Trane Technologies plc

Progressive

NVIDIA

ServiceNow

Amazon

Mastercard

Southern Company

Visa

Lowe's

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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Active investing has picked up significant interest from investors and asset managers alike. However, not every active ETF is created equal.

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JPMorgan Equity Premium Income ETF  has failed to keep up with the total return of the S&P 500 index. The JEPI fund's portfolio includes overvalued stocks despite the defensive intent of the ETF. JEPI offers a high dividend yield but has seen shrinking dividend payouts and lacks stability in its monthly income due to the call option strategy.

JEPI: Not Working Out As Expected

JEPI's focus on low beta stocks make it a good bet on red years but causes it to underperform during green years as the fund's total beta is 0.5. Dividends are tied to the volatility levels of the market which means you are likely to see lower distributions when market is heading higher. These make this fund a decent hedge but it probably shouldn't be your main play since markets tend to go up far more often than not in the long run.

JEPI: Probably Better As A Hedge Than Your Main Play

Neos S&P 500 High Income ETF

The proliferation of options-based strategies in the last few years highlights the popularity and value for investors. Many investors now own some version of an options income strategy in their portfolio, the most popular of which is the JPMorgan Equity Premium Income Fund (JEPI).

Own JEPI? Why You Should Add SPYI

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Investing in high-yielding monthly dividend payers can significantly enhance your retirement. We discuss several reasons why. We discuss eight quality high-yielding monthly dividend payers.

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The SPDR Biotech ETF makes investing in the complicated biotechnology sector easy. The SPDR Portfolio High Yield Bond ETF generates a treasure trove of income from junk bonds.

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Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs Bear: Do Alts Still Have a Place in 2024?

Consider purchasing JPMorgan Equity Premium Income ETF for market-like returns with moderate correlation and income generation. The JEPI ETF has a fluctuating payout but a solid track record and is expected to continue performing well. The ETF generates income through call options and equity-linked notes, providing potential gains and regular coupon payments.

JEPI ETF: Don't You Dare Put All Your Eggs In One Basket

Neos Enhanced Income Aggregate Bond Etf

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Neos Nasdaq-100 High Income ETF

The last two years benefited options-based strategies enormously as investors sought to boost their income in challenging markets. I recently sat down with Troy Cates, co-founder and managing partner at NEOS investments LLC, to talk about the firm's most recent fund launch and the mainstreaming of options-based strategies.

Troy Cates Talks Growth of Options-Based Strategies

Brookfield Asset Management

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Corp

Blackstone Group

Blackstone Secured Lending Fund

Enbridge

Enterprise Products Partners

Energy Transfer LP Unit

Mid-America Apartment Communities

iShares Preferred and Income Securities ETF 

Schwab US Dividend Equity ETF

Simon Property Group

Charlie Munger emphasized the importance of reaching a $100,000 investment portfolio to generate substantial returns through compounding. A 7% dividend yield from a $100,000 portfolio can provide a $7,000 passive income stream, covering 1-2 months of living expenses and delivering five-figure annualized total returns. We provide a sample $100,000 passive income snowball portfolio, divided into sections including ETFs, individual high-quality infrastructure, BDCs, REITs, and MLPs.

Build A $100,000 Dividend Snowball With A 7%-Yielding Portfolio

SPDR S&P 500 ETF Trust

Global X S&P 500 Covered Call ETF

Earlier in March, I joined ETF Prime with Nate Geraci. We discussed the status of his 2024 ETF predictions.

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ARK Innovation ETF

Most ETFs are index funds, but there are some excellent actively managed ETFs in the market. These three allow investors to boost their income, invest in potentially undervalued stocks, and get exposure to some of the most exciting businesses.

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Ares Capital

BlackRock Science & Technology

Crescent Capital BDC Inc

Calamos Dynamic Convertible & Income Fund

Calamos Global Total Return Fund

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

PIMCO Corporate & Income Strategy Fund

PIMCO Dynamic Income Fund

John Hancock Premium Dividend Fund

PIMCO Corporate & Income Opportunity Fund

Global X NASDAQ 100 Covered Call ETF

Cohen & Steers Quality Income Realty Fund

Royce Value Trust

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Special Opportunities Fund Inc

Credit Suisse X-Links Crude Oil Shares Covered Call ETN

Surrounded by the smoothness of the Tuscan landscape, I have always thought that the pursuit of harmony in human activities is the first step toward happiness. I also chase a balance in investments, seeking to create a portfolio whose securities provide a steady cash flow over time and grow the nominal capital invested.

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Vanguard Real Estate ETF

ETFs can provide a hands-off approach to earning passive income from dividends, allowing investors to achieve financial independence. High-yield monthly dividend ETFs can help investors budget their living expenses and potentially retire earlier. In this article, we discuss five well-diversified funds that pay out monthly dividends with annualized yields ranging from 8-12%.

Retire With 8-12%-Yields: Five Funds That Pay Fat Monthly Dividends

BlackRock Advantage Large Cap Income ETF

iShares Core S&P 500 ETF

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Invesco QQQ

BlackRock is rolling out two new exchange-traded funds that use option strategies, a hot area of the ETF market in the U.S.

BlackRock launches U.S. equity ETFs with covered-call strategies as option-based funds surge

The ongoing uncertainty of the last two years resulted in a boom for options-based strategy flows as investors sought to maximize income potential. As these strategies continue to prove popular through the first quarter of 2024, advisors don't want to miss the NEOS S&P 500 High Income ETF (SPYI).

On the Move: SPYI Nets Over $300 Million in Flows YTD

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Motley Fool Small-Cap Growth ETF

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Actively managed ETFs continue to gain traction. After a strong 2023, active ETFs gathered 34% of the net inflows in the first two months of 2024.

Another Strong Start For Active ETFs

iShares International Select Dividend ETF

Income-oriented investors should build portfolios that generate steady streams of portfolio income through dividends and interest payments. Many value stocks pay significant dividends, but those dividend payments (and yields) are not set in stone.

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Vanguard Dividend Appreciation ETF

Retiring with dividends provides financial freedom and security, allowing retirees to focus on enjoying their golden years and pursuing their passions. Dividend income reduces the risk of relying on capital appreciation and market volatility to fund living expenses. We compare three leading dividend ETFs to see which is the best option for retiring with dividends.

The Best ETF For Retiring With Dividends: SCHD, VIG, Or JEPI?

JPMorgan Equity Premium Income ETF is a hybrid ETF that generates monthly income while providing capital appreciation. JEPI has gained popularity and has exceeded $32 billion in assets under management. While there are risks to investing in JEPI, it has outperformed the T-Bill and chill income strategy and has the potential to appreciate further in a rate-cutting environment.

JEPI: An Enticing Combination Of Appreciation And Yield At 7.86%

JPMorgan Equity Premium Income ETF is one of the most popular dividend ETFs in the market and with good reason. The fund offers investors a 7.9% distribution yield and experienced fewer losses during the most recent downturn. JEPI has underperformed since early 2023 and by a lot.

JEPI: 3 Important Recent Developments

Dividend investing has become more popular in recent years due to low interest rates and the availability of income-focused ETFs. The JPMorgan Equity Premium Income ETF is a popular dividend and income fund that sells equity linked notes to generate steady income. JEPI has performed well since its inception in 2020, offering investors solid returns and steady income, particularly in volatile market conditions.

JEPI: This Should Be A Special Year For This Fund

Mega-cap tech stocks have been underperforming over the past month, signaling a shift in market trends that could favor diversified income strategies. Going overweight on the JPMorgan Equity Premium Income ETF relative to the S&P 500 is a prudent play due to the increased volatility that has historically taken place in March. JEPI offers a diversified, low-volatility equity portfolio with a higher dividend yield than the S&P 500, while its technical chart is encouraging.

Broadening Stock Market Gains Favors JEPI

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The trend towards active ETFs reflects a broader shift in investment strategies, with advisors and investors alike recognizing the potential benefits of actively managed funds.

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Austin Hankwitz is focused on building passive income in his portfolio and has successfully built a $250,000 dividend growth portfolio on his way to $2 million.

If You Can Predict Cash Flow You Can Predict Stock Price - Austin Hankwitz

News for JPMorgan Equity Premium Income ETF ETF (JEPI)