NVIDIA

Apple

Microsoft

Amazon

Alphabet

Broadcom

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.

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)

JPMorgan Equity Premium Income ETF

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

Forget Amazon: Buy These 2 ETFs Instead

Global X NASDAQ 100 Covered Call ETF

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

Realty Income Corp

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.

Dividend Harvesting Portfolio Week 191: $19,100 Allocated, $1,807.09 In Projected Dividends

Global X SuperDividend US ETF

Fidelity High Dividend ETF

iShares Core High Dividend ETF

Invesco QQQ

SPDR Portfolio S&P 500 High Dividend ETF

If you're looking for a simple way to diversify your portfolio and create a lifetime of passive income, you may want to look at some of these top exchange-traded funds.

7 Top ETFs to Create a Lifetime of Passive Income

iShares Core U.S. Aggregate Bond ETF

SPDR Portfolio High Yield Bond ETF

These ETFs provide different types of income.

Why I'm Loading Up on These 3 High-Dividend ETFs for Passive Income

The JPMorgan Equity Premium (JEPI) and JPMorgan Nasdaq Equity Premium Income (JEPQ) ETFs have done well this year and are sitting at their all-time highs. The JEPQ fund soared to $55.30 on Friday, up by over 74% from its lowest point in 2023.

JEPI and JEPQ ETFs have soared; numerous catalysts remain

Transitioning to a full-time writer, I seek stable, liquid investments that outperform money market funds, focusing on hybrid index funds with stock and options segments. After a 3-month investigation and calls with JPMorgan and Invesco, I compare Invesco QQQ Income Advantage ETF and JPMorgan Nasdaq Equity Premium Income ETF. Both ETFs offer market exposure and liquidity, ideal for supplementing income through share sales without significant volatility.

Top Dividend Funds: JEPQ Vs. QQA For Monthly Income Up To 10%

My portfolio includes CEFs, ETFs, a few BDCs and an ETN, for whose selection I have developed over the years a criterion based mainly on NAV performance. In this article, however, I decided to focus on the price of each security in my portfolio, comparing it with the lows and highs touched throughout its history. An overview of the path each one has taken from launch to current market quotation with a personal assessment of the possible room for maneuver from those values.

My 9.5% Income Portfolio-Fifty Shades Of Blue

JEPQ has rapidly grown to $17 billion in AUM since its 2022 launch, outperforming peers and providing strong income and capital appreciation. JEPQ's unique call option strategy via ELNs allows for high income without capping upside, making it a standout among high-income ETFs. Despite a slight recent decline, JEPQ has delivered a 32.40% total return since inception, with an average annual return of 14.65%.

JEPQ Is Becoming The King Of Call Option ETFs Yielding 9.51%

The JPMorgan Nasdaq Equity Premium Income ETF focuses on tech stocks, using a covered call strategy to generate monthly income. JEPQ's portfolio is heavily weighted towards Mag 7 stocks, offering strong exposure to the AI sector, with top holdings like Apple and Nvidia. JEPQ has outperformed its more diversified counterpart, JEPI, with a 1-year NAV return of 16.21% versus JEPI's 11.23%, thanks to tech stock performance.

JEPQ: Earn 9.5% For Owning Mag 7 Stocks

JEPQ's yield has increased to 9.5% over the past six months, breaking the previous trend of declining distribution levels. The rise in VIX and Nasdaq 100 volatility index has driven higher option premiums, benefiting JEPQ's yield. Election-year uncertainties, unclear interest rate paths, and rising geopolitical risks contribute to elevated volatility going forward.

JEPQ: 9.5% Monthly Yield With Attractive Outlook

VanEck High Yield Muni ETF

Blackrock High Yield Muni Income Bond ETF

These four income-generating ETFs will attract more investors as interest rates decline.

4 High-Yield Dividend ETFs to Buy to Generate Passive Income

SPDR Dow Jones Industrial Average 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

Brookfield Asset Management

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

Blackrock Inc

Brookfield Corp

Enbridge

Blue Owl Capital

TC Energy

Vistra Energy

Williams

Charlie Munger gave investors the key to setting themselves up for long-term financial success. Investing in AI can position your portfolio to achieve outsized long-term dividend growth and potentially even total returns. We detail how to build a dividend snowball powered by leading AI stocks.

Invest $100,000 For An AI-Powered Dividend Snowball

The JPMorgan Nasdaq Premium Equity (JEPQ) and the Nasdaq 100 Covered Covered Call ETF (QYLD) have grown substantially in the past few years, helped by the rising demand for growth and dividend income.  JEPQ has gathered over $17 billion while the QYLD has attracted $8.1 billion in assets, and the trend will likely continue.

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