JPMorgan Equity Premium Income ETF
JEPI

$59.01

0.32%

Market Cap: $35.3B

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

97% more repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 290

25% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 88

2% more funds holding

Funds holding: 1,023 [Q1] → 1,045 (+22) [Q2]

7.87% less ownership

Funds ownership: 52.14% [Q1] → 44.27% (-7.87%) [Q2]

10% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $17.9M

14% less capital invested

Capital invested by funds: $17.3B [Q1] → $14.9B (-$2.48B) [Q2]

16% less funds holding in top 10

Funds holding in top 10: 139 [Q1] → 117 (-22) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for JEPI.

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Financial journalist opinion

Based on 8 articles about JEPI published over the past 30 days

JEPI: Why I Am Doubling Down On This 7% Yielding ETF At 52-Week Highs

JPMorgan Equity Premium Income ETF offers a 7% yield and combines equity exposure with an option writing strategy for recurring income. With the U.S. economy growing and inflation receding, JEPI's NAV has strong growth potential in 2024, especially with AI-driven tech investments. JEPI outperforms alternatives like QYLD, boasting higher NAV returns and lower fees, making it a compelling choice for passive income investors.

JEPI: Why I Am Doubling Down On This 7% Yielding ETF At 52-Week Highs

What I Wish I Knew Before Becoming A Stock Picker

Picking individual stocks can outperform the market if you enjoy analyzing companies and have the discipline to manage your investments carefully. There are important lessons that investors need to follow if they are going to have success picking stocks. I share three of some of the most important lessons I have learned over the years that I wish I had known at the beginning of my stock-picking career.

What I Wish I Knew Before Becoming A Stock Picker

24/7 Wall Street

6 Top Dividend ETFs to Buy in September for Passive Income Investors

24/7 Wall St. Insights Exchange-traded funds have numerous advantages over open-end mutual funds.

6 Top Dividend ETFs to Buy in September for Passive Income Investors

10 Stocks And 5 Funds For A Powerful Dividend Snowball

We share the criteria by which we select dividend stocks. We share 10 stocks that meet these criteria. We also share five funds that provide an alternative path to achieving somewhat similar results with greater diversification and passivity in exchange for lower total return potential.

10 Stocks And 5 Funds For A Powerful Dividend Snowball

JEPI: Is JP Morgan's blue-chip boomer candy ETF a good buy?

The JPMorgan Equity Premium Income ETF (JEPI) has done well this year, helped by the ongoing surge of American stocks. Its stock has risen in the last four consecutive weeks and is trading at a record high of $58.8.

JEPI: Is JP Morgan's blue-chip boomer candy ETF a good buy?

The Motley Fool

3 High-Yielding ETFs I Can't Wait to Buy for Passive Income This September

JPMorgan Equity Premium Income ETF offers income and upside potential. iShares 0-3 Month Treasury Bond ETF is a great way to generate incremental passive income from idle cash.

3 High-Yielding ETFs I Can't Wait to Buy for Passive Income This September

Why JEPI Is Likely A Worse Bet Than SPY

As I had expected, JEPI has underperformed the S&P500 since my last update at the start of the year. Despite a volatile start to August, I remain bullish on the S&P500 due to positive EPS growth, which does not indicate chances of a recession or a prolonged market downturn. A bullish market outlook is unfavorable for JEPI due to its 13.5% allocation to a covered call strategy, which is effective mostly in flat to falling markets.

Why JEPI Is Likely A Worse Bet Than SPY

Buy-Write ETFs: Why Buy? The Case For JEPI, XYLD

Buy-Write ETFs are a very interesting financial engineering solution, but they have some inconsistencies. By studying the most commonly used ones, JEPI and XYLD, it's easy to realize that there's not much difference compared to investing in the U.S. stock market. Compared to a classic SPY, we realize that, given the risk, there isn't currently an alpha that is particularly compelling, nor are there significant benefits in terms of portfolio diversification.

Buy-Write ETFs: Why Buy? The Case For JEPI, XYLD

The Motley Fool

3 High-Yield Dividend Stocks That Can Earn You Bundles of Cash

Vitesse Energy's primary focus is generating dividends for investors. The JPMorgan Equity Premium Income ETF aims to generate lower volatility returns and monthly income for investors.

3 High-Yield Dividend Stocks That Can Earn You Bundles of Cash

The Motley Fool

3 High-Yield Dividend ETFs to Buy to Generate Passive Income

SPDR Portfolio S&P 500 High Dividend ETF provides passive income from 80 top high-yield dividend stocks. JPMorgan Equity Premium Income ETF supplies monthly income from options premiums.

3 High-Yield Dividend ETFs to Buy to Generate Passive Income

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