Jepq stock forecast sector rotation trends in the "jepq

Sector rotation trends in the "jepq stock forecast" indicate rising exposure to AI, semiconductors, and cloud computing, all forecasted to outperform in the second half of 2024. JPMorgan Equity Premium Income Fund has a dividend yield of 8.34%. JEPI has gained 1.74% over the past month and 6.74% over the past year. The Nasdaq-100 trades near 42x earnings and 17x book value, highlighting stretched valuations. Amazon delivers 91% EPS growth but negative free cash flow trends, priced at 35x earnings. Broadcom grows revenue but faces declining EPS, still trading at 52x. Such valuations leave the index vulnerable to compression. JEPQ provides partial income hedge but does not eliminate downside risk in a sharp correction, making it less of a defensive vehicle than some investors assume. Analysis of institutional buying patterns strengthens the "jepq stock forecast", as steady fund inflows from asset managers point to confidence in long-term ETF performance.