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

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

Amplify CWP Dividend & Option Income ETF

Kraneshares China Internet And Covered Call Strategy Etf

Global X NASDAQ 100 Covered Call 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

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

My Income Portfolio And Return Of Capital.

My Income Portfolio And Return Of Capital

Dimensional Emerging Markets Core Equity 2 ETF

Goldman Sachs Marketbeta US 1000 Equity ETF

WisdomTree Voya Yield Enhanced USD Universal Bond Fund

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.

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

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.

JEPQ: Outperformance Likely But Positive Returns Will Be Difficult

Owl Rock Capital Corp

As in Led Zeppelin's famous song, for me, investments in high-dividend securities represent a kind of stairway to heaven. Indeed, their steady flow of money relieves psychological pressure during times of market uncertainty and helps me experience them with greater peace of mind.

My Income Portfolio: A Stairway To Heaven

Rising interest rates have made bonds more attractive over the past year, but they have also led to higher volatility for stocks. And that means higher dividend income for equity funds that write covered call options.

Looking for stock dividends of 9% to 11%? That's what these ETF managers are aiming for with an AI-aided strategy.

Avantis U.S. Small Cap Value ETF

Dimensional US Core Equity 2 ETF

Dimensional International Value ETF

Fidelity Total Bond ETF

First Trust TCW Opportunistic Fixed Income ETF

First Trust Limited Duration Investment Grade Corporate ETF

JPMorgan Ultra-Short Income ETF

Putnam ESG Core Bond ETF

This trend is poised to continue this year.

Actively Managed ETFs Claim Outsized Portion of 2023 Inflows

JEPQ is a new fund that is heavily overweight big-cap tech, but this ETF lacks diversity. This fund will likely offer substantive but inconsistent income since the fund uses the sale of options to pay monthly dividends.

JEPQ: The Risks Outweigh The Rewards With This ETF

The JPMorgan Nasdaq Equity Premium Income ETF is designed to combine the opportunity for capital appreciation while distributing income. The fund pursues a somewhat growth-focused portfolio allocation (Nasdaq-100 constituents), while writing call options on the asset base.

JEPQ: Enjoy The Fruits Of Both Growth And Income

Bank of Nova Scotia

The Dividend Harvesting Portfolio is now generating $774.90 in annual dividends, yielding 7.58%. The Dividend Harvesting portfolio has a 74% record of finishing the week in the black since its inception, 74/100 weeks.

Dividend Harvesting Portfolio Week 100 Update: $10k Allocated, $774.90 In Dividends

JEPQ presents retirees and investors alike with the best of both worlds. The NASDAQ 100 equity and covered call ETF is designed to provide high income with the opportunity for capital appreciation.

JEPQ: A Quality High-Yield ETF With Prospects For Notable Upside

JEPQ is an actively-managed fund investing in Nasdaq-100 companies. JEPQ is riskier, and less likely to outperform moving forward.

JEPQ: New Income Fund From JPMorgan, But Is It As Good As JEPI?

JEPQ has generated 8 consecutive monthly dividends since its inception and has paid $3.85 per share since May of 2022. JEPQ utilizes ELNs to generate covered calls rather than writing covered calls on its assets and capping upside potential.

JEPQ: This Could Be An Interesting Time To Add Shares Of This 9% Yielding ETF

Financial markets are set to close a difficult year amid the war in Ukraine, pandemic aftershocks, and inflation-eroding purchasing power. As always, the first rule for every investor is to try to survive and avoid making mistakes that could prove fatal.

My Income Portfolio's Year-End Check-Up

JPMorgan has added JEPQ to their suite of low-vol, high-income funds. It concentrates on growth-heavy names, the NASDAQ.

JEPQ: A Low Volatility Approach To Growth Investing

J.P. Morgan Asset Management launched the firm's first ETF to invest primarily in the equity securities of large-cap companies listed on The Nasdaq Stock Market. The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), the firm's first fund to list on the Nasdaq, is an active equity ETF that seeks to deliver an attractive distributable yield [.

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