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JEPI ETF

Profile

Name:

JPMorgan Equity Premium Income ETF

Assets under management:

$33 B

Expense ratio:

0.35%

Inception date:

21 May 2020

Last ex-dividend date:

01 November 2024

Next ex-dividend date:

N/A

Description:

JEPI ETF, or JPMorgan Equity Premium Income ETF, aims to provide income and capital appreciation. It invests in U.S. stocks while using options to generate extra income. This strategy helps reduce risk and offers a steady income stream, making it appealing for income-focused investors.
Name
Weight
1.72 %
1.66 %
AMZN logo
Amazon(AMZN)
1.62 %
NVDA logo
NVIDIA(NVDA)
1.55 %
1.52 %
1.50 %
V logo
Visa(V)
1.47 %

Holding types

Countries

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Analyst ratings

Market Data

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JEPI ETF forecast: here's why the stock could reverse soon
JEPI ETF forecast: here's why the stock could reverse soon
JEPI ETF forecast: here's why the stock could reverse soon
JEPI
invezz.com02 December 2024

The JPMorgan Equity Premium Income ETF (JEPI) has been performing well this year, benefiting from the strong gains in American stocks. Its total return stands at 17.7%, which is less than the S&P 500 index's increase of 26% and the 19% rise of the Schwab US Dividend Equity (SCHD).

1 High-Yield Dividend ETF I Plan to Buy Hand Over Fist in December
1 High-Yield Dividend ETF I Plan to Buy Hand Over Fist in December
1 High-Yield Dividend ETF I Plan to Buy Hand Over Fist in December
JEPI
fool.com01 December 2024

I enjoy gathering passive income. The more I earn, the less I have to depend on working to pay my bills.

How JEPI And CTA Can Potentially Deliver 10% Yields And Gains In Most Corrections
How JEPI And CTA Can Potentially Deliver 10% Yields And Gains In Most Corrections
How JEPI And CTA Can Potentially Deliver 10% Yields And Gains In Most Corrections
JEPI
seekingalpha.com30 November 2024

By combining JEPI and CTA ETFs, you can create a hedge fund portfolio that yields 10% and has historically provided double-digit returns while being 85% less volatile than the S&P. The covered call strategy of JEPI and the trend-following method of CTA, which includes different asset classes, make this one of the best low-cost hedge fund options available. Since CTA started, the JEPI and CTA combination has only lost 13% of the market's downturn during falling markets, with an average return of +0.6% in down months for US stocks.

Want to Boost Your Income With Recurring Cash Flow Each Month? Invest in This High-Yielding ETF.
Want to Boost Your Income With Recurring Cash Flow Each Month? Invest in This High-Yielding ETF.
Want to Boost Your Income With Recurring Cash Flow Each Month? Invest in This High-Yielding ETF.
JEPI
fool.com22 November 2024

Looking to increase your monthly income with steady cash flow? Consider investing in this high-yield ETF. It could be a great way to boost your earnings.

5 Dividend ETFs to Buy and Hold Forever
5 Dividend ETFs to Buy and Hold Forever
5 Dividend ETFs to Buy and Hold Forever
JEPI
marketbeat.com20 November 2024

Dividend ETFs are a good option for conservative investors looking for steady income and long-term growth. They offer diversification, regular payouts, and simple management, making them perfect for a stable, low-maintenance investment portfolio.

Forget Amazon: Buy These 2 ETFs Instead
Forget Amazon: Buy These 2 ETFs Instead
Forget Amazon: Buy These 2 ETFs Instead
JEPI
247wallst.com18 November 2024

Amazon (NASDAQ: AMZN) shares are performing very well as we approach the middle of November.

Buy These 3 High-Yield Dividend Stocks Today and Sleep Soundly for a Decade
Buy These 3 High-Yield Dividend Stocks Today and Sleep Soundly for a Decade
Buy These 3 High-Yield Dividend Stocks Today and Sleep Soundly for a Decade
JEPI
fool.com03 November 2024

Two exchange-traded funds (ETFs) and a top package delivery firm provide great choices for investors looking for income.

Election-Ready: Why JEPI's 7% Yield Deserves Your Vote Now
Election-Ready: Why JEPI's 7% Yield Deserves Your Vote Now
Election-Ready: Why JEPI's 7% Yield Deserves Your Vote Now
JEPI
seekingalpha.com02 November 2024

This election could be the closest one in 148 years, causing many investors to worry about increased market fluctuations. While a 60-40 portfolio is known for low volatility, JEPI offers a 7% yield as a monthly income ETF alternative. With its strong yield, potential for income growth, and better volatility characteristics, JEPI might be a great option for high returns before the election.

Meet an ETF That's Heavily Invested in Nvidia and -- Believe It or Not -- Offers an Ultra-High Yield of 8%
Meet an ETF That's Heavily Invested in Nvidia and -- Believe It or Not -- Offers an Ultra-High Yield of 8%
Meet an ETF That's Heavily Invested in Nvidia and -- Believe It or Not -- Offers an Ultra-High Yield of 8%
JEPI
fool.com27 October 2024

This special ETF might attract a lot of income investors.

JEPI: Good Times Aren't Good Enough
JEPI: Good Times Aren't Good Enough
JEPI: Good Times Aren't Good Enough
JEPI
seekingalpha.com23 October 2024

JEPI has been consistently lagging behind the S&P 500, recently returning 1.43% compared to the S&P 500's 2.70%, showing its difficulty in keeping up. The ETF depends on unpredictable markets for extra income, which causes it to underperform during stable times, as seen in its flat or decreasing distributions. Additionally, JEPI's varied investments in costly tech, industrial, and financial stocks contribute to its prolonged underperformance compared to the overall market.

FAQ

  • What is JEPI ETF?
  • Does JEPI pay dividends?
  • What stocks are in JEPI ETF?
  • What is the current assets under management for JEPI?
  • What is JEPI average volume?
  • What is JEPI expense ratio?
  • What is JEPI inception date?

What is JEPI ETF?

JEPI ETF, or JPMorgan Equity Premium Income ETF, aims to provide income and capital appreciation. It invests in U.S. stocks while using options to generate extra income. This strategy helps reduce risk and offers a steady income stream, making it appealing for income-focused investors.

Does JEPI pay dividends?

Yes, the JPMorgan Equity Premium Income ETF does pays dividends, with the most recent payment being $0.38 per share. The last ex-dividend date was on 01 November 2024, and the next ex-dividend date has not been announced yet

What stocks are in JEPI ETF?

As of today, JPMorgan Equity Premium Income ETF inlcudes 134 holdings, with 115 of them being companies from 4 different countries and 11 sectors. The most weighted holdings are Progressive (1.72%), Trane Technologies (1.68%) and ServiceNow (1.66%)

What is the current assets under management for JEPI?

Assets under management of JPMorgan Equity Premium Income ETF is $33 B

What is JEPI average volume?

Average volume of JPMorgan Equity Premium Income ETF is $3 M

What is JEPI expense ratio?

Expense ratio of JPMorgan Equity Premium Income ETF is 0.35%

What is JEPI inception date?

Inception date of JPMorgan Equity Premium Income ETF is 21 May 2020