Apple

NVIDIA

Microsoft

Amazon

Broadcom

Alphabet

Tesla

Netflix

Costco

JPMorgan Nasdaq Equity Premium Income ETF

JEPQ is an actively-managed fund of US large-cap companies from the Nasdaq-100 Index, assessed and managed using ESG factors and a proprietary data science driven investment approach. The fund also invests in ELNs in seeking income generation.

Schwab US Dividend Equity ETF

The equilibrium level for maximized yield and minimized dividend cut has decreased over the past couple of quarters with many top picks experiencing notable yield compressions. The outlook for high-yield strategies does not look that great either. Hence, investors have to increasingly consider ways to enhance their portfolios and obtain less interest rate correlated yields.

Hard To Imagine High Yield Portfolio Without These 2 Enhancers

JEPQ delivers a 9% monthly yield, combined with lower volatility and long-term income growth, making it a core component of my high-yield portfolio for 2025. JEPQ harnesses Nasdaq's volatility through Exchange-Linked Notes (ELNs) and active stock selection to provide steady monthly income, reducing downside risk while capturing upside potential. Since its inception, JEPQ has delivered 26% lower volatility than the Nasdaq and beaten the S&P 500.

JEPQ: A Monthly Dividend Powerhouse With A Big Yield To Fund Your Financial Dreams

Global X NASDAQ 100 Covered Call ETF

The JPMorgan Nasdaq Equity Premium ETF (JEPQ) and Nasdaq 100 Covered Call ETF (QYLD) funds offer some of the biggest yields in the United States. JEPQ yields 9.30%, while the QYLD yields 11.46%, much higher than what the Nasdaq 100 index offers.

JEPQ and QYLD ETFs outlook for 2025: are they good buys?

I love generating passive income. I currently use that income to make more income-generating investments.

Why I Can't Stop Buying This Ultra-High-Yielding ETF

JEPQ is an option income ETF based on Nasdaq-100 like portfolio, offers one of the best income sources, with market beating total performance since its inception. The Invesco QQQ Trust ETF excels in growth and diversification over the best innovation companies, forming a crucial base for reliable and future-proofing income. QQQ's market (both stock and option) size and liquidity make JEPQ a highly dependable choice for income investors.

JEPQ: Why It Should Be A Top (Income) Holding In 2025

I issue a "strong sell" rating for JEPQ, despite its high-yield allure, due to significant underperformance and inefficiencies in its investment strategy. JPMorgan Nasdaq Equity Premium Income ETF's approach to options selling, while competitive and different from traditional strategies, does not generate enough income to fulfill its promised distributions. The fund is already relying on new investor inflows, which risks NAV erosion and unsustainable returns in bear markets.

JEPQ: Dissecting Its 10% Yield

JPMorgan Equity Premium Income ETF

TORONTO, Dec. 02, 2024 (GLOBE NEWSWIRE) -- J.P. Morgan Asset Management (JPMAM)* today announced the estimated annual reinvested capital gain distributions for the below listed JPMorgan ETFs (the “Funds”). These estimates are for the annual non-cash capital gains distributions, which are typically reinvested in additional units of the respective Funds at the year-end, and do not include estimates of ongoing monthly cash distribution amounts. The additional units will be immediately consolidated with the previously outstanding units such that the number of outstanding units following the distribution will equal the number of units outstanding prior to the distribution.

JPMorgan Asset Management (Canada) Inc. Exchange Traded Funds 2024 Estimated Annual Reinvested Capital Gain Distributions

American States Water

Illinois Tool Works

The truth is, no one knows if a company has what it takes to reward its investors with a lifetime of passive income. But there are criteria you can use to determine the durability of a dividend-paying company or exchange-traded fund (ETF).

2 Outstanding Dividend King Stocks and 1 ETF to Buy for a Lifetime of Passive Income

The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ -0.51%) is one of the most exciting ways for retail investors to access a high-yield strategy that also provides exposure to some of the leading technology companies, like Nvidia. It's an intriguing option that genuinely offers investors something different in the world of high-yield investing.

Want to Own Nvidia Stock and Get a 9.6% Dividend Yield? Here's How.

Enbridge

Main Street Capital

Realty Income Corp

Retirement income investing at its core is about not touching the principal and enjoying high and durable dividends. While it sounds simple, it actually requires a careful and diligent security selection process. The key is to find a balance between high yield (risk) and safety.

Hard To Imagine A Retirement Portfolio Without These 5 High Yield Gems

Adams Diversified Equity Fund

Blackrock Inc

Bristol-Myers

ConocoPhillips

Cisco Systems

Chevron

EOG Resources

Enterprise Products Partners

Energy Transfer LP Unit

SPDR Gold Trust

SPDR Gold MiniShares Trust

Home Depot

New Linde PLC

Eli Lilly

Lockheed Martin

Altria

MPLX

Marathon Oil

We present a highly diversified yet simple portfolio of 10 positions, with 9 funds and one individual MLP stock. The portfolio has been designed for retirees and investors planning for retirement, with a 6% current income yield and potentially 6% plus dividend growth. The portfolio presented uses a hands-off approach, and it is diversified among many asset classes as well as different sectors of the economy to be able to withstand different economic cycles in the next 10 years.

Potential $5,000 Monthly Income: 10 Investments To Buy And Hold For Next 10 Years

Got $10,000? This Unique Nasdaq ETF Could Turn It Into About $1,000 of Income Each Year.

JEPQ is a highly popular ETF due to its strong performance since inception and attractive ~10% annualized yield with monthly payouts. However, I do not think that it makes sense to buy JEPQ in the vast majority of cases. I share the only time I think that it makes sense to buy JEPQ.

The Only Time To Buy This 10% Yield: JEPQ

The JPMorgan Nasdaq Equity Premium Income ETF offers high income by buying NASDAQ 100 components and equity-linked notes, outperforming many high-yield assets. JEPQ is tech-heavy and volatile, making it suitable for aggressive income portfolios but not for conservative fixed-income portfolios. The fund has impressed with its returns against other high yield assets, including MLPs, REITs, and junk bonds.

JEPQ And Its Place In An Income Portfolio

Historically, we've rated JEPQ, the JPMorgan Nasdaq Equity Premium Income ETF, a 'Sell' due to sub-par total returns profile and income. Despite previous criticisms, JEPQ's recent performance has been more robust than expected, leading us to upgrade it to a 'Hold' rating. JEPQ's ELN-based OTM option selling strategy has shown resilience, maintaining income and principal growth even during volatility spikes.

JEPQ: We're Coming Around On This 9.5%-Paying 'High Yield' ETF (Rating Upgrade)

Amazon ( NASDAQ:AMZN ) stock is on fire heading into the second half of November.

Forget Amazon: Buy These 2 ETFs Instead

The JPMorgan Nasdaq Equity Premium Income ETF is recommended as a buy, offering upside potential amid increased volatility and strong recent performance. JEPQ generates income by selling options and investing in US large-cap growth stocks, aiming for high-income returns with reduced volatility. JEPQ's assets under management have grown significantly, and its dividend yield is primarily driven by option premiums, not traditional cash flows.

JEPQ: Tech Volatility Perking Up, Stick With This Nasdaq 100 Covered Call ETF

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

Cohen & Steers Quality Income Realty Fund

Royce Value Trust

Global X Russell 2000 Covered Call ETF

Special Opportunities Fund Inc

Credit Suisse X-Links Crude Oil Shares Covered Call ETN

Cohen & Steers Infrastructure Fund Inc

Closed-end funds are special income vehicles, with many positive aspects and just as many weaknesses that take time to be properly understood and evaluated. I discovered their existence about ten years ago, and over time, I became convinced of their worth by developing a personal method of selection based mainly on NAV performance. This is an analytical, data-driven approach which I then extended to other types of securities in my portfolio, namely ETFs and BDCs.

My 9.5% Income Portfolio CEFs And Classic Cars

The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has done well this year and has soared to a record high of $56.65. It has jumped by 13% and is hovering at its all-time high.

JEPQ ETF stock sits at an all-time high: 3 catalysts to watch

It sounds too good to be true: a growth oriented ETF investment that also offers a 9% dividend yield. Here's what you need to know about JEPQ.

JPMorgan Nasdaq Equity Premium Income ETF: Good for Income, but It Comes With Risks

GPIQ's active at-the-money covered call strategy can often provide more capital appreciation than JEPQ's out-of-the-money strategy without sacrificing income. Additionally, GPIQ's target yield of 10.5% make its distributions more stable. GPIQ offers more tax-efficient distributions, with over 90% reported as return of capital, compared to JEPQ's ordinary income distributions.

JEPQ Vs. GPIQ: One Fund Is Hugely Underrated

This ETF provides its investors with a premium passive-income stream.

1 High-Yield Dividend ETF to Buy to Generate Passive Income

iShares Edge MSCI Min Vol Global ETF

SPDR Bloomberg 1-3 Month T-Bill ETF

Vaneck CLO ETF

iShares 7-10 Year Treasury Bond ETF

Janus Henderson AAA CLO ETF

Janus Detroit Street Trust-Janus Henderson B-BBB CLO ETF

iShares 0-3 Month Treasury Bond ETF

US Treasury 3 Month Bill Etf

iShares 20+ Year Treasury Bond ETF

iShares Edge MSCI Min Vol USA ETF

This article covers a five-ETF portfolio built to replace and beat out a traditional 60/40. This portfolio could be built by a DIY investor with ease. It would be simple to monitor and rebalance. The goal is to create a >4% yield while providing as much or more safety than a traditional 60/40.

5 ETFs To Retire With In 2025

Goldman Sachs S&P 500 Core Premium Income ETF

Invesco S&P 500 Equal Weight Income Advantage ETF

The Nasdaq 100's trailing ten year returns are unlikely to be repeated in the next ten years. Covered Call ETFs offer a strategy to generate better total returns in a more muted return environment. Middle caps stocks are not vulnerable to regulatory and tax risk that mega cap stocks are, have lower valuations, and could outperform.

Market Returns Should Be Lower Going Forward - Look To Premium Income ETFs

CTO Realty Growth

Ford Motor Company

NextEra Energy

Simon Property Group

Earning season is crucial, with big tech companies like Microsoft, Apple, Meta, Alphabet, and Amazon reporting, potentially driving the market higher. The Dividend Harvesting Portfolio saw a healthy retracement, maintaining a 24.65% ROI, with a focus on diversification and recurring income. Added to positions in Ford and NextEra Energy Partners to enhance dividend income, projecting $1,910 in forward dividend income by year-end.

News for JPMorgan Nasdaq Equity Premium Income ETF ETF (JEPQ)