JPMorgan Equity Premium Income ETFJEPI
JEPI
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
72% more repeat investments, than reductions
Existing positions increased: 567 | Existing positions reduced: 329
28% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 82
3% more funds holding in top 10
Funds holding in top 10: 118 [Q2] → 121 (+3) [Q3]
2% more funds holding
Funds holding: 1,059 [Q2] → 1,082 (+23) [Q3]
0% more call options, than puts
Call options by funds: $18.3M | Put options by funds: $18.3M
5% less capital invested
Capital invested by funds: $17B [Q2] → $16.2B (-$854M) [Q3]
5.46% less ownership
Funds ownership: 50.79% [Q2] → 45.33% (-5.46%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for JEPI.
Financial journalist opinion
Based on 17 articles about JEPI published over the past 30 days
Neutral
Seeking Alpha
14 minutes ago
JEPI: Good Hedge Vs Tech-Heavy S&P500 In Current Rates Environment
JEPI is a more defensive ETF vs SPY, due to underexposure in the high-beta tech sector and overexposure to equity-linked-notes, which do well in a weak to sideways market environment. The Fed's expectations of a slower pace of rate cuts in 2025 impairs long duration technology growth stocks more, making JEPI's underexposure a favorable trait. The tech-heavy mix of SPY also chances of a correction (sideways or downward) due to the Fed rate policy moves, making JEPI's ELN exposure favorable.
Positive
Seeking Alpha
2 days ago
JEPI: Ignore The Noise, Cash The Checks
The JPMorgan Equity Premium Income ETF offers strong monthly income and a near 7% yield. A recent market pullback is creating the start of a buying opportunity. Diversified income sources and stability, though payouts fluctuate based on market conditions.
Neutral
Seeking Alpha
4 days ago
JEPI: The Truth Behind Its High Yield
In this thesis, I evaluate JPMorgan Equity Premium Income ETF based on its objectives of income generation, capital appreciation, and lower volatility. While JEPI delivers high yields, I demonstrate that the source of these yields is not as it appears. JEPI has incurred significant losses in its equity portfolio, leading to severe underperformance compared to its benchmark.
Negative
Invezz
5 days ago
JEPI ETF stock scorecard for 2024 and what to expect in 2025
The JPMorgan Equity Premium Income ETF (JEPI) stock has had a strong performance this year as it jumped to a record high of $60.52. Its total return this year stood at 15%, underperforming the S&P 500 index, which has risen by about 27.3% this year.
Positive
Seeking Alpha
1 week ago
JEPI: The Stars Are Aligning For 2025
JEPI offers an attractive yield from a diversified portfolio heavy on mega-cap tech stocks. However, it massively underperformed the S&P 500 this year. We share why the stars are aligning for it to have a much brighter 2025.
Positive
24/7 Wall Street
1 week ago
3 ETFs to Buy for Steady (and Growing) Passive Income
Long-term investing has consistently proven effective, and is one of the core pillars of wealth generation that millions of Americans live by.
Negative
Seeking Alpha
1 week ago
JEPI: Macroeconomic Volatility Could Help Performance In 2025
The JPMorgan Equity Premium Income ETF uses a covered call strategy which produces income for shareholders. This strategy has badly underperformed the broad equity market over the past two years. Given high current valuations and macroeconomic uncertainty, JEPI could be a solid tactical pick for 2025 to cushion against potential market downturns.
Positive
Seeking Alpha
2 weeks ago
9 Stocks I'm Buying As The Market Reaches A Rare Level Of Speculative Fervor
The U.S. stock market is highly valued, driven by Big Tech and AI investments, with speculative fervor reminiscent of the late 1990s. Some REITs, like W.P. Carey, face challenges due to poor capital allocation and strategic missteps, leading to underperformance compared to tech stocks. Many other REITs, however, have been beaten down due to short-term supply headwinds and their treatment as bond proxies.
Positive
Seeking Alpha
2 weeks ago
4 ETFs To Build The Ultimate 7.4% Yielding Retirement Portfolio In 2025
The US stock market has had its best 2-year period since 1998-1999, and many investors worry about an impending crash. The 60-40 failed in 2022's inflation spike bear market, suffering its worst return since 1937. 4 ETFs combine to create a far superior 7.4% yielding alternative to the 60-40 retirement portfolio, historically falling 71% less than the market during downturns.
Positive
Seeking Alpha
2 weeks ago
JEPI Should Continue Higher In 2025 And Exceeds A 7% Yield
JEPI, with over $37 billion AUM, offers high income and upside potential, outperforming risk-free assets and maintaining a strong track record. The Fed's rate cuts and a bullish business environment in 2025 make JEPI an attractive investment for income-focused investors. JEPI's diversified portfolio, including top tech stocks, and its unique call option strategy provide uncapped appreciation potential.
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