Home › Compare › JAMCX vs JEPQ
JAMCX yields 21.85% · JEPQ yields 11.10%● Live data
📍 JAMCX pulled ahead of the other in Year 1
Combined, JAMCX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of JAMCX + JEPQ for your $10,000?
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Value Index at the time of purchase.
Full JAMCX Calculator →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 Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.