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.

JPMorgan Nasdaq Equity Premium Income ETF currently offers a dividend yield of 10.4% on a TTM basis. It is not only high in absolute terms but also higher than its sister fund JEPI and its own historical average. The accuracy of JEPQ's historical average yield (and JEPI's too) is questionable due to limited historical data.

JEPQ's 10%+ Yield: Not As High As It Seems

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It's been the year of active equity ETFs, the year of covered call ETFs, and a year when growth and quality has mattered most in the equity market. All of this is now clear from the year-to-date net inflows and fund performance records.

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With more than 3,000 ETFs to cover and many new ones launching each month, it is easy to forget. For many people, S&P 500 Index-based ETFs remain the core of their portfolio.

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Verizon

The Dividend Harvesting Portfolio finished the week down -0.97% on invested capital with a balance of $13,963.69. The portfolio generated $20.73 of income in week 141, bringing the total dividend income for 2023 up to $833.54. The top 10 positions in the portfolio have generated $460.94 in dividends, with a total investment value of $4,925.64.

Dividend Harvesting Portfolio Week 141: $14,100 Allocated, $1,241.89 In Projected Dividends

JPMorgan Nasdaq Equity Premium Income ETF claims to offer current income, volatility management, and exposure to the Nasdaq 100 index. The fund aims to deliver both capital appreciation and current income, with a whopping 11.76% yield and volatility lower than the index. JEPQ's underperformance in total return, volatility, and income distributions compared to alternative strategies make it a sub-par choice for income portfolios.

JEPQ: Equity Premium Still Not Attractive Over Alternatives

JEPI and JEPQ are two of the most popular income ETFs in the market today and with good reason. Both have high yields, with JEPI yielding 9.3% and JEPQ 11.1%. JEPQ has outperformed the S&P 500 since inception, a rare feat for an income fund. JEPI has not, but returns have been much more stable, and consistent.

JEPI Vs. JEPQ: Which Is Best For Income Investors And Retirees?

JPMorgan Nasdaq Equity Premium Income ETF continues to outperform other covered call funds as it's having a great year. JEPQ holds big tech stocks like Microsoft, Apple, Amazon, and Nvidia, which have been outperforming the market. JEPQ is actively managed, selling options slightly out of the money and adjusting its position on a weekly basis.

JEPQ Continues To Deliver Outsized Returns

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Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

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This entire market meltdown has been based off of a flawed premise. We income investors must take advantage of it.

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Covered-call ETFs are increasingly popular in today's market climate as they allow investors to leverage market volatility while generating income that beats even high-yield savings accounts. Covered calls are an options strategy where the investor holds shares of a stock or ETF like the SPDR S&P 500 ETF (NYSEARCA: SPY ) and sells calls against their shares.

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Core CPI continued to fall while CPI remained flat, potentially influencing the Fed's decision to hold rates at the next meeting.

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Global X S&P 500 Covered Call ETF

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs Bear: Using Options-Based ETFs for Income

JPMorgan Nasdaq Equity Premium Income ETF has declined by -2.9% compared to the S&P 500, but has increased by 15.88% YTD. JEPQ provides a blended approach for income investors, generating double-digit yields and potential capital appreciation. The Fed's stance of higher rates for longer makes JEPQ more attractive, especially in comparison to traditional income investments.

JEPQ Looks Enticing After The Pullback And Double Digit Yield

JPMorgan Nasdaq Equity Premium Income ETF offers investors a chance to generate income through options premium while preserving potential value appreciation. JEPQ focuses on high-quality growth stocks, providing exposure to exciting growth opportunities in the market. The ETF offers a solid, double-digit yield income stream and has a low expense ratio, making it an attractive investment option.

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In a quest for higher yields amid increased volatility in the stock market, investors are flocking to ETFs utilizing covered-call strategies, resulting in a notable uptick in fund inflows.

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Avantis International Small Cap Value ETF

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Capital Group Dividend Value ETF

Capital Group Growth ETF

Dimensional US Core Equity 2 ETF

Dimensional International Core Equity Market ETF

Dimensional Core Fixed Income ETF

Dimensional Emerging Markets Core Equity 2 ETF

Dimensional Emerging Markets Value ETF

Dimensional International Core Equity 2 ETF

Dimensional International Value ETF

Dimensional US Equity ETF

Dimensional US High Profitability ETF

iShares MSCI Emerging Markets ETF

Fidelity Total Bond ETF

First Trust TCW Opportunistic Fixed Income ETF

Janus Henderson AAA CLO ETF

Janus Henderson Mortgage-Backed Securities ETF

Putnam ESG Core Bond ETF

PGIM Ultra Short Bond ETF

And, plenty of ink has been spilled about how much money has gone into active ETFs in 2023, and from a pure top-line flows perspective, it's true. A significant chunk of the $289 billion that has entered U.S.-listed ETFs year to date went into active products — 22%, in fact.

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JPMorgan has a pair of actively managed, options-enhanced equity ETF strategies with a combined $35 billion in assets. Did it just launch what will be a third successful one?

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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.

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Invesco Nasdaq 100 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.

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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.

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