense ratio of 0.35%, higher than many passively managed ETFs.

JEPI

JPMorgan Equity Premium Income ETF (JEPQ) is an actively managed exchange-traded fund (ETF). It is designed to provide investors with a diversified portfolio of equity securities with the potential for high income and capital appreciation. The ETF is managed by a team of investment professionals at JPMorgan Asset Management, who use a bottom-up, fundamental analysis approach to identify companies with solid cash flow and dividend growth potential.

The ETF invests in a diversified portfolio of equity securities of companies that are publicly traded in the U.S. and other developed markets. The fund's portfolio is diversified across sectors, market capitalizations, and geographies and is rebalanced periodically to ensure that it remains aligned with its investment objective.

JEPQ was launched on May 3, 2022, with an expense ratio of 0.35%.

NasdaqGM

JEPQ

The ETF JGRO is actively managed and focuses on investing in U.S. large-cap companies with growth potential. The fund's strategy involves utilizing a bottom-up approach to identify underappreciated growth opportunities while maintaining flexibility in market capitalization.

JGRO

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