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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 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

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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.

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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

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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

Invesco QQQ

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.

JEPQ: This ETF Should Outperform During A Recession

Shares of JEPQ have amassed over $2 billion in AUM as shares have produced over $5 from their previous 11 dividends. JEPQ utilizes ELNs to generate covered calls rather than writing covered calls on its assets and capping upside potential, making it a better fund for investors who want growth plus income.

JEPQ Probably Headed Higher And Still Generating A 10% Plus Yield

My Income Portfolio And Return Of Capital.

My Income Portfolio And Return Of Capital

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Refinitiv Lipper U.S. Mutual Funds And ETPs Q1 2023 Snapshot: Conventional Fund And ETP Assets Under Management Rose In Q1 By A Combined $1.772 Trillion.

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The world seeks complexity, but simplicity often trumps complexity. For my investment goals, I have made the choice to focus mainly on CEFs and ETFs, carefully weighing their merits and drawbacks.

My Income Portfolio - Keep It Simple, Sweetheart

JEPQ is an actively-managed defensive equity fund benchmarked against the NASDAQ 100 with an options-generated monthly dividend stream. Although it achieves its stated goals, JEPQ underperforms the benchmark too much to justify itself as a high-yield income investment.

JEPQ: Not Great For Income But Still Good

We have covered JEPI several times in the past and favored it over NUSI. We now look at a newer offering from JPMorgan, i.e. JEPQ.

JEPQ Vs. JEPI: 3 Factors That Sway Our Opinion

The JEPQ provides investors returns that broadly track the NDX, but with reduced volatility and significantly higher income from the sale of call options on the NDX. With the NDX looking extremely overvalued once again, now is a good time to shift out of NDX and into JEPQ as income returns should far exceed any capital gains.

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