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.

JPMorgan 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

Innovator Nasdaq 100 Power Buffer ETF - July

NEOS Nasdaq-100 Hedged Equity Income ETF

Invesco QQQ

Direxion NASDAQ-100 Equal Weighted Index Shares

Invesco Nasdaq 100 ETF

Global X NASDAQ 100 Covered Call ETF

The Invesco QQQ (QQQ), and its lower-cost sibling Invesco NASDAQ 100 ETF (QQQM), soared 40% year-to-date as of September 7, more than double that of the broad S&P 500 Index based ETFs in 2023.

NASDAQ 100 ETF Exposure Comes in Many Forms

JEPQ seeks to generate income through a strategy revolving around selling options on U.S. large-cap growth stocks; attempting to deliver returns comparable with the Nasdaq 100 Index. The fund has a ttm yield of 11.4% and, on a total return basis, is up 22.22% over the last 6 months and 20.48% over the last year. I had difficulty finding an attractive volatility hedge to couple with it and will likely choose to run it without a hedge.

JEPQ: High Yield And Attractive Returns

Investing has become more challenging due to rising rates, high inflation, and slow economic growth. Index investing has been less successful in rangebound markets, leading to a rise in alternative investing strategies. Covered call funds, like JP Morgan Nasdaq Equity Premium Income ETF, have gained popularity among income investors.

JEPQ: A Fund That Should Continue To Outperform In The Current Market Environment

The JPMorgan Nasdaq Equity Premium (JEPQ) ETF has done well this year, helped by the soaring technology companies. The fund was trading at $48.55 on Wednesday, a few points below its all-time high of $48.73.

JPMorgan Nasdaq Equity Premium (JEPQ) YTD inflows hit $3.8B

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

JPMorgan Nasdaq Equity Premium Income ETF has seen appreciation of 19.38% and generated an 8.24% yield on invested capital in 2023. JEPQ differs from traditional covered-call ETFs by providing monthly income without capping its upside potential. JEPQ's investment methodology, which combines option premiums and dividends, has outperformed other income-focused ETFs like QYLD.

JEPQ Yields 11.40%, And Can Extend Its Gains

Amplify CWP Dividend & Option Income ETF

Global X S&P 500 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

Arbor Realty Trust

Ares Commercial Real Estate

Apollo Commercial Real Estate Finance

BrightSpire Capital

British American Tobacco

FS Credit Opportunities Corp

Kraft Heinz

Modiv

AG Mortgage Investment Trust

Altria

ETRACS Monthly Pay 1.5X Leveraged Mortgage REIT ETN

Realty Income Corp

Pfizer

Triplepoint Venture Growth BDC

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

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

Guggenheim Strategic Opportunities Fund

John Hancock Tax-Advantaged Dividend Income Fund

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

Reaves Utility Income Fund

XAI Octagon Floating Rate & Alternative Income Term Trust

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

The JEPQ ETF is a growth-focused fund that generates income by writing call options on the Nasdaq 100 Index. The fund has delivered solid returns since its inception and offers a trailing. Compared to peers, the JEPQ is a low-cost way to gain Nasdaq 100 exposure while enjoying a high distribution yield. However, I personally prefer STK's better long term success.

JEPQ: Solid Call-Write Strategy On Nasdaq 100 Stocks; Wait For Correction To Add

The Nasdaq 100 ETF (QQQ) has been about sideways since mid-June and increased volatility has emerged in the tech space. JPMorgan Nasdaq Equity Premium Equity Income Fund (JEPQ) is recommended for a covered call strategy due to higher implied volatility. JEPQ has strong performance, low expenses, and a robust trading volume, making it an attractive option compared to QQQ which could endure struggles through early October.

JEPQ Over QQQ Through Early October As Implied Volatility Creeps Up

Neos Enhanced Income Aggregate Bond Etf

Neos Enhanced Income Cash Alternative Etf

Neos S&P 500 High Income 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

The JPMorgan Nasdaq Equity Premium Income ETF aims to leverage capital appreciation and generate regular income through its covered-call strategy. Despite its aim to reduce portfolio volatility, JEPQ's Sortino ratio has underperformed compared to QQQ's metric over the past year, suggesting a worse risk-adjusted performance. The ETF could be more suitable for investors who require regular distribution. However, the risk/reward profile doesn't seem attractive at the current levels.

JEPQ: No Longer The Right Time To Be Aggressive

Investing in technology stocks and ETFs has been a great way to make money over the years. In this period, companies like Tesla, Amazon, and Google have grown from small startups to trillion-dollar companies.

Invesco QQQ ETF investors: Buy JP Morgan's JEPQ too

JEPQ has seen a total return of 7.56% since April 2023, outperforming the S&P, AUM has grown by 70% to $3.89 billion. Its investment methodology differs from other high-yield ETFs like the Global X Nasdaq 100 Covered-Call ETF. JEPQ's strategy allows it to generate double-digit yields without capping the upside potential, appealing to both income investors and those seeking a hybrid approach.

JEPQ Can Continue Higher And Deliver 10%+ Yields

JEPQ: Striking The Balance And Enjoying 11% Yield

The JPMorgan Nasdaq Equity Premium Income ETF had previously offered investors an attractive risk/reward setup by investing in large-cap blue-chip growth stocks and generating income through selling call options. Since the initial buy recommendation, JEPQ has returned approximately 17.5% to investors. We now hesitate to reiterate "Buy" due to changes in market conditions. VIX index has dropped significantly, resulting in lower option premiums, and JEPQ's dividends have also dropped about 37% over a six-month period.

JEPQ: Growth Stocks Up, VIX Down, I Am Out

Covered call ETFs are becoming extremely popular among investors. Data shows that investors have poured over $10 billion in JPMorgan Equity Premium Equity Income ETF (JEPI), bringing its total assets to more than $28 billion.

As JEPI and JEPQ ETFs gain traction, are they good income investments?

Income ETFs have become very popular of late with new funds hitting the market regularly. JEPI paved the way and has been one of the most popular income-focused ETFs but JEPQ is the newcomer. Both ETFs have similar strategies, but how those strategies are implemented is very different.

JEPI Or JEPQ: A Better ETF To Own For Monthly Income

Kraneshares China Internet And Covered Call Strategy Etf

The JPMorgan Equity Premium Income ETF (JEPI) has become one of the darlings of the ETF industry. The actively managed covered call ETF has gathered $9 billion of net inflows in 2023 and $18 billion in the past 12 months, per VettaFi LOGICLY data.

Goldman Poised to Launch Covered Call ETFs

JPMorgan Nasdaq Equity Premium Income ETF is a fund that uses alternative strategies to generate income, focusing mainly on income, rather than growth. JEPQ invests in U.S. mega cap growth/tech stocks and generates income through collecting option premiums and dividends while holding the largest names in the Nasdaq 100 Index. The fund is considered a 'Hold' at this time due to the potential for a sideways moving market and increased volatility, making it a defensive approach to owning some of the best companies within the mega cap growth space.

JEPQ: A Defensive Strategy To Own Mega Cap Tech

JEPQ and JEPI are different funds with distinct philosophies, goals, and strategies, despite being managed by the same company. JEPQ focuses on more volatile stocks and is more top-heavy, while JEPI selects low-beta stocks and is more diversified. Investors should choose between the two funds based on their investment goals, preferences, and risk appetite.

3 Reasons JEPQ Is Different From JEPI

There are multiple indicators pointing to an extended economic slowdown; markets should remain volatile for some time. The JPMorgan Nasdaq Equity Premium Income ETF is likely to both outperform and be more volatile than the broader indexes during a recession.

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