JPMorgan Equity Premium Income ETFJEPI
JEPI
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
300% more first-time investments, than exits
New positions opened: 196 | Existing positions closed: 49
128% more repeat investments, than reductions
Existing positions increased: 644 | Existing positions reduced: 283
43% more capital invested
Capital invested by funds: $17.6B [Q3] → $25.2B (+$7.59B) [Q4]
11% more funds holding in top 10
Funds holding in top 10: 123 [Q3] → 137 (+14) [Q4]
11% more funds holding
Funds holding: 1,091 [Q3] → 1,213 (+122) [Q4]
2.42% less ownership
Funds ownership: 49.21% [Q3] → 46.79% (-2.42%) [Q4]
38% less call options, than puts
Call options by funds: $10.3M | Put options by funds: $16.5M
Research analyst outlook
We haven’t received any recent analyst ratings for JEPI.
Financial journalist opinion
Based on 19 articles about JEPI published over the past 30 days
Negative
Zacks Investment Research
11 hours ago
Tap Covered Call ETFs to Earn Higher Income & Stave Off Volatility
Wall Street has been under pressure due to tariff fatigue and recession fears. These covered call ETFs could be of help.
Negative
Zacks Investment Research
16 hours ago
Wall Street in Correction: Tap High-Income ETFs
Tap high-income ETFs to stave off market volatility.
Positive
Seeking Alpha
3 days ago
SPYI Vs. JEPI: One Of These ETFs Is Highly Overrated
JEPI offers lower share price volatility but has highly variable and tax-inefficient distributions, making it less ideal for consistent income needs. SPYI provides more stable, higher monthly distributions with tax benefits, offering better long-term returns and downside protection for income investors. Lower share price volatility is only realized if you sell JEPI at the right time, and it does not guarantee protection from market crashes.
Neutral
Seeking Alpha
4 days ago
My Income Portfolio: Financial Awareness
The essence of financial awareness is to realize that money can work for us through our investments. Understanding the value of money is the first step toward financial education, which leads to the selection of the most appropriate tools for developing that awareness. In my case, the instruments I have adopted are largely high-income vehicles, with monthly and, in some cases, quarterly distribution.
Positive
Seeking Alpha
4 days ago
2 Strategic Income Plays To Diversify And Enhance Your Retirement Yield
Retirement income is about liquidity, defensive and yield maximization without sacrificing the quality (or the previous two aspects). The common asset classes that do the job are MLPs, BDCs, REITs, high-quality fixed income CEFs, and blue-chip dividend firms. A bit more uncommon alternatives are preferred shares and covered call ETFs.
Negative
Invezz
4 days ago
JEPI ETF is beating the S&P 500 index, but a risky pattern has formed
The JPMorgan Equity Premium Income ETF (JEPI) stock price has pulled back in the past few weeks as American equities slumped. JEPI has slumped by about 2% from its highest point this year.
Neutral
CNBC Television
1 week ago
Final Trades: Pfizer, Paychex and the JEPI
The Investment Committee debates their Final Trades.
Positive
Seeking Alpha
1 week ago
Build A 10%-Yielding Monthly Dividend Portfolio For A Stress-Free Retirement
Want a reliable 10%+ yield? This portfolio delivers monthly income with broad diversification. How to balance high yield with stability. Retire on dividends without worrying about market swings—here's how to make it work.
Neutral
Seeking Alpha
1 week ago
JEPI And The Market Correction
We are in a market correction, with the Nasdaq down 10% and SP500 down 6%, impacting the JPMorgan Equity Premium Income ETF. The JEPI ETF generates income through covered calls and equity-linked notes, benefiting from higher volatility with better premiums on options. Despite recent underperformance, JEPI offers stable income, with potential for a dividend bump due to increased volatility and a current yield over 7%.
Positive
Seeking Alpha
1 week ago
HDIF:CA: Reasonable Yield But Comes With A Risk Of Capital Loss
Harvest Diversified Monthly Income ETF offers a diversified, CAD-hedged investment with a 10% annualized yield, ideal for Canadian investors seeking stable income. HDIF employs double leveraging: holding 125% of AUM in ETF assets and selling call options on up to 33% of each ETF holding. Despite underperforming the TSX initially, HDIF has recently aligned with the TSX, offering predictable monthly income at the cost of potential price returns.
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