Trane Technologies plc

NVIDIA

Progressive

ServiceNow

Amazon

Mastercard

Southern Company

Visa

Microsoft

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.

I recommend the JPMorgan Equity Premium Income ETF for its diversified S&P 500 exposure and potential for recurring dividend income through call writing. The ETF's procyclical exposure and strong performance history make it attractive, especially given its 13.4% average annual return since inception. JEPI offers an overall balanced and diversified investment profile, but over-weights the well-performing IT sector.

JEPI: 7% Yield, Diversified, IT Exposure

SPDR Dow Jones Industrial Average ETF

JPMorgan Nasdaq Equity Premium Income ETF

Realty Income Corp

SPDR Portfolio High Yield Bond ETF

SPDR S&P 500 ETF Trust

Monthly payers like DIA, JEPI, JEPQ, and SPHY provide consistent income, making them attractive for income-focused investors. DIA offers exposure to the Dow Jones Industrial Average, balancing growth and stability. JEPI and JEPQ generate premium income through options strategies, enhancing yield potential.

How To Invest $100,000 For A High-Yield Monthly Dividend Portfolio

Adams Diversified Equity Fund

iShares Russell 2000 ETF

Income investors often favor value investments like midstream infrastructure, equity REITs, and blue-chip cash cows for yields between 5% to 8%. Long-term alpha-like returns are unlikely with these assets, but they offer stable income streams that are suitable for defensive retirement portfolios. Some investors might, however, want to combine high yield with growth-like exposure.

2 Picks For High-Yield Investors Who Seek Growth-Like Exposure

Schwab US Dividend Equity ETF

When it comes to producing high-yield dividend income, investors often look into traditional value stocks that fall into one of two categories: Dividend Aristocrats and Dividend Kings.

2 High-Yield Dividend ETFs Passive Income Lovers Should Buy Now

Global X SuperDividend US ETF

Vanguard Total Corporate Bond ETF

These three ETFs will perform differently across various market conditions, but they will do what it takes to maintain their monthly distributions.

3 Great High-Yield ETFs for Decades of Passive Income

Vanguard Total Stock Market ETF

Vanguard Growth ETF

24/7 Wall St. Insights Exchange-traded funds offer a stock market type platform to invest in various indexes.

Got $1,000 to Invest: Are VTI, JEPI or VUG ETFs a Buy?

Ishares Ethereum Trust

SPDR Gold Trust

iShares Bitcoin Trust

KraneShares CSI China Internet ETF

Research Affiliates Deletions ETF

Palmer Square CLO Senior Debt ETF

In this edition of ETF Prime, Kirsten Chang, senior industry analyst at VettaFi, talked milestones in ETFs this year with host Nate Geraci. The podcast also included a discussion with James St. Aubin, CIO at Ocean Park Asset Management.

ETF Prime: Chang on $10 Trillion in ETFs, Record Flows & More

Roundhill Innovation-100 0DTE Covered Call Strategy ETF

Global X NASDAQ 100 Covered Call ETF

TappAlpha SPY Growth and Daily Income ETF

Global X S&P 500 Covered Call ETF

A covered call strategy is an investing technique that saves one from market selloffs to a large extent.

Tap Covered Call ETFs to Earn Higher Income

iShares iBoxx High Yield Corporate Bond ETF

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

Alerian MLP ETF

Algonquin Power & Utilities

VanEck Vectors BDC Income ETF

Energy Transfer LP Unit

Medical Properties Trust

NextEra Energy

Palantir Technologies

Invesco QQQ

Cohen & Steers Quality Income Realty Fund

AT&T

Vanguard Real Estate ETF

Utilities Select Sector SPDR Fund

Picking individual stocks can outperform the market if you enjoy analyzing companies and have the discipline to manage your investments carefully. There are important lessons that investors need to follow if they are going to have success picking stocks. I share three of some of the most important lessons I have learned over the years that I wish I had known at the beginning of my stock-picking career.

What I Wish I Knew Before Becoming A Stock Picker

iShares National Muni Bond ETF

Global X U.S. Preferred ETF

Global X SuperDividend REIT ETF

Vanguard High Dividend Yield ETF

24/7 Wall St. Insights Exchange-traded funds have numerous advantages over open-end mutual funds.

6 Top Dividend ETFs to Buy in September for Passive Income Investors

Ares Capital

BlackRock Science & Technology

Crescent Capital BDC Inc

Calamos Dynamic Convertible & Income Fund

Calamos Global Total Return Fund

Eagle Point Credit

Eaton Vance Enhanced Equity Income Fund II

Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Eaton Vance Tax-Advantaged Dividend Income Fund

Fidus Investment

Guggenheim Strategic Opportunities Fund

John Hancock Tax-Advantaged Dividend Income Fund

Barings Corporate Investors

Oxford Lane Capital

PIMCO Corporate & Income Strategy Fund

PIMCO Dynamic Income Fund

John Hancock Premium Dividend Fund

PIMCO Corporate & Income Opportunity Fund

Royce Value Trust

Global X Russell 2000 Covered Call ETF

Special Opportunities Fund Inc

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.

My 9.5% Income Portfolio-The View From The Top

Brookfield Asset Management

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Corp

Enbridge

Enterprise Products Partners

Golub Capital BDC

Blue Owl Capital

W. P. Carey

We share the criteria by which we select dividend stocks. We share 10 stocks that meet these criteria. We also share five funds that provide an alternative path to achieving somewhat similar results with greater diversification and passivity in exchange for lower total return potential.

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?

iShares 0-3 Month Treasury Bond ETF

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

Vitesse Energy Inc

Whirlpool

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.

3 High-Yield Dividend Stocks That Can Earn You Bundles of Cash

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.

The Best Dividend ETF Passive Income Investors Love

Innovator Equity Bond-Alternative ETF

Cambria Core Equity ETF

iShares Core Dividend Growth ETF

iShares Russell 1000 Value ETF

Global X U.S. Infrastructure Development ETF

SPDR Portfolio S&P 500 Value ETF

Vanguard Health Care ETF

Vanguard Dividend Appreciation ETF

Vanguard Value ETF

Consumer Staples Select Sector SPDR Fund

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.

5 ETF Strategies to Follow Amid the Current Market Turmoil

Automatic Data Processing

Aflac

American Tower

Costco

Dick's Sporting Goods

Raytheon Technologies

Wendy's

Dividend stocks are a must-own component for any investor looking to establish serious wealth. We all know the statistic that the S&P 500 has returned 10.5% annually on average since its creation in 1957.

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News for JPMorgan Equity Premium Income ETF ETF (JEPI)