JEPQ — JPMorgan Nasdaq Equity Premium Income ETF
92 holdings · JPMorgan · data as of 2026-03-31
Sector breakdown
Technology 39.2%
Communication Services 12%
Consumer Discretionary 9.9%
Consumer Staples 6.3%
Health Care 3.9%
Industrials 2.1%
Utilities 1.1%
Materials 0.9%
Financials 0.5%
Energy 0.4%
Real Estate 0.2%
Unclassified 3.2%
Sectors assigned via S&P 500 sector-ETF membership; small-cap and international holdings appear as Unclassified. See methodology.
Overlaps most with
JEPQ vs QYLD 70.2% JEPQ vs QQQ 70.1% JEPQ vs QQQM 70.1% JEPQ vs SPY 49.7% JEPQ vs VUG 49.3% JEPQ vs MGK 49.1%
Tax-loss harvesting partners for JEPQ
Investors harvesting a loss in JEPQ often look for a fund with similar — but not identical — exposure to stay invested without triggering the wash-sale rule. Overlap is one useful lens; funds tracking the same index are widely considered risky swaps regardless of ticker. Not tax advice — confirm with a professional.
| Candidate | Overlap with JEPQ | Reading |
|---|---|---|
| QYLD Global X NASDAQ 100 Covered Call ETF | 70.2% | similar exposure, different basket |
| QQQ Invesco QQQ Trust | 70.1% | similar exposure, different basket |
| QQQM Invesco NASDAQ 100 ETF | 70.1% | similar exposure, different basket |
| SPY SPDR S&P 500 ETF Trust | 49.7% | looser substitute |
| VUG Vanguard Growth ETF | 49.3% | looser substitute |