ETF overlap · Updated August 15, 2026

JEPI vs JEPQ: Holdings Overlap

JPMorgan Equity Premium Income ETF (JEPI) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) share 43 holdings, with roughly 25.3% of their portfolio weight overlapping.

Weight overlap

25.3%

Shared portfolio weight

Shared holdings

43

Securities in both funds

Funds

JEPI · JEPQ

Compared side by side

Compare JEPI and JEPQ live →

Interactive charts, sector exposure, combined allocation, and the full overlap heatmap.

All 43 holdings JEPI and JEPQ share

Every holding both funds own, ranked by shared exposure (how much of the position they hold in common). The weight gap shows which fund tilts more heavily into it.

HoldingIn JEPIIn JEPQWeight gap
AMZNAMAZON.COM2.00%4.18%2.18%JEPQ
MSFTMicrosoft1.94%5.25%3.31%JEPQ
NVDANVIDIA1.86%7.21%5.35%JEPQ
AVGOBROADCOM1.74%2.36%0.62%JEPQ
AAPLApple1.73%6.09%4.36%JEPQ
METAMETA PLATFORMS CLASS A1.40%2.51%1.11%JEPQ
LRCXLAM RESEARCH1.30%2.07%0.77%JEPQ
COSTCOSTCO WHOLESALE1.27%1.18%0.09%JEPI
AMDADVANCED MICRO DEVICES0.97%3.13%2.16%JEPQ
NFLXNETFLIX0.84%1.28%0.44%JEPQ
WMTWalmart0.79%1.77%0.98%JEPQ
PEPPEPSICO1.19%0.68%0.51%JEPI
ADIANALOG DEVICES0.64%1.08%0.44%JEPQ
VRTXVERTEX PHARMACEUTICALS1.20%0.64%0.56%JEPI
JIMXXJPMORGAN PRIME MONEY0.59%1.15%0.56%JEPQ
TXNTEXAS INSTRUMENTS0.52%0.80%0.28%JEPQ
ISRGINTUITIVE SURGICAL0.50%0.62%0.12%JEPQ
REGNREGENERON PHARMACEUTICALS1.12%0.49%0.63%JEPI
MDLZMONDELEZ INTERNATIONAL A1.30%0.46%0.84%JEPI
NXPINXP SEMICONDUCTORS NV0.42%0.46%0.04%JEPQ
ABBVABBVIE1.56%0.41%1.15%JEPI
ETNEATON1.54%0.37%1.17%JEPI
DEDEERE +0.59%0.27%0.32%JEPI
NEENEXTERA ENERGY1.47%0.26%1.21%JEPI
TMUST MOBILE US0.26%0.57%0.31%JEPQ
DASHDOORDASH A0.65%0.25%0.40%JEPI
ROSTROSS STORES1.55%0.25%1.30%JEPI
SOSOUTHERN0.73%0.25%0.48%JEPI
STXSEAGATE TECHNOLOGY HOLDINGS0.25%1.64%1.39%JEPQ
LOWLOWE S COS1.53%0.23%1.30%JEPI
MAMASTERCARD A1.74%0.23%1.51%JEPI
BMYBRISTOL MYERS SQUIBB1.03%0.22%0.81%JEPI
ORCLORACLE0.26%0.19%0.07%JEPI
MUMICRON TECHNOLOGY0.18%4.17%3.99%JEPQ
CPAYCORPAY0.72%0.18%0.54%JEPI
UNHUNITEDHEALTH GROUP0.46%0.15%0.31%JEPI
CMGCHIPOTLE MEXICAN GRILL1.03%0.14%0.89%JEPI
WDCWESTERN DIGITAL0.14%0.33%0.19%JEPQ
MARMARRIOTT INTERNATIONAL CL A0.12%0.44%0.32%JEPQ
MNSTMONSTER BEVERAGE0.10%0.49%0.39%JEPQ
TMOTHERMO FISHER SCIENTIFIC0.09%0.18%0.09%JEPQ
LINLINDE0.07%0.69%0.62%JEPQ
CASH0.22%-0.01%0.23%JEPI

1–20 of 43

Sector exposure: JEPI vs JEPQ

How each fund's equity holdings break down by sector, side by side — the clearest read on where the two funds tilt differently.

SectorIn JEPIIn JEPQ
Technology
19.5%58.9%
Consumer Cyclical
12.4%11.6%
Communication Services
7.3%12.8%
Healthcare
14.2%4.4%
Industrials
14.5%3.5%
Consumer Defensive
9.0%5.9%
Financial Services
10.7%0.4%
Utilities
5.2%1.0%
Energy
2.8%0.4%
Real Estate
2.5%0.2%
Basic Materials
1.8%0.8%

Weights are of each fund’s classified equity holdings.

All holdings in JEPI and JEPQ

JEPI

JEPQ


What does ETF overlap mean?

Two ETFs overlap when they hold the same underlying securities. Holding both funds can leave you more concentrated than you think — you may own the same large companies twice, at a combined weight neither fund shows on its own. The weight overlap above is the share of portfolio weight the two funds hold in common: for every security both own, it counts only the smaller of the two weights (the slice you genuinely double up on). 0% means completely different books; 100% means effectively identical funds.

Related comparisons

Data reflects the latest holdings we have for each fund as of August 15, 2026. Holdings change over time. For information only — not investment advice.