Profile
Assets class:
U.S. EquityAssets under management:
$34 BAverage volume:
$3 MDomicile:
USExpense ratio:
0.35%Inception date:
19 May 2020Website:
http://am.jpmorgan.comLast dividends:
03 June 2024Next dividends:
N/ATop countries
Dividend yield TTM
JEPI Latest News
JPMorgan Equity Premium Income ETF offers a high-yielding monthly income stream. The fund generates income by selling options.
Tech sector dominance has increased since May 1, with NVIDIA surpassing Microsoft and Apple as the most valuable company. Low VIX levels have resulted in reduced option-selling income for the JPMorgan Equity Premium Income ETF. JEPI remains a large ETF with a focus on generating income through selling options and investing in U.S. large-cap stocks, offering a diversified, low-volatility equity portfolio.
Retirement ETFs are crucial for anyone looking to put aside money decades into the future. Not everyone has the free time to scour through hundreds of individual stocks.
JEPY is a relatively new fund with a strategy quite similar to those of covered call ETFs. It offers investors a massive, unsustainable 55.4% distribution yield. Share prices will almost certainly decline long-term, as they have since inception. I believe JEPI to be a stronger, more balanced, sustainable choice.
JPMorgan Equity Premium Income ETF (JEPI) has become a highly popular fund among income investors because of its high dividend returns. Its assets have jumped to over $33 billion and inflows are expected to keep rising.
The ETF has a good track record of delivering income to investors. Its structure means it's unlikely to outperform in a bull market, but its downside in bear markets is limited.
Realty Income and Vici Properties are two of the most stable REITs. JPMorgan's covered call ETFs are paying impressive dividend yields.
JPMorgan Equity Premium Income ETF provides monthly income and equity market exposure with less volatility. W.P. Carey pays a growing dividend backed by high-quality real estate.
High-yielding ETFs offer great investment avenues amid varying rate cut expectations and valuation concerns in some pockets of the broader market.
The rapid growth of the JP Morgan Equity Premium Income ETF (JEPI) can be attributed to its appealing monthly distribution. Despite this, JEPI has notable disadvantages. In this article, I explore the sole reason to consider purchasing JEPI and suggest a complementary investment to counter its drawbacks.
What is JEPI ETF?
The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
What is JEPI assets class?
Assets class of JEPI ETF is 'U.S. Equity'
What is JEPI assets under management?
Assets under management of JEPI ETF is $34 B
What is JEPI average volume?
Average volume of JEPI ETF is $3 M
What is JEPI domicile?
Domicile of JEPI ETF is US
What is JEPI expense ratio?
Expense ratio of JEPI ETF is 0.35%
What is JEPI inception date?
Inception date of JEPI ETF is 19 May 2020
What is JEPI website?
Website of JEPI ETF is https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-equity-premium-income-etf-etf-shares-46641q332