IQ

IQ: ETFIQ’s AI for ETF research

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As of Oct 27, 2026, IQ answers about 4,905 US-listed ETFs from ETFIQ data, every number dated and linked.

2 free questions, then sign in with an email. Answers quote ETFIQ’s dated data and link to the source. Not investment advice.

askIQ · Example answerData as of Oct 27, 2026

What does JEPI hold and what did it pay?

The largest of JEPI's 135 equity positions are MSFT 1.98%, AAPL 1.94% and MA 1.90% (issuer holdings, Oct 26, 2026). Over the year to Oct 27, 2026 it paid 7.9% of its starting price in cash. Its latest payout annualizes to 7.2% at the Oct 27, 2026 price, which is not a promise.

135The largest of JEPI'sJEPI on ETFIQ · Oct 27, 2026
1.98%MSFTJEPI on ETFIQ · Oct 27, 2026
1.94%AAPLJEPI on ETFIQ · Oct 27, 2026
JEPI on ETFIQ →More example answers →A prepared example, not a live answer.
IQ’s readingData as of Oct 27, 2026

The first line of JEPI’s page

Over the year to Oct 27, 2026, JEPI paid 7.9% in cash and returned 7.6% in total, against 13.5% for SPY.

7.9%Cash paid, 1 year, on its starting priceJEPI · Oct 27, 2026
+7.6%Total return, 1 yearJEPI · Oct 27, 2026
−5.9 ptsAgainst SPYJEPI · Oct 27, 2026
Open JEPI →Computed nightly from ETFIQ data. Not written live.
IQ in your AIUpdated Oct 27, 2026

Use ETFIQ data inside your own assistant.

Add https://mcp.etfiq.com to Claude, ChatGPT or any MCP client. No key. Every answer carries a citation, such as “ETFIQ, as of 2026-10-27. https://etfiq.com/funds/spy”

27read-only toolsMCP server · Oct 27, 2026
4,905US-listed ETFsMCP server · Oct 27, 2026
Connect your AI →Free. Answers cite etfiq.com.
IQ in 4 places
4,905askIQAsk about any ETF. Every number dated and linked.12 seatsInvestment CommitteeEleven investing traditions and ETFIQ’s Skeptic read a fund.JEPIIQ’s readingOne computed sentence opens each fund page.27 toolsIQ in your AIClaude, ChatGPT and other assistants, through MCP.
IQ Investment Committee on JEPI

12 seats on JEPI, as of Oct 27, 2026: 1 Supports, 2 Mixed, 6 Challenges, 1 Not enough data, 1 Does not apply, 1 Observes.

In the tradition ofJohn BogleBogle-style Low CostChallenges
In the tradition ofBenjamin GrahamGraham-style Margin of SafetyChallenges
In the tradition ofWarren Buffett & Charlie MungerBuffett & Munger-style QualityMixed
In the tradition ofPeter LynchLynch-style Growth at a Reasonable PriceChallenges
In the tradition ofJohn TempletonTempleton-style Global ContrarianMixed
In the tradition ofRay DalioDalio-style All-WeatherNot enough data
In the tradition ofHoward MarksMarks-style Cycles & RiskObserves
In the tradition ofStanley DruckenmillerDruckenmiller-style Macro & LiquidityChallenges
In the tradition ofDavid SwensenSwensen-style DiversificationChallenges
In the tradition ofCathie WoodWood-style Disruptive InnovationDoes not apply
In the tradition ofJesse LivermoreLivermore-style Trend FollowingSupports
Uses ETFIQ’s measuresThe ETFIQ SkepticETFIQ’s own seatChallenges
Put JEPI to the committee →See all seats →No investor named is affiliated with or endorses ETFIQ. Not investment advice.

Questions people ask

What is IQ?

IQ is ETFIQ’s AI for ETF research. It answers from ETFIQ’s own dated data, never from memory.

Is IQ’s reading written live by AI?

No. IQ’s reading is computed each trading night from ETFIQ data and checked before it publishes. Nothing on a fund page is written live.

Is IQ investment advice?

No. IQ describes what the data shows. It never says what to buy, sell or hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IQ, data as of Oct 27, 2026. https://etfiq.com/iq/

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Free to use with attribution for ETFIQ’s data. Not investment advice.

No investor named is affiliated with or endorses ETFIQ. Not investment advice.