Johnson & Johnson and Mastercard are currently top holdings within the JEPI investment fund.
3 reports, 2 independent
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AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Johnson & Johnson and Mastercard are currently top holdings within the JEPI investment fund.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.SPYI ETF outperformed JEPI over the past year, alongside Fisher Investments' new retirement guide.1 source
J&J and Mastercard are top holdings in JEPI.1 source
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The entities involved
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Johnson & Johnson
U.S multinational medical devices, pharmaceutical and consumer packaged goods manufacturer
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Mastercard
American multinational financial services corporation
Related events
- Johnson & Johnson and Broadcom are noted as major holdings in the same investment fund, which also involves Apollo Global Management.
- Johnson & Johnson filed recent stock holdings with the SEC on October 15, 2026.
- Institutional investors boosted their stake in Johnson & Johnson (JNJ) shares, highlighting the company's drug profits and balance sheet in filings with the SEC.