NVIDIA

Trane Technologies plc

Amazon

Progressive

ServiceNow

Mastercard

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.

JPMorgan Nasdaq Equity Premium Income ETF

Several exchange-traded funds now offer monthly cash distributions. These two funds have been among the best performers in the category of late.

2 Incredible Passive-Income Vehicles That Pay You Monthly

JPMorgan Equity Premium Income is an ETF that offers income and volatility reduction to equity portfolios. JEPI works by investing in an active equity portfolio and utilizing a covered call strategy with equity linked notes. Comparative past performance shows that JEPI has performed well in terms of total return and stability compared to other similar funds.

JEPI: A Good Tool To Improve Risk-Adjusted Returns For Your Portfolio

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Creating a "lazy" dividend portfolio with just a few picks is not recommended, as it lacks diversification and exposes the portfolio to significant risk. Funds that provide stable dividends may not always deliver consistent returns, as the underlying assets and market conditions can change. The top-performing stocks in the market tend to change over time - difficult to predict which stocks will continue to outperform in the future. Diversification is key to managing risk.

Warning: Don't Be Lazy With Your Retirement Portfolio

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Exchanging chocolates, greeting cards, flowers have been common on Valentine Day. Surprise your beloved with some financially-sensitive gifts like ETFs and make the event more purposeful.

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Ongoing rate risk, geopolitical risk, and recession risk curated a perpetual sense of uncertainty for investors and markets in 2023. In such a troubled year, investors increasingly turned to alternative strategies to augment or enhance their existing core exposures.

The Equity Income ETF Showdown: SPYI vs JEPI

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For those who invest for dividends, the goal is to look for securities that can guarantee sustainable dividends and distributions over time. Choices about how to deploy the income generated by those instruments are personal and depend on each investor's needs, financial means, and age.

My 9% Income Portfolio-In Search For Happiness

The Schwab US Dividend Equity (SCHD) and JPMorgan equity Premium Income (JEPI) are two popular ETFs among income investors. They both have high dividend yields and a good track record of rewarding holders.

SCHD vs JEPI: Which is a better ETF for income investors?

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The Schwab U.S. Dividend Equity ETF lets you easily invest in 100 top dividend-paying stocks. The JPMorgan Equity Premium Income ETF's unique strategy lets investors collect income from dual sources.

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To celebrate the pending Exchange conference, VettaFi and some key industry partners were at the Nasdaq MarketSite to help ring the opening bell last week. Exchange will be the industry's largest ETF-, and most valuable advisor-focused, conference.

Exchange: Reuniting the ETF Community

JEPI is not a bad ETF, but it and its peer group (covered call ETFs) are overrated by investors. And the cracks are starting to show. Extended down markets that don't immediately get back up are a risk to these ETFs not fully understood by many investors. I rate JEPI a Sell. There's a strong chance it will disappoint investors over the next few years, as the weakness of such funds get exposed by rougher markets.

JEPI: Forget The Hype, It Is Good But Not Great

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Rob Isbitts discusses the state of ETF business and the recent launch of spot Bitcoin ETFs.

Embracing The Mania And Yield At A Reasonable Price

JEPI is designed for income-focused investors, offering an attractive 8.3% yield at the current levels. The fund aims to provide consistent income with lower volatility, appealing to more cautious investors who prefer a more stable ride. The portfolio operates a more defensive equity strategy and OTM covered call strategy, allowing some participation in bullish markets.

JEPI: Still Going Strong With Highly Attractive Yields

Earlier last year, I thought JEPI was a good ETF option compared to SCHD. This view mostly played out, but the relative alpha made here got neutralized in December 2023. Now, I have a more bearish outlook on JEPI as I do not like its underexposure to key names in the Information Technology sector, which I think will do well. JEPI has 13% of its portfolio allocated to a covered call strategy. Such a strategy does not fare well in rising markets.

JEPI Doesn't Fare Well In Rising Markets

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Passive income investing could help supercharge your retirement. We discuss why and how to invest to achieve a $100,000 sustainable passive income stream in retirement with just $1.1 million in principal.

A 9%-Yielding Portfolio With Low-Risk Dividends For Sustainable Passive Income

JPMorgan Equity Premium Income ETF underperformed its competitors XYLD and SPYI in 2023, capturing only 37% of the S&P 500's total return. The JEPI ETF's use of Equity-Linked Notes, or ELNs, resulted in higher tax rates for investors. The outlook for JEPI in 2024 is uncertain, with potential underperformance if the S&P 500 is led higher by the Magnificent Seven.

JEPI: Much To Be Desired In 2024

Warren Buffett said that passive income machines are extremely important for building long-term wealth. ETFs can be a great and easy way to do that. We compare two high-yielding monthly dividend ETFs and share our take on which one makes for a better passive income machine.

JEPI Vs. SPYI: Only One Is A Worthy Passive Income Machine

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The Rule of 72 allows investors to estimate the number of years it would take for their portfolio to double, given a certain yield level.

Maximizing The Rule Of 72 With These 5 High Yielders

JPMorgan Equity Premium Income ETF gained popularity due to its launch after the initial COVID crash, appealing to income-oriented investors. However, JEPI is more suitable for tax-advantaged accounts. JEPI has a diversified portfolio with a majority weight in the tech sector and has offered solid returns, although underperforming the S&P 500. The current dividend yield is around 8.3%, but the market volatility can affect dividend income.

JEPI: Market Volatility May Affect Dividend Income, Not For Everyone

The JPMorgan Equity Premium Income ETF (JEPI) has started the year well as it surged to a record high. Its stock soared to a high of $55.85, meaning that it has surged by over 11% from its lowest point in November.

Is it safe to buy JEPI ETF in this S&P 500 (SPX) index bull run?

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For most Americans, Social Security benefits alone won't be enough to fund a comfortable retirement. These two exchange-traded funds are designed to deliver reliable income and capital appreciation, making them a compelling option for retirees.

2 Passive Income Plays to Buy and Hold Forever

The JPMorgan Equity Premium ETF looks to offer investors a high current yield on their investments. Vanguard's real estate ETF takes advantage of the fact that real estate has long been viewed as as a source of income for investors.

3 Dividend ETFs I Want to Own in 2024

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While much lower in yield, this is a perfect fund for investors seeking tax-free income.

6 Of The Best Dividend ETFs To Buy in January

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We outline an Income Strategy for creating a self-sufficient portfolio for retirees and income-focused investors with $1 million to generate a life-long income stream. We explain the benefits of generating income through dividends and distributions rather than selling shares for capital gains. We compare the results of backtesting an income strategy with index investing for the past 24 years, starting from the year 2000.

How To Invest $1 Million In Retirement For Life-Long Income

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Dividend income can help support those in retirement, but it can also be used to simply buy more shares of stock. ETFs are essentially funds that trade like stocks.

News for JPMorgan Equity Premium Income ETF ETF (JEPI)