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JPMorgan Equity Premium Income ETF

JEPI is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income.

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The iShares iBoxx High Yield Corporate Bond ETF (HYG) and the JPMorgan Equity Premium Income ETF (JEPI) ETFs have grown to become some of the most popular dividend funds among retirees, accumulating $35 billion and $15 billion in assets.

HYG vs JEPI: Which is the better dividend ETF to buy?

JEPI has underperformed the S&P 500 lately and its yield has declined by ~25% over the past 12-month period. As interest rates are set to decline further, the overall prospects for JEPI to produce enticing returns seem fairly limited. However, there lies a significant potential for JEPI to benefit from a rising VIX, which could make a big difference.

JEPI: If You Are A Dividend Investor, You Have To Consider This Opportunity

Regular portfolio reviews are essential, especially for unique ETFs like JPMorgan Equity Premium Income ETF and Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF. JEPI aims to deliver consistent monthly income and potential capital appreciation with a 7.3% forward yield, leveraging stock dividends and options premium. QDPL targets 400% of the S&P 500 ordinary yield with a 5.7% forward yield, offering less volatile payouts compared to JEPI.

Sold JEPI As QDPL Is Better For Income Generation

JPMorgan Equity Premium Income ETF offers a 7% yield and combines equity exposure with an option writing strategy for recurring income. With the U.S. economy growing and inflation receding, JEPI's NAV has strong growth potential in 2024, especially with AI-driven tech investments. JEPI outperforms alternatives like QYLD, boasting higher NAV returns and lower fees, making it a compelling choice for passive income investors.

JEPI: Why I Am Doubling Down On This 7% Yielding ETF At 52-Week Highs

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Total Return is a percentage measure reflecting the total performance of a fund, incorporating both capital gains and the effect of dividends reinvested over a specific period. Net Asset Value is the value of an investment fund, determined by subtracting liabilities from assets. The fund's per-share NAV is found by dividing NAV by number of shares outstanding. A positive Total Return with a negative NAV performance creates dissonance in my opinion, whereas having both values positive gives a favorable indication of the quality of a fund.

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10 Stocks And 5 Funds For A Powerful Dividend Snowball

The JPMorgan Equity Premium Income ETF (JEPI) has done well this year, helped by the ongoing surge of American stocks. Its stock has risen in the last four consecutive weeks and is trading at a record high of $58.8.

JEPI: Is JP Morgan's blue-chip boomer candy ETF a good buy?

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JPMorgan Equity Premium Income ETF offers income and upside potential. iShares 0-3 Month Treasury Bond ETF is a great way to generate incremental passive income from idle cash.

3 High-Yielding ETFs I Can't Wait to Buy for Passive Income This September

As I had expected, JEPI has underperformed the S&P500 since my last update at the start of the year. Despite a volatile start to August, I remain bullish on the S&P500 due to positive EPS growth, which does not indicate chances of a recession or a prolonged market downturn. A bullish market outlook is unfavorable for JEPI due to its 13.5% allocation to a covered call strategy, which is effective mostly in flat to falling markets.

Why JEPI Is Likely A Worse Bet Than SPY

Buy-Write ETFs are a very interesting financial engineering solution, but they have some inconsistencies. By studying the most commonly used ones, JEPI and XYLD, it's easy to realize that there's not much difference compared to investing in the U.S. stock market. Compared to a classic SPY, we realize that, given the risk, there isn't currently an alpha that is particularly compelling, nor are there significant benefits in terms of portfolio diversification.

Buy-Write ETFs: Why Buy? The Case For JEPI, XYLD

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Vitesse Energy's primary focus is generating dividends for investors. The JPMorgan Equity Premium Income ETF aims to generate lower volatility returns and monthly income for investors.

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Covered call ETFs have become highly popular among income-focused investors in the past few years, such that the industry now has over $80 billion in assets.  The JPMorgan Equity Premium Income ETF (JEPI) leads the industry with over $33 billion.

JEPI, JEPQ, XYLD, and QYLD ETFs have failed 2 key tests

24/7 Wall St. Insights Exchange-traded funds (ETFs) have numerous advantages over open-end mutual funds Some top ETFs pay monthly dividends, while most pay quarterly, a plus for passive income investors Grab this free report today: Access 2 legendary, high-yield dividend stocks Wall Street loves.

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A defensive investment minimizes risk and protects your portfolio during market downturns. It involves investing in stable, low-volatility stocks that have a history of consistent performance, even during economic downturns.

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A covered call strategy saves investors from occasional selloffs to a large extent.

Time for Covered Call ETFs?

JPMorgan Equity Premium Income ETF's monthly distributions have significantly decreased over time, failing to generate the expected premium income. Despite being designed for volatile periods, JEPI investors are receiving lower monthly distributions compared to when the fund started, back in 2020. The ETF should be unloaded, especially after the next down cycle, when the fund will again underperform following the market rally.

JEPI: Flaws In Premium Income ETF

Comparison of S&P 500 covered call ETFs: JEPI, XYLD, SPYI, ISPY. I analyze each fund's composition, type of contract traded, tax implications, ATM vs. OTM, and total returns. JEPI is facing serious competition, especially when it comes to tax-efficiency.

JEPI: Competition Is Everywhere

JPMorgan Equity Premium Income ETF is the largest actively managed ETF, with over $34 billion in AUM. BlackRock predicts the actively managed ETF market will quadruple, but it remains to be seen in the next five years. JEPI offers consistent income, low expense ratio, and exposure to over 100 equities, making it a top choice for income investors.

JEPI Is Still One Of My Favorite Income Producing ETFs Yielding 7.27%

JEPI is a high-quality, defensive total return ETF focused on income investors. It offers a stable monthly distribution. JEPI's focus on fundamentally strong companies helps assure investors of its stability. The fund combines dividend investing with options overlay, providing potentially lower volatility.

JEPI: Invest For The Monthly Paycheck And Ignore The Noise

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