ETFs most similar to JEPI
The funds whose holdings overlap JPMorgan Equity Premium Income ETF the most, by weight. as of Jun 30, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with JEPI | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| JEPIJPMorgan Equity Premium Income ETF | Covered Call | — | 0.35% | $45.8B | −0.3% | 8.04% | |
| HELOJPMorgan Hedged Equity Laddered Overlay ETF | Hedged Equity | 50% | 0.50% | $4.9B | +7.5% | 0.56% | side by side |
| JUSAJPMorgan U.S. Research Enhanced Large Cap ETF | Multi-Factor | 48% | 0.12% | $424M | +15.0% | 0.94% | side by side |
| LCDSJPMorgan Fundamental Data Science Large Core ETF | Multi-Factor | 44% | 0.30% | $17M | +17.2% | 0.84% | side by side |
| ROCYJPMorgan Equity Premium Yield ETF | Covered Call | 44% | 0.35% | $256M | — | 3.81% | side by side |
| JOYTJPMorgan Equity and Options Total Return ETF | Covered Call | 44% | 0.35% | $97M | +15.8% | 0.75% | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.