Apple

NVIDIA

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.

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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

Small caps led the year-end rally, but there has been divergence among glamour stocks like Tesla and Apple as the Nasdaq 100 rallies. I make the case that owning the JPMorgan Nasdaq Equity Premium Income ETF over the Nasdaq 100 ETF is warranted heading into a sometimes-bearish calendar period. The JEPQ has nearly doubled in AUM and continues to attract new money, offering exposure to large-cap growth stocks in QQQ.

Turning More Cautious On The Mag 7, Prefer JEPQ Over QQQ (Rating Upgrade)

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Global X S&P 500 Covered Call ETF

Covered call ETFs and strategies remain in focus. The JPMorgan Equity Premium Income ETF (JEPI) gathered $13 billion in 2023, despite rising just 10% in value.

Chart of the Week: Advisors Considering Covered Call ETFs

BlackRock Science & Technology

Altria

Realty Income Corp

Cohen & Steers Infrastructure Fund Inc

The Dividend Harvesting Portfolio continues to perform well, generating consistent dividend income and mitigating downside risk.

Dividend Harvesting Portfolio Week 155: $15,500 Allocated, $1,371.37 In Projected Dividends

Several exchange-traded funds now offer monthly cash distributions. These two funds have been among the best performers in the category of late.

2 Incredible Passive-Income Vehicles That Pay You Monthly

JEPQ is a Nasdaq-100 covered call ETF. It offers investors a strong 9.4% yield, and potential capital gains. Combining JEPQ with other dividend ETFs can create a well-rounded portfolio with adequate tech exposure and reduced risk.

JEPQ's Tech Tilt: An Underdiscussed Benefit

Starwood Property

AT&T

The stock market has seen positive gains this week, with the Nasdaq up 6.52% YTD and the S&P up 5.38%.

Dividend Harvesting Portfolio Week 154: $15,400 Allocated, $1,360.91 In Projected Dividends

Adams Diversified Equity Fund

Ares Capital

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

Oxford Lane Capital

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

Global X Russell 2000 Covered Call ETF

Special Opportunities Fund Inc

For those who invest for dividends, the goal is to look for securities that can guarantee sustainable dividends and distributions over time. Choices about how to deploy the income generated by those instruments are personal and depend on each investor's needs, financial means, and age.

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Pfizer

iShares 0-3 Month Treasury Bond ETF

Verizon

Big tech earnings and the Fed meeting dominated the headlines, with the S&P 500 and Nasdaq finishing the week up. META was the winner this earnings season, with shares climbing 19.2% after a strong quarter.

Dividend Harvesting Portfolio Week 153: $15,300 Allocated, $1,349.21 In Projected Dividends

Bristol-Myers

Exxon Mobil

The stock market saw positive gains, with the S&P 500 increasing by 1.52% and the Dow Jones jumping 2.53%.

Dividend Harvesting Portfolio Week 151: $15,100 Allocated, $1,331.13 In Projected Dividends

Invesco QQQ

The Nasdaq 100 index is in a major bull run and many analysts believe that it has more room to run. The index, which tracks the biggest technology companies, surged to $174 on Tuesday, meaning that it has surged by over 62% from its lowest point in 2022 and by 150% from its pandemic lows.

Nasdaq 100 index raging bull will be epic: QQQ vs JEPQ ETF

Defiance Nasdaq 100 Enhanced Options Income ETF

Nasdaq 100 focused ETFs with embedded options selling strategies have grown in popularity in recent years, with the QQQY recently coming to market, joining the QYLD and JEPQ.

A Look At The Boom In Income Focused Nasdaq ETFs

Historically, we've expressed disdain for option-enabled, high-income funds that use covered calls and derivative strategies to generate yield. Funds that sell covered calls on their holdings can experience realized losses if options expire in the money, leading to a slow decline in fund assets over time. Today, we're analyzing JEPQ, a relatively new ETF from JPMorgan that follows a similar strategy to JEPI but on a more volatile underlying index - the Nasdaq 100.

JEPQ: 2 Key Reasons To Avoid This ETF For Now

I project a bullish outlook for JEPQ in 2024, due to improving macro setting and supportive AI adoption. Anticipated rate cuts and a weaker dollar are expected to benefit growth assets like Nasdaq 100 and JEPQ constituents. JEPQ's call overwrite strategy provides income generation and downside protection in high-risk environments.

JEPQ: Why It's A Great ETF To Play The Stock Market In 2024

Covered call ETFs have gained popularity for their ability to provide equity upside and regular income. The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) is a popular covered call fund that has collected nearly $9 billion in assets. However, now is not the right time to own JEPQ because it is likely to underperform in a bull market.

JEPQ: More Underperformance Ahead

Enterprise Products Partners

Public Storage

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Credit Suisse X-Links Crude Oil Shares Covered Call ETN

Total Return is the actual rate of return for an investment over a given evaluation period, typically one, three, five, or ten years. The Total NAV Return is the sum of all dividends/distributions, assuming they are reinvested, plus the change in the NAV of the fund, be it positive or negative. However, managing our portfolio is not only about applying financial rules, because it is not certain that dividends can and will always be reinvested.

My 9% Income Portfolio-Living Off Dividends

The JPMorgan Equity Premium Income ETF (JEPI) and JPMorgan Nasdaq Equity Premium ETF (JEPQ) had a strong performance in 2023 in terms of assets. JEPI's total assets surged by over $12 billion and hit $30 billion.

JEPI and JEPQ ETFs had record inflows in 2024: were they worth it?

Vornado Realty Trust

The Fed was more dovish than expected, discussing future target rates and leaving the door open for an additional rate hike if needed. The Dividend Harvesting Portfolio finished up 7.53% on invested capital with a balance of $15,699.41, generating $24.43 in dividend income in week 146. The portfolio has experienced a nice rally and is generating weekly income, with a goal of mitigating downside risk and generating continuous dividend income.

Dividend Harvesting Portfolio Week 146: $14,600 Allocated, $1,291.18 In Projected Dividends

I bought JEPQ when it was young on Nov 8, 2022. I also wrote the first SA article about it on Nov 24, 2022. The reasons I no longer like JEPQ include macroeconomic changes, crowding issues, and technical changes in the option markets. I'm still constructive on the overall market. There are just better ways to play it.

Why I Sold Out Of JEPQ

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Kraneshares China Internet And Covered Call Strategy Etf

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ProShares S&P 500 Dividend Aristocrats ETF

SPDR S&P Dividend ETF

"We are absolutely going to see more of these options-based products come to market. We see it in our own book," BNY Mellon's Ben Slavin said.

This ETF offering could become next year's hot product

Several leading investors have recently expressed concern about the attractiveness of leading mega-cap technology stocks. We examine their concerns. We then compare JPMorgan Equity Premium Income ETF and JEPQ side-by-side with their concerns and other factors in mind to see which is the better buy for massive monthly dividends.

Billionaires Bearish On Magnificent 7: JEPI Or JEPQ For Massive Dividends?

The Fed's dovish statement has fueled a bullish case for 2024, benefiting income-producing assets and big tech. The JPMorgan Nasdaq Equity Premium Income ETF is well-positioned to capitalize on a bull cycle and generate monthly income. Lower yields and a lower Fed funds rate in the future are bullish for the market, making JEPQ an appealing hybrid solution for investors.

The Fed Has Spoken And JEPQ Is Positioned For Growth And Income In 2024

Nuveen NASDAQ 100 Dynamic Overwrite Fund

I don't always buy into stock bubbles. But when I do, I prefer dividend plays.

4 Best Dividends For A 2024 AI Bubble

Citigroup

Kinder Morgan

SL Green Realty

The markets had a strong week fueled by optimistic economic data, with the S&P 500 increasing by 1.2% and the Dow Jones climbing by 2.41%. The Dividend Harvesting Portfolio finished up 5.17% on invested capital, generating $17.17 in dividend income in week 145. The portfolio is positioned well for the future, with a focus on generating ongoing dividend income while mitigating downside risk.

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