JPEQ

Actively managedUS Shares

JPMorgan NASDAQ Equity Premium Income Complex ETF

About this ETF

The Fund seeks to meet its investment objective by investing substantially all of its assets in the JPMorgan Nasdaq Equity Premium Income ETF (“Underlying Fund”), which is an exchange traded fund that is traded on the Nasdaq Stock Market LLC exchange (“NASDAQ”) and denominated in USD.

IssuerJPMorgan

Management fee (MER)0.40% p.a.

Inception date25 May 2023

BenchmarkNASDAQ 100 TR AUD

Scout Score

84/100

Ranked #2 of 5 in active US Shares

An independent score calculated by ETF Scout across 6 real-data factors (cost, diversification, liquidity, fund strength, performance, income), ranked against other actively-managed funds in the same category. Tracking isn't scored, since active funds don't target an index.

Cost100

Diversification—

Liquidity63

Fund Strength65

Performance—

Income100

Strengths

Low fee — 0.40% p.a., cheaper than 100% of active US Shares funds.
Attractive yield — 0.00%, higher than 100% of active US Shares peers.

Weaknesses

No notable weaknesses found relative to category peers.