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.

SPDR Dow Jones Industrial Average ETF

Schwab US Dividend Equity ETF

The high-yield Schwab U.S. Dividend Equity ETF provides exposure to some of the most reliable U.S. dividend stocks. The JPMorgan Equity Premium Income ETF aims to deliver monthly income and relatively low returns.

3 Dividend-Focused ETFs That Are Coiled Springs for a Lifetime of Passive Income

Ares Capital

BlackRock Science & Technology

Crescent Capital BDC Inc

Calamos Dynamic Convertible & Income Fund

Calamos Global Total Return Fund

Doubleline Opportunistic Credit Fund

BNY Mellon High Yield Strategies Fund 

DoubleLine Income Solutions Fund

Eagle Point Credit

Western Asset Global High Income Fund

Eaton Vance Enhanced Equity Income Fund II

Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Eaton Vance Tax-Advantaged Dividend Income Fund

Eaton Vance Limited Duration Income Fund

Fidus Investment

Gabelli Dividend & Income Trust

Guggenheim Strategic Opportunities Fund

Western Asset High Income Fund

John Hancock Tax-Advantaged Dividend Income Fund

JPMorgan Nasdaq Equity Premium Income ETF

Barings Corporate Investors

Barings Participation Investors

PIMCO Corporate & Income Strategy Fund

PIMCO Dynamic Income Fund

Six years ago, I wrote my first article on investing, in which I outlined the criteria that had guided me when constructing my first income portfolio. I have tried to retrace here the steps leading up to that article and then subsequent developments in creating my current portfolio. Today, I favor CEFs and ETFs that, in addition to providing regular income, show a positive NAV performance since inception, thereby demonstrating their ability to also generate value over time.

Building A 10% Income Portfolio Today

Realty Income Corp

Vici Properties

Realty Income and Vici Properties are two of the most stable REITs. JPMorgan's covered call ETFs are paying impressive dividend yields.

Why I Just Bought These 4 High-Yield Stocks and ETFs

Enterprise Products Partners

Investors should never chase yield. Buying a dividend stock simply because it offers significantly higher-than-average yields will only set you up for problems.

Income Icons: 3 Ultra-High Yield Stocks to Buy Hand Over Fist

ProShares S&P 500 High Income ETF

ProShares S&P 500 High Income ETF (ISPY) offers enhanced income compared to SPDR S&P 500 ETF (SPY). That ETF is reviewed in detail. JPMorgan Equity Premium Income ETF (JEPI) would be considered a competitor and is well known. I also review this ETF. ISPY started in late 2023 and has outperformed JEPI so far in 2024. While a few months doesn't mean long-term outperformance, I still give the ISPY ETF a Buy rating.

ISPY Vs. JEPI For Large-Cap Exposure And Higher Income

W. P. Carey

JPMorgan Equity Premium Income ETF provides monthly income and equity market exposure with less volatility. W.P. Carey pays a growing dividend backed by high-quality real estate.

Why I Keep Loading Up on These 2 Passive Income Machines

Kinder Morgan

Pfizer

Retirement investing can be challenging due to diverse needs and unique financial situations. Inflation reduces purchasing power and higher withdrawal rates impact net worth, making high-quality income stocks important. I highlight two ETFs and three dividend (growth) stocks that provide a great blend of income and growth at very attractive prices.

Up To 7% Yield - 5 Attractive High-Yield Picks To Help You Retire (Early)

GraniteShares HIPS US High Income ETF

High-yielding ETFs offer great investment avenues amid varying rate cut expectations and valuation concerns in some pockets of the broader market.

High-Yield ETFs Face Off: JEPI Versus HIPS

The JP Morgan Equity Premium Income ETF (JEPI) has grown rapidly due to its attractive monthly distribution. However, JEPI has some serious drawbacks. I discuss the only reason to buy JEPI and what to pair it with to offset its drawbacks.

JEPI: The Only Reason To Buy It And What To Pair It With

The JPMorgan Equity Premium Income (JEPI) and JPMorgan Nasdaq Equity Premium Income (JEPQ) ETFs have become highly popular among investors. JEPI has gained over $33 billion in assets while JEPQ has $13 billion.

JEPI and JEPQ ETFs have a new sibling: JADE

Realty Income's evergreen business model makes it a great investment. The JPMorgan Equity Premium Income ETF offers investors a high monthly yield.

3 Stock Investments That Cut You a Check Each Month

Vanguard High Dividend Yield ETF

Energy Select Sector SPDR Fund

The Energy Select Sector SPDR Fund offers investors exposure to numerous energy-related stocks with an expense ratio of only 0.09%. The JPMorgan Equity Premium Income Fund boasts a huge dividend yield of 7.3% by utilizing a covered-call strategy.

3 High-Dividend ETFs to Buy With $25,000 and Hold Forever

SPDR Gold Trust

Cohen And Steers Total Return Realty Fund

Cohen & Steers Quality Income Realty Fund

iShares 20+ Year Treasury Bond ETF

Reaves Utility Income Fund

Vanguard Materials ETF

The SWAN (Sleep Well At Night) strategy aims to minimize volatility and draw-downs while achieving high-income and market-matching growth. The strategy consists of two buckets: a Funds-based High-Income Dividend bucket and a Hedging (Rotational) bucket. The Funds-based DGI bucket provides simplicity, diversification, and passive management, while the Rotational bucket offers growth and a built-in hedging mechanism to limit draw-downs.

How To Invest $100,000 In Today's Market With A SWAN Strategy, 6% Income

PIMCO Enhanced Short Maturity Active ETF

Return Stacked US Stocks & Managed Futures ETF

Schwab U.S. Large-Cap ETF

SPDR S&P 500 ETF Trust

Blueprint Chesapeake Multi-Asset Trend ETF

Yieldmax Tsla Option Income Etf

Warren Buffett once famously said: “Someone is sitting in the shade today because someone planted a tree a long time ago.” Milestones in life and in investing have a way of getting us to stop and think about decisions made that brought us here.

ETF Lessons for a New Era

Brookfield Renewable Partners

Canadian Natural Resources

Enbridge

IonQ

Lithium Americas Corp

Defiance Nasdaq 100 Enhanced Options Income ETF

QuantumScape

Solventum Corporation

Tilray Brands

VictoryShares Free Cash Flow ETF

The "Undercovered" Dozen highlights twelve ideas from the previous month on stocks with limited coverage. QuantumScape, IonQ, Enbridge preferred shares, Tilray, and more are included this month.

The 'Undercovered' Dozen From April 2024

Goldman Sachs S&P 500 Core Premium Income ETF

ProShares Nasdaq-100 High Income ETF

Parametric Equity Premium Income ETF

Invesco Nasdaq 100 ETF

Neos S&P 500 High Income ETF

Global X S&P 500 Covered Call ETF

Covered call ETFs remain in focus to advisors, and as such, to asset managers. Indeed, Fidelity recently joined the growing group of well-established asset managers that offer enhanced income ETFs.

Why Covered Calls Can Make a Good Alternative

Air Products and Chemicals

Microsoft has plenty of room to grow its dividend. Air Products is a leading supplier of industrial gases, which are critical to the operations of various businesses.

3 Dividend Stocks That Are Coiled Springs for a Lifetime of Passive Income

The JPMorgan Equity Premium Income ETF (JEPI) currently offers a 30-day SEC yield of 6.98%. This ETF could be a passive income machine if you invest regularly for a long enough period.

Investing in This High-Yield ETF Could Turn $500 Per Month Into $42,650 in Annual Passive Income

In this article, I argue for an upgrade from Hold to Buy rating for JPMorgan Equity Premium Income ETF. I expect increased market volatility ahead, providing a boost to JEPI's income generation. The Fund's valuation is more reasonable relative to the broader market, with more diversified and value-oriented holdings.

Market Volatility? JEPI Can Help

Lack of sleep can negatively impact memory, creativity, and emotional wellbeing. It can also cause you to make disastrous mistakes that can kill your financial dreams. Asset allocation is critical to ensuring you can sleep well at night during inevitable downturns, and stick with the optimal investing plan for your needs. The JPMorgan Equity Premium Income Fund offers a high-yield, low-volatility option for investors, designed as an alternative to a 60-40 retirement portfolio.

JEPI: The Smart Investor's ETF For Reliable 8% Monthly Yields

JPMorgan Equity Premium Income ETF is overrated and part of a crowded market of covered call ETFs. JEPI's returns have been lackluster, with a 4% annual return over 28 months and a stock portfolio that lost nearly 12%. The yield on JEPI is dropping, and the spread over T-bills is narrowing, indicating potential risks for investors.

JEPI: Still Overrated, Maintain Sell

The JPMorgan Equity Premium ETF has gained a strong reputation among investors and has amassed $32B in AUM. JEPI's holdings differ significantly from an S&P 500 ETF, with a focus on quality and conservative investments. JEPI utilizes equity-linked notes for its options overlay, which carries advantages and disadvantages for investors.

JEPI Has The Perfect Strategy For Playing The Top

The JPMorgan Equity Premium Income ETF offers a high income yield. The ETF generates options premium income by writing calls on the S&P 500.

Got $1,000? This ETF Could Turn It Into an $85 Annual Passive Income Stream.

The ETF will suit investors looking for monthly income. The ETF is unlikely to outperform the S&P 500 on the upside but can outperform as the market declines.

Does This Monthly Income ETF's 7.6% Yield Make It a Buy Now?

Alerian MLP ETF

VanEck Vectors BDC Income ETF

Energy Transfer LP Unit

iShares International Select Dividend ETF

Virtus InfraCap U.S. Preferred Stock ETF

Cohen & Steers Infrastructure Fund Inc

Vanguard Dividend Appreciation ETF

Vanguard Real Estate ETF

Utilities Select Sector SPDR Fund

There are many compelling benefits to investing in dividend ETFs and CEFs. However, there are several key differences between investing in dividend ETFs and CEFs and buying individual dividend stocks that I wish I had known before investing. We discuss why we favor investing in individual dividend stocks over buying dividend ETFs and CEFs and also share the best kinds of stocks for implementing our strategy.

What I Wish I Knew About Dividend Stocks Before Buying ETFs And CEFs

News for JPMorgan Equity Premium Income ETF ETF (JEPI)