ETF overlap · Updated September 27, 2026

JEPI vs JEPQ: Holdings Overlap

JPMorgan Equity Premium Income ETF (JEPI) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) share 47 holdings, with roughly 27.2% of their portfolio weight overlapping.

Weight overlap

27.2%

Shared portfolio weight

Shared holdings

47

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 47 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
MSFTMicrosoft1.94%5.04%3.10%JEPQ
AAPLApple1.93%6.60%4.67%JEPQ
METAMETA PLATFORMS CLASS A1.91%3.00%1.09%JEPQ
AMZNAMAZON.COM1.87%3.81%1.94%JEPQ
NVDANVIDIA1.87%7.37%5.50%JEPQ
AVGOBROADCOM1.61%2.01%0.40%JEPQ
LRCXLAM RESEARCH1.49%2.00%0.51%JEPQ
AMDADVANCED MICRO DEVICES1.14%4.00%2.86%JEPQ
COSTCOSTCO WHOLESALE1.21%1.09%0.12%JEPI
NFLXNETFLIX0.85%1.20%0.35%JEPQ
WMTWalmart0.76%1.67%0.91%JEPQ
MUMICRON TECHNOLOGY0.71%5.11%4.40%JEPQ
PEPPEPSICO1.18%0.63%0.55%JEPI
ISRGINTUITIVE SURGICAL0.67%0.61%0.06%JEPI
VRTXVERTEX PHARMACEUTICALS1.10%0.61%0.49%JEPI
JIMXXJPMORGAN PRIME MONEY0.57%1.49%0.92%JEPQ
TMUST MOBILE US0.61%0.50%0.11%JEPI
REGNREGENERON PHARMACEUTICALS1.05%0.48%0.57%JEPI
MDLZMONDELEZ INTERNATIONAL A1.28%0.44%0.84%JEPI
TSLATESLA0.43%2.10%1.67%JEPQ
ABBVABBVIE1.70%0.42%1.28%JEPI
INTCINTEL0.40%1.40%1.00%JEPQ
NXPINXP SEMICONDUCTORS NV0.36%0.45%0.09%JEPQ
ETNEATON1.48%0.35%1.13%JEPI
STXSEAGATE TECHNOLOGY HOLDINGS0.33%1.78%1.45%JEPQ
ADIANALOG DEVICES0.30%1.06%0.76%JEPQ
DEDEERE +0.51%0.30%0.21%JEPI
PLTRPALANTIR TECHNOLOGIES A0.27%1.22%0.95%JEPQ
TXNTEXAS INSTRUMENTS0.25%0.75%0.50%JEPQ
NEENEXTERA ENERGY1.66%0.23%1.43%JEPI
SOSOUTHERN0.69%0.23%0.46%JEPI
DASHDOORDASH A0.56%0.22%0.34%JEPI
MAMASTERCARD A1.78%0.22%1.56%JEPI
ROSTROSS STORES1.29%0.22%1.07%JEPI
BMYBRISTOL MYERS SQUIBB0.66%0.21%0.45%JEPI
LOWLOWE S COS1.47%0.20%1.27%JEPI
TMOTHERMO FISHER SCIENTIFIC0.29%0.19%0.10%JEPI
ORCLORACLE0.18%0.19%0.01%JEPQ
CPAYCORPAY0.74%0.17%0.57%JEPI
WDCWESTERN DIGITAL0.15%0.34%0.19%JEPQ
CMGCHIPOTLE MEXICAN GRILL0.92%0.14%0.78%JEPI
UNHUNITEDHEALTH GROUP0.31%0.14%0.17%JEPI
MARMARRIOTT INTERNATIONAL CL A0.12%0.42%0.30%JEPQ
LINLINDE0.07%0.64%0.57%JEPQ
UPSUNITED PARCEL SERVICE CL B0.11%0.05%0.06%JEPI
MNSTMONSTER BEVERAGE0.04%0.46%0.42%JEPQ
CASH0.96%0.01%0.95%JEPI

1–20 of 47

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%60.8%
Consumer Cyclical
10.9%10.7%
Communication Services
8.5%12.8%
Industrials
14.4%3.5%
Healthcare
13.6%4.2%
Consumer Defensive
9.2%5.4%
Financial Services
11.2%0.4%
Utilities
5.3%0.9%
Energy
3.3%0.3%
Real Estate
2.4%0.2%
Basic Materials
1.6%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 September 27, 2026. Holdings change over time. For information only — not investment advice.