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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.

JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan Hedged Equity Laddered Overlay ETF

J.P. Morgan Asset Management today announced the launch of a new actively managed hedged equity ETF. The JPMorgan Hedged Equity Laddered Overlay ETF (NYSE Arca: HELO) invests in U.S. large-cap equities with a laddered options overlay.

Oh, HELO: J.P. Morgan Launches Hedged Equity Laddered Overlay ETF

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Hello, VettaFi Voices! Whenever I read about the economy in 2023, the one word that comes up repeatedly in various forms is “uncertain.

VettaFi Voices On: Risk Management in an Uncertain Economy

JPMorgan Equity Premium Income ETF is a high-yielding ETF aiming to provide investors with capital appreciation and regular monthly dividend income. Despite its lack of price appreciation since my April update, its solid total return underscores the robustness of its overall strategy. The fund is defensively configured. Despite that, it has outperformed its peers on a risk-adjusted basis.

JEPI: High Yield And Superior Risk-Adjusted Returns - Still Need More?

Passive income is a great way to save for retirement. JEPI is popular among retirees due to its high yield, monthly payouts, and diversification that includes considerable tech exposure. However, we share three reasons why investors should avoid the fund.

Retirement Passive Income: 3 Reasons To Avoid 10% Yielding JEPI

Yieldmax Tsla Option Income Etf

JPMorgan Equity Premium Income ETF is the gold standard of covered call ETFs due to its unique options strategy and 8% to 10% long-term return guidance. Comparisons have been made between JEPI and challenger ETFs like DIVO and SPYI to determine if they can surpass JEPI's ultra-high-monthly yield and excellent returns. Retirees and income-focused investors can learn about safe-covered call investing through JEPI and compare it to the YieldMax TSLA Option Income ETF and its strategy.

JEPI And TSLY: What A 50% Yielding ETF Can Teach Income Investors

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Greetings, VettaFi Voices! Now seems like a good time to talk about wrappers and which ones are best for different situations.

VettaFi Voices On: Choosing Your Wrapper

High yield ETFs like JEPI and JEPQ are popular among passive income investors for their simplicity and attractive income streams. Moreover, JEPI and JEPQ offer considerable exposure to technology. We compare them side by side and offer our take on which is the better pick for passive income investors.

10%+ Monthly Yields: JEPI Or JEPQ?

The JPMorgan Nasdaq Equity Premium Income ETF is a relatively new member of the JPMorgan income fund family. Given the lack of data, many investors are likely uncertain about its current valuation and long-term return potential. This article compares it to the JPMorgan Equity Premium Income ETF. Given their similar strategy, such comparison provides a few key insights.

JEPQ: Lessons From JEPI

SPDR S&P 500 ETF Trust

The JP Morgan Equity Premium Income Fund (JEPI) is doing modestly well this year as the stocks rally gains steam. JEPI was trading at $55.57 on Wednesday, a few points below the year-to-date high of $55.85.

JEPI ETF is a good complement to SPDR S&P 500 fund (SPY)

Global X NASDAQ 100 Covered Call ETF

Sure, 5% CDs are appealing. And some bond funds can yield even more than that.

How To Score An 11% Yield For Doing Absolutely Nothing

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Sure, there are U.S. Treasuries. Fears of more interest rate hikes have put the 10-year Treasury note yield above 4.3%, its highest level since the 2007 financial crisis.

3 Low-Cost Equity ETFs With High Dividends

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V.F.

Prior to July 31, my readers mentioned 39 equities in their comments on my articles. Some bad news investments (Rogues) mixed with (mostly) Favorites. Thus, these are ReFa/Ro. Ten analyst-target-estimated TOP-NET-GAIN Re/Fa/Ro: MO, ACRE, PFE, O, KHC, MDV, VFC, BRSP, BTI, and MITT, averaged 48.7% net gains from reader data collected 8/18/23. Ten analyst-target-augured July top-price upside reader faves and rogues (ReFa/Ro) were: MDV, BIIB, KHC, PARA, VFC, DIS, BRSP, BTI and MITT boasting a 47.71% average target price upside estimate.

Readers Post 20 July Dividend Buys

JPMorgan Equity Premium Income ETF has grown to $28.45 billion in assets under management and has appreciated by 3.65% since September. JEPI generates income through monthly distributions and capital appreciation, with a portfolio designed to offer less downside volatility than the S&P 500. The fund allocates 80% of its assets to equities and 20% to exchange-linked notes, allowing for continuous income generation without sacrificing upside potential.

JEPI Is One Of My Favorite Income Funds For The Foreseeable Future

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Perfection is defined as being complete and correct in every way, and can be pursued in various fields, including art and investing. For years now, I have been employing all my strength in investing in CEFs and ETFs, plus some “flirtations” with ETNs and BDCs. My portfolio is certainly not perfect, but acceptably fulfills the task for which it was designed: namely, to provide me with a steady stream of dividends over time.

My 9% Income Portfolio - Nobody Is Perfect

JEPI offers a higher yield compared to the S&P 500 and other income-focused ETFs. I like JEPI's defensive asset allocation with lower volatility and higher earnings growth than the S&P 500. Selling volatility through options helps JEPI generate very attractive income, benefitting from market volatility.

JEPI: Equity Dividend Yield On Steroids

JPMorgan Equity Premium Income ETF (JEPI) is a popular choice for income investors, offering a high distribution yield of 10.2%. JEPI is an actively managed ETF with a low expense ratio of 0.35% and focuses on low beta stocks within the S&P 500. The fund generates its high distribution yield through the use of derivatives, such as options, but has limited upside potential.

JEPI: High Yield But Limited Upside

JPMorgan Equity Premium Income ETF is the most popular covered call ETF with $29 billion AUM. JEPI's unique approach of selecting low volatility stocks (defined by low Beta) works well in bear markets but underperforms in bull markets. When you combine the selection of low Beta stocks with writing covered calls against SPY, your underperformance will be multiplied by a factor of 2-3x.

JEPI: Here Is Why It's Underperforming In 2023 And May Continue To Do So

JPMorgan Equity Premium Income ETF generates alpha during market volatility and has outperformed the S&P 500 in August. JEPI has significant assets under management and a low expense ratio, making it an attractive option for investors. The fund's portfolio is diversified and has a lower standard deviation compared to the S&P 500, making it a potentially less volatile investment option.

JEPI: Go Overweight As Volatility Kicks Up

JEPI is one of the most popular income ETFs in the market. The fund has underperformed the S&P 500, and most of its close peers, YTD. An explanation as to why follows.

JEPI's Underperformance Explained

Option-based stock ETFs like JPMorgan Equity Premium Income ETF and Neos S&P 500(R) High Income ETF have been popular due to their ability to generate yield and protect against market volatility. JEPI uses a leveraged covered call strategy to generate income while retaining upside potential, with a portfolio focused on stable earnings. SPYI is a promising challenger to JEPI's throne, offering a higher yield and stable income but with higher expenses and limited history.

JEPI Vs. SPYI: One Is The Ultimate High-Yield Retirement Dream ETF

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While actively managed ETFs are less popular than passive ETFs, some are worth considering for your investment portfolio. However, let me make something clear: passive investing continues to capture market share from active management.

3 Low-Cost Actively-Managed ETFs to Buy Now

Hello! This is MarketWatch reporter Isabel Wang bringing you this week's ETF Wrap. In this week's edition, we look at covered-call ETFs, which use an options strategy known as covered-call writing which may limit potential upside participation but generates income for investors in volatile markets.

This type of ETF is designed to hedge against volatility and help investors navigate a stormy stock market

The JPMorgan Equity Premium Income (JEPI) ETF has seen a sharp increase in inflows this year as demand for the fund continued. The fund has seen the amount of inflows jump to over $11 billion, to the current $28 billion.

JEPI ETF inflows slip as the S&P 500 rally gains steam

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By Elisabeth Kashner, CFA | August 2, 2023 In the U.S., ETF fee compression slowed dramatically in the first half of 2023. This year in the six months through June 2023, ETF expenses fell just 0.

U.S. ETF Fee Compression Slows

Neos Enhanced Income Aggregate Bond Etf

Neos Enhanced Income Cash Alternative Etf

In a still-uncertain second half, advisors and investors remain in search of ways to boost income potential and portfolio diversification. The environment has favored options strategies, particularly covered calls that continue to bring in massive inflows, but most advisors and investors are missing out on the opportunity.

Modern Portfolio Construction Should Include Covered Calls

News for JPMorgan Equity Premium Income ETF ETF (JEPI)