JEPQ – JPMorgan Nasdaq Equity Premium Inc ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index® (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	ETF	Open			May 3, 2022	$44.19B	0.350%	—	—	$7.22B

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