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STOCKS
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JEPRX
JPMorgan Equity Premium Income Fund Class R6
Analysis
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Holdings
Technical Analysis
Performance
Similar Mutual Funds
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JEPRX Mutual Fund Holdings Information

Holdings Count
130
Total Assets
6.46B
Top 10 Percentage
15.41%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
130 Holdings
130 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
PGR
The Progressive Corporation
1.69%
$107.71M
―
$143.61B
13.94%
10 Buy
6 Hold
0 Sell
Moderate Buy
―
V
Visa Inc.
1.69%
$107.50M
―
$674.69B
30.56%
23 Buy
4 Hold
0 Sell
Strong Buy
―
MA
Mastercard Inc
1.67%
$106.34M
―
$499.59B
24.69%
23 Buy
4 Hold
0 Sell
Strong Buy
―
ABBV
Abbvie
1.65%
$105.17M
―
$339.94B
13.98%
12 Buy
6 Hold
0 Sell
Moderate Buy
―
SO
The Southern Company
1.54%
$97.62M
―
$101.84B
15.78%
5 Buy
6 Hold
1 Sell
Moderate Buy
―
MCD
McDonald's Corporation
1.46%
$92.74M
―
$214.45B
17.34%
14 Buy
14 Hold
2 Sell
Moderate Buy
―
BMY
Bristol-Myers Squibb Company
1.46%
$92.57M
―
$95.36B
14.90%
5 Buy
14 Hold
1 Sell
Hold
―
TT
Trane Technologies Plc
1.43%
$90.72M
―
$97.57B
26.00%
6 Buy
7 Hold
1 Sell
Moderate Buy
―
AMZN
Amazon.Com, Inc.
1.41%
$89.90M
―
$2.39T
16.93%
44 Buy
1 Hold
0 Sell
Strong Buy
―
YUM
Yum! Brands
1.40%
$89.23M
―
$41.64B
15.07%
6 Buy
11 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

18.50%Technology14.76%Healthcare14.10%Industrials13.81%Financial11.00%Consumer Cyclical9.29%Consumer Defensive5.61%Utilities4.77%Communication Services3.18%Energy3.14%Real Estate1.85%Basic Materials18.50%Technology
Technology
18.50%
Healthcare
14.76%
Industrials
14.10%
Financial
13.81%
Consumer Cyclical
11.00%
Consumer Defensive
9.29%
Utilities
5.61%
Communication Services
4.77%
Energy
3.18%
Real Estate
3.14%
Basic Materials
1.85%

Countries Breakdown

85.21%United States85.21%United States
United States
85.21%

Breakdown By Smart Score

11.32%Outperform1014.59%Outperform922.99%Outperform816.27%Neutral713.49%Neutral68.63%Neutral55.71%Neutral45.06%Underperform31.95%Underperform27
The weighted average smart score of the JEPRX Mutual Fund is 7
10
11.32%
9
14.59%
8
22.99%
7
16.27%
6
13.49%
5
8.63%
4
5.71%
3
5.06%
2
1.95%
1
0.00%

JEPRX Mutual Funds FAQ

What are Mutual Funds JEPRX’s top 3 holdings?
JEPRX’s top 3 holdings are PGR, V, MA.
    What is Mutual Funds JEPRX’s holdings count?
    Mutual Funds JEPRX’s is holdings 130 different assets.
      What are the total assets of Mutual Funds JEPRX?
      Mutual Funds JEPRX’s total assets are 6.46B.

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