JEPI ETF

Many investors concentrate on either growth or income. I like to combine both strategies.

Since it started in 2020, the JPMorgan Equity Premium Income ETF has achieved an average annual return of 12.41%, with a strong return of 12.56% in 2024. While it has some technology stocks like Nvidia and Meta, the fund keeps a balanced approach to these riskier investments. In 2025, the ETF may gain from a supportive economic policy, lower inflation, and decreasing interest rates, which are likely to boost GDP growth and the stock market.

Exchange-traded funds (ETFs) are excellent choices for people looking to earn passive income. A lot of these funds contain a collection of investments that produce income.

To have a comfortable retirement, you need to do more than just depend on government support. While Social Security offers a basic level of income, the average monthly payment of $1,976 is often not enough for many Americans to enjoy a satisfying retirement.

I looked into investing for retirement, highlighting the need for stable income and growth. ETFs such as SCHD and JEPI provide different ways to achieve these objectives. Choosing the best retirement investments relies on personal goals, risk levels, and financial circumstances, and ETFs can make this easier for many investors.

I am optimistic about U.S. stocks in 2025 due to supportive business policies, progress in AI, and a positive environment for inflation and interest rates. Even though stock prices are high, I suggest the JEPI ETF because it focuses on income and provides some protection against market drops while maintaining a steady return. In 2024, JEPI's distribution yield was appealing, exceeding the 10-year treasury yield by 2.8 percentage points, and it is expected to yield around 7-8% in 2025.

The JPMorgan Equity Premium Income ETF (JEPI) performed well in 2024, benefiting from significant gains in American stocks. This fund, the largest actively managed ETF, reached a peak of $60.12 in December before dropping to its current value of $58.

In 2025, we can expect more market fluctuations compared to 2024, as the S&P 500 seems overpriced due to its high PE ratio. For a safer investment option, you might look at the JPMorgan Equity Premium Income ETF, which focuses on large-cap stocks and uses a covered call strategy to provide an 8% yield. JEPI has a balanced approach to its top holdings and generates income, making it a good addition for income-focused investors alongside JEPQ in 2025.

TORONTO, December 31, 2024 (GLOBE NEWSWIRE) -- J. P. Morgan Asset Management (JPMAM)* has announced the final cash distributions for December 2024 for the JPMorgan ETFs listed below.