Compare Invesco Ltd. (IVZ) vs JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Invesco Ltd. vs JPMorgan Nasdaq Equity Premium Income ETF — how do they compare? Invesco Ltd. trades at $29.52 (market cap $13.28B), while JPMorgan Nasdaq Equity Premium Income ETF trades at $61.1 (market cap $44.49B). The key difference: JPMorgan Nasdaq Equity Premium Income ETF is far larger — about 3.4× Invesco Ltd.'s market cap, and Invesco Ltd. pays a 2.86% dividend while JPMorgan Nasdaq Equity Premium Income ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Invesco Ltd. for 77 Days and JPMorgan Nasdaq Equity Premium Income ETF for 66 Days on average.
| IVZ | JEPQ | |
|---|---|---|
Market Cap | $13.28B | $44.49B |
Volume | 3,698,033 | 5,681,789 |
Sector | Financials | Income / Options Overlay |
52-Week High | $33.31 | $61.46 |
52-Week Low | $22.44 | $53.77 |
Typical Hold Time | 77 Days | 66 Days |
Enterprise Value | $23.45B | — |
Dividend Yield | 2.86% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Invesco (IVZ) trades at $29.66, down 2.75% today, with mixed technical signals showing bearish momentum but oversold conditions on some indicators. Fundamentally, the company reported negative net income of -$282 million in 2025 despite $6.38 billion revenue, though operating cash flow remains strong at $1.53 billion. Recent earnings show two beats and one miss in the last three quarters, with Q3 2026 results expected October 27.
The outlook remains cautious with analyst consensus at Buy (43%) and Hold (57%), targeting $33.71. Key risks include profitability challenges and market volatility, while opportunities lie in AUM growth and dividend yield. The stock trades near the lower end of analyst targets, suggesting limited downside but requiring improved earnings for sustained recovery.
JEPQ trades at $61.07, down 0.33% on the day, with technical indicators showing a bullish moving average signal but neutral oscillators. The ETF's covered-call strategy generates substantial monthly income, with recent dividends ranging from $0.57 to $0.70 per share. Financial media highlights JEPQ's 11% estimated yield and focus on Nasdaq technology exposure, though the strategy limits upside potential during strong bull markets.
JEPQ offers high monthly income through its covered-call approach on Nasdaq-100 stocks, making it attractive for income-focused investors. However, the strategy caps upside growth potential and distributions vary with market volatility. Key risks include concentrated tech exposure and dependence on options market conditions for income generation.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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What Pluang investors did over the last 30 days
Investor sentiment on Pluang
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About Invesco Ltd.
Invesco provides investment-management services to retail (65% of managed assets) and institutional (35%) clients. At the end of August 2022, the firm had $1.416 trillion in assets under management spread among its equity (47% of AUM), balanced (5%), fixed-income (22%), alternative investment (14%), and money market (12%) operations. Passive products account for 32% of Invesco's total AUM, including 56% of the company's equity operations and 13% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside the U.S., with close to one third of its AUM sourced from Canada (2%), the U.K. (4%), continental Europe (11%), and Asia (15%).
Read more on IVZ →About JPMorgan Nasdaq Equity Premium Income ETF
JEPQ seeks to provide monthly income and exposure to the Nasdaq-100 Index with less volatility. It uses a methodology that combines high-growth tech stocks with an options strategy to capture income.
Read more on JEPQ →
