JPMorgan Equity Premium Income ETFJEPI
JEPI
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
73% more repeat investments, than reductions
Existing positions increased: 570 | Existing positions reduced: 329
57% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 67
3% more funds holding in top 10
Funds holding in top 10: 119 [Q2] → 123 (+4) [Q3]
2% more funds holding
Funds holding: 1,062 [Q2] → 1,085 (+23) [Q3]
0% more call options, than puts
Call options by funds: $18.3M | Put options by funds: $18.3M
3% less capital invested
Capital invested by funds: $18.1B [Q2] → $17.6B (-$571M) [Q3]
4.84% less ownership
Funds ownership: 53.98% [Q2] → 49.14% (-4.84%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for JEPI.
Financial journalist opinion
Based on 18 articles about JEPI published over the past 30 days
Neutral
24/7 Wall Street
11 hours ago
JEPI vs SCHD: Which Income-Focused ETF Is the Better Buy?
Passive income-focused exchange-traded funds (ETFs) can be a cheap and simple way to give yourself a nice dividend raise of sorts.
Positive
The Motley Fool
16 hours ago
3 Unstoppable Dividend Stocks to Buy Even if There's a Stock Market Sell-Off in 2025
Equity markets have been bouncing all over the place to kick off the new year. Some folks may be concerned that valuations are stretched thin after back-to-back years of over 20% gains in the S&P 500 in 2023 and 2024.
Positive
The Motley Fool
3 days ago
3 High-Yield Dividend ETFs to Buy to Generate Passive Income
Exchange-traded funds (ETFs) are great options for those seeking to generate passive income. Many of these funds hold a portfolio of income-generating investments.
Positive
Seeking Alpha
4 days ago
Why Infrastructure Is The Ultimate Play In Your Income Portfolio Now
Many income-production asset classes provide subpar offerings. It is either high yield or high growth and rarely something in the middle. I share why infrastructure could be a solution to fill this gap.
Neutral
Seeking Alpha
6 days ago
JEPI Is My Bet For Riding Out 2025's Volatility
JEPI offers a unique investment strategy combining high dividend yields with options premiums to generate consistent income for investors. The fund's low volatility and defensive nature make it an attractive option for conservative investors seeking stable returns. JEPI's performance has consistently outpaced traditional income-focused ETFs, providing both income and capital appreciation.
Positive
24/7 Wall Street
1 week ago
Wall Street Loves These 6 Amazing Passive Income Dividend ETFs
Many investors in 2025 need dependable passive income, and one outstanding way to get reliable regular dividends is to invest in exchange-traded funds (ETFs).
Positive
Seeking Alpha
1 week ago
How I Plan To Invest $700,000 To Pay Bills With Dividends Forever
A portfolio of $700,000 is large enough to produce an annual dividend income that matches the national average individual income of $64,000. I prioritize high-yield investments like BDCs, REITs, MLPs, and option ETFs to achieve a substantial income stream, accepting less capital appreciation in exchange for higher income. A diversified portfolio of 15 holdings, including tech-heavy funds and income-focused assets, can replace a job income, providing financial security and flexibility.
Neutral
ETF Trends
1 week ago
Chasing Alpha: Top Active Equity Strategies for 2025
Markets are coming off back-to-back gains of more than 20% each on an annual basis. That's historically rare, and the chances of a hat trick in 2025 are slim to none.
Positive
The Motley Fool
1 week ago
2 High-Yield ETFs That Could Supercharge Your Retirement Income
The path to a comfortable retirement requires more than relying on government benefits. Social Security provides a foundation, but the average monthly payment of $1,976 falls short of what many Americans need for a fulfilling retirement lifestyle.
Positive
Seeking Alpha
2 weeks ago
3 Rock-Solid ETFs I'd Bet My Retirement On
I explored retirement-focused investing, emphasizing the importance of income stability and growth. ETFs like SCHD and JEPI offer diverse approaches to these goals. Selecting the right retirement investments depends on individual goals, risk tolerance, and financial situations. ETFs can simplify this process for most investors. My ETF picks prioritize high-quality income with moderate growth. They suit retirees seeking reliability, diversification, and efficient portfolio management.
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