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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Next Earnings Date & Expected ±2.8% Move

$56.24 -3.13% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $55.82

JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) earns a Roarable Rating of D (Sell) with 44/100 RQD Confidence. As an exchange-traded fund, single-company GAAP gross margins, Altman-Z, and CEO Form 4 insider metrics are N/A for fund structure; its score reflects basket trend, institutional flow, and macro regime alignment.

ROARABLE D • SELL / AVOID Cap $21.00B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is JEPQ stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ: JEPQ) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 44/100 at a spot price of $56.24 (-3.13% 1D, market cap $21.00B). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 4/20, and SEC Balance-Sheet Forensics 5/20. Across 40 tracked ETF / Index issuers, JEPQ ranks #31 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does JEPQ compare to XLI and XLY in the ETF / Index sector?
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Within the ETF / Index sector (Nasdaq Covered-Call Monthly Yield), JEPQ carries a Roarable D (44/100 RQD), trailing P/E of N/A, gross margin of N/A (ETF), and ROIC of N/A (ETF). By comparison, XLI (Industrial Select Sector SPDR Fund) holds a D+ grade (53/100 RQD, P/E N/A, ROIC —, cap $21.00B) and XLY (Consumer Discretionary Select Sector SPDR) posts a C+ grade (67/100 RQD, P/E N/A, ROIC —, cap $22.00B). Among the 5-stock peer group, JEPQ leads on earnings multiple (N/A) while JEPQ leads on capital efficiency (— ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for JEPQ?
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For JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), key quantitative strengths include Diversified Nasdaq Covered-Call Monthly Yield basket eliminates single-company earnings blowup risk. and Deep intraday secondary-market liquidity with transparent underlying index holdings., while primary risk factors center on Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures. and Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $55.82 (-0.75%)🧬 ETF Open-End Share Creation/Redemption⚙️ Cash Engine: 9/20 (D) • Liquid Basket
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (44/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-6.5% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERSELL / AVOID • D
025507510044
2-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk D
Fund (9)Whales (11)Struct (15)Macro (4)Flow (5)
Each axis scored 0–20
12M PRICE TARGET CONE-6.3% Base Target
$65 Bull$53 Base$41 Bear
📬 FREE JEPQ RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for JEPQ)Realized 20D OHLCV Swing Band: ±2.8%
Deterministic 5-Pillar Attribution (44/100 Composite)
🔍 WHY JEPQ SCORES 44/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+15/20 pts (34% of score)

Diversified basket structure mitigates single-issuer 10-K restatement risk

▲ #2 Bullish Driver: Whale & Options Positioning+11/20 pts (25% of score)

20D Institutional Volume Accumulation (±2.8% realized swing band)

▼ #1 Drag / Risk Factor: Macro Regime Fit4/20 pts (-16 pt drag)

Macro rate sensitivity & RSI-14 (28.2) create a -16 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
52
Grade C-$60.09-0.2% Next Q
Q2 (-2Q)
49
Grade D$59.95+0.2% Next Q
Q3 (-1Q)
47
Grade D$60.06-6.4% Next Q
Current
44
Grade D$56.24-6.5% Hist 90D α
Trajectory: C- (52) → D (44)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a JEPQ Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While JEPQ currently carries a cautious 44/100 (D) rating due to Macro Regime Fit (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Diversified Nasdaq Covered-Call Monthly Yield basket eliminates single-company earnings blowup risk.

🚀 Contrarian Squeeze Trigger #2

Deep intraday secondary-market liquidity with transparent underlying index holdings.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (ETF Open-End Share Creation/Redemption) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $JEPQ• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “JEPQ Beats Next Quarter EPS Consensus (Quarterly Rebalance / Distribution) & Holds Above 200D SMA”
YES 44%NO 56%Trade / Inspect Odds →
NEXT EST. WINDOW: Quarterly Rebalance / Distribution (~28 DAYS)

Historical OHLCV Volatility ±2.8% Swing Band

±$1.57 Expected Swing
$54.67 (-2.8%)Spot $56.24$57.81 (+2.8%)
MODEL EARNINGS SETUP GAUGE

ETF / Index Composite — N/A for Fund Structure

Index funds and ETFs do not file single-company quarterly EPS releases. The volatility cone reflects 20-day realized OHLCV swing bands.

Model Bullish Setup (44/100)Model Risk Weight (56/100)
Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).
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ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring JEPQ)

  • ✓Walkthrough of JEPQ's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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JEPQ // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -4.40%▼ SUPPORT BREAKDOWN
2026-11-03O $58.04H $58.04L $56.24C $56.24VOL 14.18M
RES: $62.00SUP: $59.39SMA50: $59.90SMA200: $59.05
$62.11$60.48$58.84$57.21$55.57RES $62.00SUP $59.39$56.242026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

JEPQ Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 JEPQ Butterfly Map → + Track JEPQ →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
ETF / Index Composite — N/A for Fund Structure

Single-issuer corporate Reverse-DCF growth hurdles do not apply to index funds or ETFs.

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on JEPQ today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for JEPQ. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for JEPQ today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (JEPQ)

ETF / Index Rank #31 of 40 ⚔️ XLI vs JEPQ Full Matrix →

1. Head-to-Head ETF / Index Peer Comparison (JEPQ vs. XLI, XLY, XLC, XLU)

Industry: Nasdaq Covered-Call Monthly Yield (1 Tracked Issuers)

Across 40 tracked ETF / Index securities in the Roarable RQD universe, JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) ranks #31 by composite RQD confidence (44/100, grade D) and #21 by equity capitalization ($21.00B). Within this direct 5-issuer industry benchmark cohort, JEPQ leads on earnings valuation at N/A trailing P/E, while JEPQ leads on capital efficiency and profitability with ETF composite structure and benchmark tracking. XLY currently holds the highest overall quantitative score in the immediate peer group at 67/100 (C+) compared with JEPQ at 44/100 (D).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
JEPQ ACTIVE
JPMorgan Nasdaq Equity Premium Income ETF
D 44/100 — — — -3.13% $21.00B Benchmark Subject
XLI
Industrial Select Sector SPDR Fund
D+ 53/100 — — — -1.63% $21.00B /xli-vs-jepq →
XLY
Consumer Discretionary Select Sector SPDR
C+ 67/100 — — — -0.71% $22.00B /xly-vs-jepq →
XLC
Communication Services Select Sector SPDR
D- 36/100 — — — -1.31% $20.00B /xlc-vs-jepq →
XLU
Utilities Select Sector SPDR Fund
C- 59/100 — — — +0.67% $19.00B /xlu-vs-jepq →

2. JEPQ ETF Structure, Technical Regime & Benchmark Role Breakdown

EXCHANGE-TRADED FUND / COMPOSITE VEHICLE • NASDAQ

Because JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) is structured as an exchange-traded fund / composite basket rather than a single operating corporation filing 10-K GAAP income statements, Roarable evaluates JEPQ on technical trend regime, moving-average dispersion, 52-week range positioning, relative strength (RSI-14), and secondary-market share volume liquidity. At $56.24, JEPQ trades vs. its 50-day SMA of $59.90 and 200-day SMA of $59.05 on daily liquidity of 14,183,915 shares.

50D SMA Level
$59.90
Medium-Term Trend Anchor
200D SMA Level
$59.05
Institutional Secular Line
52-Week Range Pos
33.0%
$53.51 – $61.72
RSI-14 Momentum
28.2
OVERSOLD (<32)
Volume Liquidity
14,183,915
AUM Cap $21.00B

3. JEPQ Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is JEPQ stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ: JEPQ) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 44/100 at a spot price of $56.24 (-3.13% 1D, market cap $21.00B). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 4/20, and SEC Balance-Sheet Forensics 5/20. Across 40 tracked ETF / Index issuers, JEPQ ranks #31 in composite RQD confidence.

How does JEPQ compare to XLI and XLY in the ETF / Index sector?

Within the ETF / Index sector (Nasdaq Covered-Call Monthly Yield), JEPQ carries a Roarable D (44/100 RQD), trailing P/E of N/A, gross margin of N/A (ETF), and ROIC of N/A (ETF). By comparison, XLI (Industrial Select Sector SPDR Fund) holds a D+ grade (53/100 RQD, P/E N/A, ROIC —, cap $21.00B) and XLY (Consumer Discretionary Select Sector SPDR) posts a C+ grade (67/100 RQD, P/E N/A, ROIC —, cap $22.00B). Among the 5-stock peer group, JEPQ leads on earnings multiple (N/A) while JEPQ leads on capital efficiency (— ROIC).

What are the biggest fundamental strengths and SEC risk factors for JEPQ?

For JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), key quantitative strengths include Diversified Nasdaq Covered-Call Monthly Yield basket eliminates single-company earnings blowup risk. and Deep intraday secondary-market liquidity with transparent underlying index holdings., while primary risk factors center on Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures. and Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is JEPQ trading relative to its 50-day, 200-day, and 52-week technical levels?

JEPQ last traded at $56.24 (-3.13% on volume of 14,183,915 shares), positioning the stock -6.11% below its 50-day simple moving average ($59.90) and -4.76% below its 200-day simple moving average ($59.05). Across its 52-week range of $53.51 to $61.72, JEPQ sits at the 33.3% percentile with a 14-day RSI of 28.2 (OVERSOLD (<32)) and an implied next-earnings move of ±2.8% ($54.67 to $57.81).

Direct Sub-Reports: JEPQ RQD Cockpit JEPQ 12M Forecast JEPQ Earnings & Move JEPQ Dividends & DRIP JEPQ Insiders & 13F JEPQ Whale Options JEPQ Profit Sankey JEPQ News & Why
ROARABLE RATING BRIEF • RQD 44/100 (D) ✓ SEC XBRL & RQD VERIFIED

JEPQ — JPMorgan Nasdaq Equity Premium Income ETF: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-11-03

1. Roarable Rating Brief: What This Means to a Prospective Investor

JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) earns a live Roarable RQD composite score of 44/100, corresponding to a D letter grade (Roarable Sell) at a spot price of $56.24 (-3.13% 1D, market capitalization $21.00B).

  • Fundamental Cash Engine (9/20): Anchored by return on invested capital (ROIC) of —, gross margin of —, operating margin of —, and free cash flow yield of —.
  • Whale 13F & Options Flow (11/20) + Insider Conviction (15/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (4/20) + Forensic Balance Sheet (5/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of N/A, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

JEPQ is an exchange-traded fund listed on NASDAQ, classified under the ETF / Index sector and the Nasdaq Covered-Call Monthly Yield industry,..0B in assets under management.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (D • RQD 44/100): Diversified Nasdaq Covered-Call Monthly Yield basket eliminates single-company earnings blowup risk. Deep intraday secondary-market liquidity with transparent underlying index holdings. With Fundamental Cash Engine at 9/20 and Institutional Whale Flow at 11/20, sustained execution supports upside toward the upper end of the $53.51 – $61.72 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures. Investors must weigh current valuation against — operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

No upstream or downstream dependencies, sector correlations, or bottleneck links are recorded.

  • Key Question #1: Can JEPQ sustain or expand its — operating margin and — ROIC against Nasdaq Covered-Call Monthly Yield peers over the next 4 quarters?
  • Key Question #2: Will free cash flow conversion (— FCF yield) strengthen balance-sheet liquidity (Altman Z-Score N/A) toward the $61.72 52-week high?
  • Key Question #3: How sensitive is JEPQ's equity valuation to ETF / Index capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

JEPQ Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to JEPQ Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

JEPQ Bull vs. Bear Conversation Board — What's Your Call at $56.24?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON JEPQ 🐻 33% BEARISH CONVICTION
1. Pick Your Side on JEPQ:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
QU QuantViper RQD DEBATE OPENER • Systematic Momentum Desk 🐂 BULLISH 🎯 Target: $73.11 (+30.0%)
📌 Pinned Debate

Balance-sheet forensics score 16 of 20 and the 7.8% dividend yield is the fund's primary income attraction.

Here is why I am bullish on JEPQ here at $56.24: Balance-sheet forensics score 16 of 20 and the 7.8% dividend yield is the fund's primary income attraction.. Compare JEPQ's 0.0% operating margin and 0.0% ROIC against the rest of Nasdaq Covered-Call Monthly Yield. As long as cash conversion holds up, dips toward $53.43 are getting bought.

EarningsSniper 🐂 BULL

@MultipleCompression Shorting a 11/20 institutional whale-flow stock at $56.24 is dangerous when funds are rotating into ETF / Index.

MU MultipleCompression RQD DEBATE OPENER • Valuation Discipline 🐻 BEARISH 🎯 Target: $42.74 (-24.0%)
Spot @ $56.24

Beta of 1.0 and a 4 of 20 macro-regime score mean the fund offers no defensive cushion, with a Distribution Warning verdict.

Sitting on the sidelines or leaning short JEPQ above $56.24. Beta of 1.0 and a 4 of 20 macro-regime score mean the fund offers no defensive cushion, with a Distribution Warning verdict.. Until Fundamental Cash Engine (9/20) and FCF yield (0.0%) inflect higher, upside is capped near $61.72.

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