JPC

JPC is emerging as a primary beneficiary of the 'Quality Bid' rotation triggered by Amazon's $200B CapEx shock. While the broader tech sector bifurcates, JPC's 9.6% yield and post-merger scale (following the Sept 2025 absorption of JPI) offer a 'Safe Haven' with structural tailwinds. The convergence of 'Steady Climb' and 'Perfect Stack' signals confirms institutional accumulation, treating the fund as a lower-beta proxy for the infrastructure boom without the single-stock volatility of the AI arms race.