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.

It sounds too good to be true: a growth oriented ETF investment that also offers a 9% dividend yield. Here's what you need to know about JEPQ.

JPMorgan Nasdaq Equity Premium Income ETF: Good for Income, but It Comes With Risks

GPIQ's active at-the-money covered call strategy can often provide more capital appreciation than JEPQ's out-of-the-money strategy without sacrificing income. Additionally, GPIQ's target yield of 10.5% make its distributions more stable. GPIQ offers more tax-efficient distributions, with over 90% reported as return of capital, compared to JEPQ's ordinary income distributions.

JEPQ Vs. GPIQ: One Fund Is Hugely Underrated

This ETF provides its investors with a premium passive-income stream.

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JPMorgan Equity Premium Income ETF

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This article covers a five-ETF portfolio built to replace and beat out a traditional 60/40. This portfolio could be built by a DIY investor with ease. It would be simple to monitor and rebalance. The goal is to create a >4% yield while providing as much or more safety than a traditional 60/40.

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The Nasdaq 100's trailing ten year returns are unlikely to be repeated in the next ten years. Covered Call ETFs offer a strategy to generate better total returns in a more muted return environment. Middle caps stocks are not vulnerable to regulatory and tax risk that mega cap stocks are, have lower valuations, and could outperform.

Market Returns Should Be Lower Going Forward - Look To Premium Income ETFs

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Ford Motor Company

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Earning season is crucial, with big tech companies like Microsoft, Apple, Meta, Alphabet, and Amazon reporting, potentially driving the market higher. The Dividend Harvesting Portfolio saw a healthy retracement, maintaining a 24.65% ROI, with a focus on diversification and recurring income. Added to positions in Ford and NextEra Energy Partners to enhance dividend income, projecting $1,910 in forward dividend income by year-end.

Dividend Harvesting Portfolio Week 191: $19,100 Allocated, $1,807.09 In Projected Dividends

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If you're looking for a simple way to diversify your portfolio and create a lifetime of passive income, you may want to look at some of these top exchange-traded funds.

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These ETFs provide different types of income.

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The JPMorgan Equity Premium (JEPI) and JPMorgan Nasdaq Equity Premium Income (JEPQ) ETFs have done well this year and are sitting at their all-time highs. The JEPQ fund soared to $55.30 on Friday, up by over 74% from its lowest point in 2023.

JEPI and JEPQ ETFs have soared; numerous catalysts remain

Transitioning to a full-time writer, I seek stable, liquid investments that outperform money market funds, focusing on hybrid index funds with stock and options segments. After a 3-month investigation and calls with JPMorgan and Invesco, I compare Invesco QQQ Income Advantage ETF and JPMorgan Nasdaq Equity Premium Income ETF. Both ETFs offer market exposure and liquidity, ideal for supplementing income through share sales without significant volatility.

Top Dividend Funds: JEPQ Vs. QQA For Monthly Income Up To 10%

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BlackRock Science & Technology

Crescent Capital BDC Inc

Calamos Dynamic Convertible & Income Fund

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Eaton Vance Enhanced Equity Income Fund II

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Guggenheim Strategic Opportunities Fund

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PIMCO Corporate & Income Opportunity Fund

Global X NASDAQ 100 Covered Call ETF

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

My portfolio includes CEFs, ETFs, a few BDCs and an ETN, for whose selection I have developed over the years a criterion based mainly on NAV performance. In this article, however, I decided to focus on the price of each security in my portfolio, comparing it with the lows and highs touched throughout its history. An overview of the path each one has taken from launch to current market quotation with a personal assessment of the possible room for maneuver from those values.

My 9.5% Income Portfolio-Fifty Shades Of Blue

JEPQ has rapidly grown to $17 billion in AUM since its 2022 launch, outperforming peers and providing strong income and capital appreciation. JEPQ's unique call option strategy via ELNs allows for high income without capping upside, making it a standout among high-income ETFs. Despite a slight recent decline, JEPQ has delivered a 32.40% total return since inception, with an average annual return of 14.65%.

JEPQ Is Becoming The King Of Call Option ETFs Yielding 9.51%

The JPMorgan Nasdaq Equity Premium Income ETF focuses on tech stocks, using a covered call strategy to generate monthly income. JEPQ's portfolio is heavily weighted towards Mag 7 stocks, offering strong exposure to the AI sector, with top holdings like Apple and Nvidia. JEPQ has outperformed its more diversified counterpart, JEPI, with a 1-year NAV return of 16.21% versus JEPI's 11.23%, thanks to tech stock performance.

JEPQ: Earn 9.5% For Owning Mag 7 Stocks

JEPQ's yield has increased to 9.5% over the past six months, breaking the previous trend of declining distribution levels. The rise in VIX and Nasdaq 100 volatility index has driven higher option premiums, benefiting JEPQ's yield. Election-year uncertainties, unclear interest rate paths, and rising geopolitical risks contribute to elevated volatility going forward.

JEPQ: 9.5% Monthly Yield With Attractive Outlook

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These four income-generating ETFs will attract more investors as interest rates decline.

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SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Monthly payers like DIA, JEPI, JEPQ, and SPHY provide consistent income, making them attractive for income-focused investors. DIA offers exposure to the Dow Jones Industrial Average, balancing growth and stability. JEPI and JEPQ generate premium income through options strategies, enhancing yield potential.

How To Invest $100,000 For A High-Yield Monthly Dividend Portfolio

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Williams

Charlie Munger gave investors the key to setting themselves up for long-term financial success. Investing in AI can position your portfolio to achieve outsized long-term dividend growth and potentially even total returns. We detail how to build a dividend snowball powered by leading AI stocks.

Invest $100,000 For An AI-Powered Dividend Snowball

The JPMorgan Nasdaq Premium Equity (JEPQ) and the Nasdaq 100 Covered Covered Call ETF (QYLD) have grown substantially in the past few years, helped by the rising demand for growth and dividend income.  JEPQ has gathered over $17 billion while the QYLD has attracted $8.1 billion in assets, and the trend will likely continue.

JEPQ and QYLD are good Nasdaq ETFs: here's a better alternative

Toronto, Ontario--(Newsfile Corp. - October 1, 2024) - George Gatch, Chief Executive Officer, J.P. Morgan Asset Management and Travis Hughes, Head of Canada, J.P.

J.P. Morgan Asset Management (JEPI, JEPQ) Opens the Market

The Roundhill Innovation-100 0DTE Covered Call Strategy ETF sells 0DTE covered calls to generate a high distribution yield to investors. QDTE has outperformed more well-known peers since its inception, as its use of daily call options effectively resets its performance cap daily, allowing QDTE to capture more upside. However, by the same token, the QDTE ETF should underperform in down markets, as it receives less option premium to cushion drawdowns.

QDTE Vs QYLD And JEPQ: Far Higher Distribution Yields And Potentially Higher Total Return

JPMorgan Dividend Leaders ETF

On Thursday, J.P. Morgan Asset Management launched its latest fund, the JPMorgan Dividend Leaders ETF (JDIV).

JPMorgan Lists New Strategic Dividend ETF

JPMorgan's successful ETFs inspired Invesco to launch QQA, a NASDAQ 100 tracking fund with ELNs containing option strategies and money market holdings for income and potential volatility reduction. QQA's projected 10.26% distribution rate is competitive, but its limited history and lack of transparency in ELN and options strategies warrant a Hold rating. The fund's hedge fund-like operations and insufficient performance data necessitate waiting for clearer guidelines and more historical performance before making a definitive investment decision.

QQA: Invesco's JEPQ Clone Is Yet To Show Results

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Investing in high-yield dividend stocks can provide a stable passive income in retirement, reducing sequence-of-return risk compared to index funds. We share a model portfolio for how you can do this. The model portfolio yields a weighted average 8% while also growing its payouts at a rate that should meet or even beat inflation over the long term.

8%-Yielding Portfolio For Retirement Passive Income

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Approximately 150 U.S.-listed ETFs gathered more than $1 billion in the first eight months of 2024. As I looked through the leaderboard, a few key themes jumped out.

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JPMorgan Nasdaq Equity Premium Income ETF aims to generate steady monthly income and exposure to Nasdaq 100 growth stocks using an options-based strategy, targeting 9%-11% income. The JEPQ fund's tech-heavy focus offers higher growth potential but increased volatility, making it less diverse than broader market ETFs. JEPQ's options strategy can limit gains in bull markets but provides a safety net, appealing to cautious investors or those nearing retirement.

JEPQ: Good Chance It Outperforms QQQ Now

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