Compare JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) vs SoFi Technologies Inc (SOFI) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
JPMorgan Nasdaq Equity Premium Income ETF vs SoFi Technologies Inc — how do they compare? JPMorgan Nasdaq Equity Premium Income ETF trades at $61.09 (market cap $44.49B), while SoFi Technologies Inc trades at $15.8 (market cap $20.16B). The key difference: JPMorgan Nasdaq Equity Premium Income ETF is far larger — about 2.2× SoFi Technologies Inc's market cap, and JPMorgan Nasdaq Equity Premium Income ETF is trading nearer its 52-week high, SoFi Technologies Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold JPMorgan Nasdaq Equity Premium Income ETF for 66 Days and SoFi Technologies Inc for 60 Days on average.
| JEPQ | SOFI | |
|---|---|---|
Market Cap | $44.49B | $20.16B |
Volume | 5,681,789 | 49,646,331 |
Sector | Income / Options Overlay | Financials |
52-Week High | $61.46 | $32.21 |
52-Week Low | $53.77 | $15.15 |
Typical Hold Time | 66 Days | 60 Days |
Enterprise Value | — | $20.30B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
JEPQ trades at $60.93, down 0.55% on the day, with a bullish technical signal from moving averages while oscillators remain neutral. The ETF's covered-call strategy generates substantial monthly income, with recent dividends ranging from $0.57 to $0.70 per share. Recent news highlights JEPQ's 11% estimated annual yield and its positioning in AI-driven tech stocks, though the strategy limits upside potential during strong market rallies.
JEPQ offers high income generation through its Nasdaq-focused covered-call approach, making it attractive for retirees seeking monthly cash flow. However, the strategy caps appreciation potential and faces volatility sensitivity, requiring proper portfolio sizing. Key risks include market volatility dependence and competitive pressure from similar income ETFs with different tax treatments.
SoFi Technologies stock trades at $15.61, down 0.32% on the day, amid a bearish technical outlook. The company reported strong revenue growth, with 2025 revenue reaching $3.61 billion and net income of $481.32 million, though profitability margins have moderated from 2024. Recent news highlights SoFi's expansion into stablecoin services and record loan originations, yet the stock faces pressure from rising yields and sector-wide weakness.
The investment case balances robust fundamental growth against significant execution and macroeconomic risks. Analyst consensus is mixed with a $21.58 price target implying upside, but technical indicators and negative cash flow from operations warrant caution. Key catalysts include the Q3 2026 earnings report on October 27 and the company's ability to sustain loan growth amid economic uncertainty.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
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 →About SoFi Technologies Inc
SoFi is a financial services company that was founded in 2011 and is currently based in San Francisco. Initially known for its student loan refinancing business, the company has expanded its product offerings to include personal loans, credit cards, mortgages, investment accounts, banking services, and financial planning. The company intends to be a one-stop shop for its clients' finances and operates solely through its mobile app and website. Through its acquisition of Galileo in 2020 the company also offers payment and account services for debit cards and digital banking.
Read more on SOFI →
