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.

Invesco QQQ

The J.P. Morgan Nasdaq Equity Premium Income ETF has performed well but has underperformed the market since my initial hold rating last year. My hold rating was justified due to the ETF's consistent performance, despite its underperformance relative to the broader market. The fund's strategy and investment thesis focus on generating income through equity premiums, which has shown stability but not market-beating returns.

Recommending JEPQ Over QQQ For Steady Income

The JPMorgan Nasdaq Equity Premium Income ETF offers a 10% dividend yield, combining tech exposure with income generation through selling covered calls. Tech giants like Apple and Microsoft provide low dividends, making JEPQ attractive for income investors seeking tech exposure without relying solely on stock appreciation. The Fund's strategy caps upside potential, making it less suitable for strong bull markets but advantageous in sideways or choppy markets.

JEPQ Offers A Hefty 10% Tech Yield

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Total Return is a percentage measure reflecting the total performance of a fund, incorporating both capital gains and the effect of dividends reinvested over a specific period. Net Asset Value is the value of an investment fund, determined by subtracting liabilities from assets. The fund's per-share NAV is found by dividing NAV by number of shares outstanding. A positive Total Return with a negative NAV performance creates dissonance in my opinion, whereas having both values positive gives a favorable indication of the quality of a fund.

My 9.5% Income Portfolio-The View From The Top

The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) and the Global X Nasdaq 100 Covered Call ETF (QYLD) ETFs are some of the most popular covered call funds in Wall Street. QYLD, launched in 2013, has attracted over $8 billion while JEPQ has almost $16 billion in assets under management.

QYLD vs JEPQ: which is a better Nasdaq covered call ETF?

iShares Preferred and Income Securities ETF 

The iShares Preferred and Income Securities ETF uses a portfolio of "preferred stocks" to generate steady income. The JPMorgan Nasdaq Equity Premium Income ETF uses options strategies to create an income stream.

2 High-Yield ETFs That Can Supercharge Your Dividend Income

At first glance, JEPQ offers investors the 'perfect' investment vehicle - Nasdaq 100 exposure with a much higher yield than the index. However, whether you're buying JEPQ for income OR total returns, it appears as though there are much better options available. The fund is more well-constructed than other covered call funds, which is something.

JEPQ: You Can't Have Your Cake And Eat It Too

JEPQ ETF survived recent volatility event with only a small drawdown, proving its resilience. Investors should be cautious of high-valuation growth stocks like NVDA and Microsoft held in JEPQ ETF. There are growing concerns about the sustainability of the AI investment theme, as the return on investment in AI appears low.

JEPQ: Survived Volmageddon 2.0, But Concerns About Valuations Remain

JPMorgan Nasdaq Equity Premium Income ETF's price has fallen over 5% since May, presenting a buying opportunity for income-focused investors. JEPQ offers a dividend yield of 9.7% with monthly distributions, making it suitable for retired investors supplementing income or younger investors implementing a dividend wheel strategy. JEPQ's option strategy, focused on out-of-the-money calls, allows for capturing higher market upside while generating income, primarily from tech sector exposure.

JEPQ: 2 Ways Of Utilizing This Fund

Historical data shows that JEPQ has demonstrated lower drawdowns compared to the broader market during market downturns. I don't consider such past performance as a coincidence. The use of options and the underlying screening method are structurally sound approaches, in my view.

JEPQ And Hard Landing: What Its Past Data Tell Us

JEPQ benefits from higher implied volatility, generating more income from selling options. Assets under management for JEPQ continue to rise, despite a decline in net asset value. JEPQ's yield may rise above 10% with current volatility levels, making it an attractive option for income-seeking investors.

JEPQ: Yield Near 10%, How High It Could Rise (Rating Upgrade)

Global X S&P 500 Covered Call ETF

Covered call ETFs have become highly popular among income-focused investors in the past few years, such that the industry now has over $80 billion in assets.  The JPMorgan Equity Premium Income ETF (JEPI) leads the industry with over $33 billion.

JEPI, JEPQ, XYLD, and QYLD ETFs have failed 2 key tests

JPMorgan Nasdaq Equity Premium Income ETF supplies a generous stream of passive income. The ETF also provides equity market upside to the Nasdaq-100.

Why I Loaded Up on This Ultra-High-Yielding ETF After the Nasdaq's Recent Slump

JPMorgan Equity Premium Income ETF, JEPI, is a beloved high-yield monthly dividend ETF, and JPMorgan has an even higher-yielding version called JPMorgan Nasdaq Equity Premium Income ETF, JEPQ. JEPQ uses the Nasdaq as its base, offering higher income but more volatility than JEPI. JEPQ is designed for maximum income with similar volatility as the S&P, but investors need to be aware of potential downsides and tax implications.

JEPQ: This 9% Yielding Monthly Dividend ETF Is Perfect For 2 Kinds Of Investors

Investors are still seeking equity exposure for income even as interest rates rise, turn to ETFs like JEPQ and GPIQ. JEPQ uses ELNs for income, while GPIQ writes call options, providing higher yield and a more understood strategy. GPIQ edges out JEPQ in income generation, but both ETFs lag behind benchmark QQQ in performance.

JEPQ Vs. GPIQ: A Fight Of NASDAQ 100 Income ETFs

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On this week's episode of ETF Prime, host Nate Geraci unpacks the rise of active ETFs in 2024 with VettaFi Investment Strategist Cinthia Murphy. Later, Geraci welcomes Kaitlin Hendrix, asset allocation research director at Dimensional Fund Advisors, to discuss the firm's new unified managed account (UMA) platform.

ETF Prime: Murphy on the Rise of Active ETFs in 2024

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Goldman Sachs Nasdaq-100 Core Premium Income ETF is a top-performing covered call fund focused on the Nasdaq index.

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VettaFi hosted and moderated 79 webcasts and livecasts in the first half of 2024. Approximately 18,000 advisors joined us to learn from ETF and mutual fund industry experts on a range of equity, fixed income, commodities, and alternatives topics.

What Advisors Told VettaFi in First Half

The Nasdaq-100 index has delivered high returns over the years. The index is more volatile, and the ETFs tracking it don't supply much income.

Got $1,000? Here's 1 Unique ETF to Cash In on the Nasdaq.

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Dividend investing can be risky, with even dividend kings and aristocrats recently crashing and burning. Investing with major macro tailwinds at your back can help mitigate some of these risks. I share how I would invest $100,000 to profit form 3 big macro trends in the coming years while also generating an attractive income yield.

How To Invest $100,000 For Big Dividends From 3 Big Macro Trends

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JPMorgan Asset Management and Dimensional Fund Advisors make up about 40% of total active ETF assets.

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JPMorgan Nasdaq Equity Premium Income ETF has gained popularity for generating capital appreciation and significant monthly income. JEPQ has outperformed other income-focused ETFs in terms of appreciation and yield over the past year. JEPQ is a quintessential hybrid ETF for investors seeking recurring income without sacrificing appreciation, especially in the technology sector.

JEPQ: A Strong Hybrid Fund Yielding 8.83% And Producing Capital Appreciation

JPMorgan Nasdaq Equity Premium Income ETF and Global X NASDAQ 100 Covered Call ETF offer high-income yields from mega-cap tech stocks, providing diversification into the AI boom without sacrificing income. Both ETFs employ covered call strategies on the NASDAQ 100 index. We compare them side by side and explain why only one is worth buying.

9-12% Yields From AI: JEPQ Vs. QYLD - Only One Is Worth Buying

AT&T

Equities are an easy way to generate passive income. Still, stocks and exchange-traded funds with above-average yields can come with unique risk profiles.

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