JEPSX JPMorgan Equity Premium Income R5 Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Mastercard (NYSE:MA), ABBVIE (NYSE:ABBV), Intuit (NASDAQ:INTU), Accenture PLC (NYSE:ACN).

The investment seeks current income while maintaining prospects for capital appreciation. The investment objective of the fund is to seek current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Standard & Poor’s Total Return Index (S&P 500 Index) and (2) through equity-linked notes (ELNs), selling call options with exposure to the S&P 500.

The average market capitalization across the JPMorgan Equity Premium Income R5 MF is 1.03T. The market cap for tickers in the group ranges from 95.7B to 3.88T. MSFT holds the highest valuation in this group at 3.88T. The lowest valued company is TT at 95.7B.

The average weekly volume growth across all stocks in the JPMorgan Equity Premium Income R5 MF was -63%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was -44%