JPMorgan Equity Premium Income Fund (JEPI)
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I Hate Covered Call ETFs, But If You Must Own Them Pick, These Two
Covered call ETFs consistently underperform basic index ETFs over time due to capped upside and higher management fees. The NEOS funds (SPYI, QQQI) stand out by using call spreads, which help minimize underperformance. Single-stock covered call ETFs, like those from YieldMax, have high fees and significantly underperform their underlying stocks; I strongly recommend avoiding them.
JEPI: Market Correction Didn't Help
JEPI offers attractive dividend payouts but struggles to match the total returns of the S&P 500 index. Despite its income focus, JEPI's overall performance lags behind simple index fund investing. My investment thesis remains Bearish due to JEPI's inability to keep up with broader market returns.
JEPI: Recent Market Conditions Reveal Some Flaws In The Fund's Strategy
JEPI remains a reliable income-focused ETF, consistently delivering its 8% annual payout target since inception despite recent market volatility. I am downgrading JEPI from a strong buy to a hold due to its underperformance compared to peers and the S&P 500 during recent sell-offs. JEPI's rules-based options strategy offers stability but lacks the flexibility of competitors like GPIX and QQQI, resulting in less upside and lower payouts during volatility.
JEPI: Highest Dividend Since December 2022, Battle-Tested
I reiterate my buy rating on JEPI, which continues to deliver strong income and resilience during equity market stress. JEPI's yield has climbed to 8%, with a multi-year-high recent dividend, though lower volatility may reduce future payouts. The ETF offers diversified, low-volatility exposure to US large caps and mid-caps, with a lower P/E than the S&P 500.
JEPI: Can Produce Capital Appreciation And A High Single-Digit Yield Going Forward
JEPI has amassed $39.63 billion in assets under management since its inception in 2020, establishing itself as a leading high-income investment product due to its blend of income and appreciation. I prefer JEPI to JEPQ for conservative investors because it offers lower volatility, broader diversification across the S&P 500, and a stronger focus on risk mitigation compared to JEPQ. I am anticipating strong performance and sustained high yields, particularly if the Federal Reserve cuts rates, enhancing JEPI's appeal as an income-focused investment.
Option Income ETFs Surge in Popularity
Option income ETFs surge in popularity with JEPQ and JEPI accumulating $5.7 billion and $3.5 billion, respectively, in capital so far this year.
When Everyone's Selling, This ETF Is My Million-Dollar Lifeline
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JEPI: A Top 8%-Yielding Covered Call ETF
The JPMorgan Equity Premium Income ETF offers an 8% yield by combining stocks with a call writing strategy for income generation. JEPI's portfolio includes leading U.S. companies like Visa, Mastercard, McDonald's, Microsoft, and Amazon, providing defensive equity exposure. The JPMorgan Equity Premium Income ETF has a well-diversified equity portfolio and the ETF's yield has recently spiked above its longer term average yield, indicating undervaluation.
JEPI: Great Time To Buy For Portfolio Yield-Enhancement And Diversification
So far this year, JEPI has proved that the embedded downside protection (relative to the S&P 500) is real. Even though the ETF is down ~4.4% on a YTD and total return basis, the underlying investment case has become much more enticing than where it was several weeks ago. In this article, I elaborate on the key drivers that render JEPI an attractive choice for income investors to both enhance and diversify their portfolio yield.
4 Ways JPMorgan's High-Yield JEPI ETF Is a Safe Play Today
JPMorgan High-yield ETF enjoys a yield higher than 7% and has performed better than S&P 500 this year.
Why I Believe JEPI and JEPQ ETFs Are Still Strong Investments Despite a Weak Stock Market
These two ETFs provide exposure to S&P 500 and Nasdaq while offering ultimate portfolio diversification. They use the strategy of selling call options while enjoying equity ownership to generate double-digit returns.
3 Investments That Cut You a Check Each Month
Most income-generating stocks pay quarterly dividends. That might suit most investors, but some people -- including retirees who want their investments to pay their bills consistently -- might prefer monthly dividend payments.
