Trane Technologies plc

NVIDIA

Progressive

Amazon

ServiceNow

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AbbVie

Southern Company

Visa

JPMorgan Equity Premium Income ETF

JEPI is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income.

In its short history, JPMorgan Equity Premium Income ETF has led the SPDR S&P 500 Trust ETF by a quite large margin (~5% YTD). The lead was mainly due to the rotation to value stocks, which is where JEPI is more tilted.

JEPI Vs. SPY: The Relative Lead Unlikely To Continue In 2023

I analyzed the Schwab U.S. Dividend Equity ETF lately and found it attractive. In this article, I will analyze JPMorgan's Equity Premium Income as a vehicle for higher income.

JPMorgan Equity Premium Income Is One Of My Favorite Income Investments

WisdomTree US Quality Dividend Growth Fund

Amplify CWP Dividend & Option Income ETF

Amplify Online Retail ETF

Proshares Online Retail ETF

Schwab US Dividend Equity ETF

Vanguard Dividend Appreciation ETF

Vanguard High Dividend Yield ETF

Consumer Discretionary Select Sector SPDR Fund

SPDR S&P Retail ETF

VettaFi head of research Todd Rosenbluth appeared on ETF Edge along with Amplify's Brian Giere to discuss dividends and retail in both the online and brick-and-mortar space.

Todd Rosenbluth Talks Dividends and Retail on ETF Edge

iShares Core U.S. Aggregate Bond ETF

ProShares Bitcoin Strategy ETF

Fidelity Total Bond ETF

ProShares UltraPro Short QQQ

SPDR DoubleLine Total Return Tactical ETF

ProShares UltraPro QQQ

VettaFi's head of research Todd Rosenbluth got active on Yahoo Finance to discuss tech's ongoing slide, leveraged and inverse ETFs, and the performance of active funds, particularly on the fixed income side of the ledger.

Todd Rosenbluth Gets Active on Yahoo Finance

AGNC Investment

BlackRock Science & Technology

Enbridge

Intel

Exxon Mobil

The Dividend Harvesting Portfolio is now generating $654.02 in annual dividends yielding 7.74%. The Dividend Harvesting portfolio has a 79.55% record of finishing the week in the black since its inception, 70/87 weeks.

Dividend Harvesting Week 88 Update: $8,800 Allocated, $654.02 In Annual Dividends

First Trust Enhanced Short Maturity ETF

ARK Innovation ETF

Avantis US Equity ETF

Dimensional US Core Equity 2 ETF

First Trust Global Tactical Commodity Strategy Fund

BlackRock Ultra Short-Term Bond ETF

JPMorgan Ultra-Short Income ETF

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

PGIM Ultra Short Bond ETF

Vanguard Ultra Short-Term Bond ETF

Actively managed ETFs keep punching above their weight. In the first 10 months of 2022, active ETFs gathered $59 billion, according to FactSet data, equal to 12% of the industry's net inflows, despite representing less than 5% of the overall U.S.-listed ETF assets.

Adoption of Active ETFs Is Accelerating

Apple

CBRE Global Real Estate Income Fund

Kinder Morgan

Global X S&P 500 Covered Call ETF

The Dividend Harvesting Portfolio is now generating $641.83 in annual dividends yielding 7.67%. The Dividend Harvesting portfolio has an 80.46% record of finishing the week in the black since its inception, 70/87 weeks.

Dividend Harvesting Week 87 Update, $8,700 Allocated, $641.83 In Annual Dividends

Global X NASDAQ 100 Covered Call ETF

Invesco BulletShares 2024 Corporate Bond ETF

Invesco BulletShares 2024 Municipal Bond ETF

AGFiQ U.S. Market Neutral Anti-Beta Fund

AXS Astoria Real Assets ETF

I had the great fortune to sit down and talk individually to three notable advisors within the investment community about innovations they're seeing within bonds.

New Ways to Use Bonds: 3 Advisors Weigh In

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

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

Ten months of this troubling 2022 have passed, and my overall portfolio is beginning to take its final shape. Some positions have long since been completed, while for others, I am taking small acquisition steps each time the market turns downward.

My Income Portfolio - Memo From An 'Olive Farmer'

JPMorgan's call overwriting/low volatility ETF (JEPI) has created substantial alpha since it started in 2020. Nonetheless, covered call ETFs have a chequered history.

Putting The Alpha In Seeking Alpha: Covered Calls And JEPI

In the current bear market, JPMorgan Equity Premium Income ETF might very well be one of the smartest investment opportunities available. The fund pursues a defensive portfolio allocation (low Beta), while writing call options on the asset base.

Could JEPI Be The Best Investment In Volatile Markets?

JEPI is a high-quality ETF managed by JPMorgan fund managers based on the S&P 500 Total Return Index. JEPI's YTD total return has also outperformed the SPY. We gleaned that JEPI offers investors the opportunity to partake in income and capital appreciation concurrently with its written call options feature.

JEPI: Ignore The Market Pessimism And Buy Its 11% Dividend Yields

Vanguard S&P 500 ETF

VOO is a simple S&P 500 index ETF, with strong realized and potential capital gains, and an outstanding performance track-record. JEPI is a popular equity income ETF, with a strong dividend yield, and an outstanding performance track-record.

VOO Vs. JEPI: Which ETF Is The Better Dividend Investment

iShares Latin America 40 ETF

Global X MSCI SuperDividend Emerging Markets ETF

Asset prices have dropped all year, while dividend yields increase. Several ETFs offer strong, double-digit TTM dividend yields to investors.

6 ETFs With Strong, Double-Digit TTM Dividend Yield

Vanguard Total Bond Market ETF

iShares MSCI Emerging Markets ETF

SPDR Gold Trust

iShares U.S. Treasury Bond ETF

iShares Gold Trust

iShares 7-10 Year Treasury Bond ETF

iShares S&P Small-Cap 600 Value ETF

iShares Core S&P 500 ETF

iShares Russell 2000 ETF

iShares 20+ Year Treasury Bond ETF

S&P 500 and total stock market ETFs amassed maximum assets in the third quarter of 2022.

ETF Asset Report of Third-Quarter 2022

With the market entering bear territory and central banks engaging in quantitative tightening to battle record-high inflation, many analysts are forecasting a recession. So, many investors are turning to dividend stocks and their related exchange traded funds.

The 3 Most Popular Equity Income ETFs

JPMorgan BetaBuilders Europe ETF

SPDR EURO STOXX 50 ETF

iShares Core MSCI Europe ETF

Vanguard FTSE Europe ETF

iShares Core High Dividend ETF

SPDR Portfolio S&P 500 ETF

Invesco S&P 500 Low Volatility ETF

Vanguard Value ETF

When you see the largest ETF, the SPDR S&P 500 ETF (SPY), down more than 20% year-to-date in late September, and with an industry-leading $23 billion of net outflows you might think investors are pulling back on ETF adoption.

ETF Growth Continues Despite Tough Market

The JEPI ETF seems like the best of both worlds, offering a 10.6% dividend yield and downside protection in a bear market. However, there's no free lunch here; the benefits come with a drawback.

Why I'm Not Buying The JPMorgan Equity Premium Income ETF

JEPI continues to generate large amounts of monthly income for its investors and currently has a 10.58% Yield. JEPI has outperformed the Global X Covered Call ETFs in 2022 from a downside mitigation perspective, in addition to traditional index funds.

JEPI: A JPMorgan Fund Yielding Over 10% And Outperforming The S&P

Medical Properties Trust

STORE Capital

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

After 81 weeks and $8,100 allocated, the Dividend Harvesting portfolio is generating $589.69 in annual dividend income. The Dividend Harvesting portfolio has an 86.42% record of finishing the week in the black since its inception, 70/81 weeks.

Dividend Harvesting Week 81 Update: $8,100 Allocated, $589.69 In Annual Dividends Yielding 7.59% Across 79 Positions

ALPS Sector Dividend Dogs ETF

﻿ Markets absorbed the most recent messaging from Federal Reserve Chair Jerome Powell that the central bank remains committed to bringing down inflation, with major indexes oscillating between losses and gains before closing higher.

Fox Business: Todd Rosenbluth Talks ETF Income Opportunities

Amplify Transformational Data Sharing ETF

iShares Global Clean Energy ETF

Invesco Solar ETF

﻿ VettaFi editor-in-chief Lara Crigger appeared on “ETF IQ” with Taylor Riggs and Katie Greifeld to discuss the changing market environment, blockchain ETFs, clean energy, and more.

Lara Crigger Talks Blockchain, Clean Energy, and More on Bloomberg

The Global X NASDAQ 100 Covered Call ETF (QYLD) and JPMorgan Equity Premium Income ETF (JEPI) both use a covered-call strategy to generate attractive dividends. The strategy has generated reliable dividends far exceeding inflation in the past.

QYLD Vs. JEPI: Which One Is The More Attractive Covered-Call ETF?

JEPI's forward yield is 10.51%, and its trailing yield is 9.40% - it pays monthly. We compare JEPI to other S&P-based high yield ETFs and CEFs.

JEPI: 10% Yield, Monthly Payer, Vs. Alternative S&P High Yield Funds

XYLD and JEPI are both high-yield covered call ETFs. Both funds offer investors strong yields, and have outperformed YTD.

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

News for JPMorgan Equity Premium Income ETF ETF (JEPI)