Trane Technologies plc

NVIDIA

Progressive

ServiceNow

Amazon

Mastercard

Southern Company

Visa

Microsoft

JPMorgan Equity Premium Income ETF

JEPI is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income.

The nominations for the 2023 ETF.com Awards are out, and the list of contenders for best ETF of the year fittingly capture the mood of the market in 2022 – it was a year of hunting for income and focusing on capital preservation in the face of an inflationary environment. Source: ETF.com.

Could JEPI Get Too Big To Be Effective?

iShares Core S&P Small Cap ETF

Vanguard Small-Cap ETF

Actively managed ETFs have started 2023 well, seeing 40% of total ETF flows this year compared to less than 14% last year. The actively managed class of ETFs was also the focus of a conversation between VettaFi's head of research Todd Rosenbluth and TD Ameritrade host Renita Young on “The Watch List” on Tuesday.

Todd Rosenbluth Chats Active ETFs on TD Ameritrade

JEPI has become a very popular ETF for dividend investors recently. However, JEPI is not an innovative approach and investors need to be wary of investing in a more complex and actively managed fund.

JEPI: Here's Why You Probably Should Not Own It

iShares Russell 2000 ETF

iShares Short Treasury Bond ETF

WisdomTree Bloomberg Floating Rate Treasury Fund

Vanguard — few can question the company's stature as an asset manager, but it's not number one in everything. The firm's ETF-specific AUM sat at $1.97 trillion over the last week or so, close but just behind the $2.2 trillion in the iShares suite of ETFs, according to the ETF Issuer League table.

ETF Issuer League: Vanguard Hovering Near $2 Trillion

JPMorgan BetaBuilders Europe ETF

SPDR Bloomberg 1-3 Month T-Bill ETF

Invesco QQQ

SPDR Portfolio Intermediate Term Treasury ETF

SPDR Portfolio Long Term Treasury ETF

SPDR S&P 500 ETF Trust

Money market funds (+$55.0 billion) were the only group to log inflows for the third week straight. The 10-two Treasury yield spread remained negative (-0.89), marking the lowest level since the 1980s.

U.S. Weekly FundFlows Insight Report: Money Market Funds Attract $55.0 Billion, A Top 20 All-Time Weekly Total

Ares Capital

BlackRock Science & Technology

Crescent Capital BDC Inc

Calamos Dynamic Convertible & Income Fund

Calamos Global Total Return Fund

Eaton Vance Enhanced Equity Income Fund II

Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Eaton Vance Tax-Advantaged Dividend Income Fund

Guggenheim Strategic Opportunities Fund

John Hancock Tax-Advantaged Dividend Income Fund

JPMorgan Nasdaq Equity Premium Income ETF

Owl Rock Capital Corp

PIMCO Corporate & Income Strategy Fund

PIMCO Dynamic Income Fund

John Hancock Premium Dividend Fund

PIMCO Corporate & Income Opportunity Fund

Global X NASDAQ 100 Covered Call ETF

Cohen & Steers Quality Income Realty Fund

Royce Value Trust

Global X Russell 2000 Covered Call ETF

Special Opportunities Fund Inc

Credit Suisse X-Links Crude Oil Shares Covered Call ETN

Cohen & Steers Infrastructure Fund Inc

Reaves Utility Income Fund

As in Led Zeppelin's famous song, for me, investments in high-dividend securities represent a kind of stairway to heaven. Indeed, their steady flow of money relieves psychological pressure during times of market uncertainty and helps me experience them with greater peace of mind.

My Income Portfolio: A Stairway To Heaven

Intel

PIMCO Dynamic Income Opportunities Fund

Verizon

The Dividend Harvesting Portfolio is now generating $805.41 in annual dividends, yielding 7.79%. The Dividend Harvesting portfolio has a 74.04% record of finishing the week in the black since its inception, 77/104 weeks.

Dividend Harvesting Portfolio Week 104: $10,400 Allocated, $805.41 In Projected Dividends

Invesco High Yield Equity Dividend Achievers ETF

Income ETFs are in high demand right now thanks to rising interest rates. Both PEY and JEPI seek to appeal to income investors by offering high yields.

Better High Yield ETF Buy: JEPI Vs. PEY

Avantis U.S. Small Cap Value ETF

Dimensional US Core Equity 2 ETF

Dimensional International Value ETF

Fidelity Total Bond ETF

First Trust TCW Opportunistic Fixed Income ETF

First Trust Limited Duration Investment Grade Corporate ETF

JPMorgan Ultra-Short Income ETF

Putnam ESG Core Bond ETF

This trend is poised to continue this year.

Actively Managed ETFs Claim Outsized Portion of 2023 Inflows

Enbridge

Medical Properties Trust

National Retail Properties

New York Community Bancorp

Omega Healthcare Investors

Virtus InfraCap U.S. Preferred Stock ETF

The Dividend Harvesting Portfolio is now generating $807.27 in annual dividends, yielding 7.68%. The Dividend Harvesting portfolio has a 74.76% record of finishing the week in the black since its inception, 77/103 weeks.

Dividend Harvesting Portfolio Week 103: $10,300 Allocated, $807.27 In Projected Dividends

JEPI is a relatively new equity-focused exchange-traded fund. JEPI offers a way to own a diversified S&P 500-centric equity portfolio at a low cost.

JEPI: Beat Inflation With This 11% Yielding Monthly-Paying ETF

ARK Innovation ETF

Investors often chase performance and end up buying a popular ETF near the top. One year ago the renowned journalist Jason Zweig warned investors ARKK became too large for its own good. We all know what happened afterward.

JEPI Is Not The New ARKK

JEPI was one of the most beloved ETFs of 2022, thanks to its low volatility and sky-high monthly yield. But JEPI is a powerful tool that must be used correctly. Otherwise, you can lose a lot of money over time.

JEPI: This 12% Yielding ETF Is Perfect For 2 Kinds Of Investors

If you love income and hate volatility, JEPI is hard to ignore. But if you want to maximize long-term income and total returns, JEPI should be totally avoided.

JEPI: 2 Better Long-Term Big Yields

First Trust Financials AlphaDEX Fund

iShares iBoxx High Yield Corporate Bond ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

SPDR Portfolio Short Term Treasury ETF

iShares 10-20 Year Treasury Bond ETF

iShares Edge MSCI Min Vol USA ETF

During Refinitiv Lipper's fund flows week that ended February 13, 2023, investors were overall net purchasers of fund assets for the first week in three, adding a net of $5.6 billion. Exchange-traded equity funds recorded $783 million in weekly net inflows, marking the fourth straight week of inflows.

U.S. Weekly FundFlows Insight Report: Conventional Municipal Bond Funds Record Sixth Straight Weekly Inflow

The Dividend Harvesting Portfolio is now generating $796.32 in annual dividends, yielding 7.64%. The Dividend Harvesting portfolio has a 74.51% record of finishing the week in the black since its inception, 76/102 weeks.

Dividend Harvesting Portfolio Week 102: $10,200 Allocated, $796.32 In Projected Dividends

Vanguard High Dividend Yield ETF

Both VYM and JEPI seek to appeal to income investors. VYM offers income investors easy access to a well-diversified, low-cost portfolio.

Better Passive Income Buy: VYM Vs. JEPI

JPMorgan Active Value ETF

With more than $100 billion in U.S.-listed ETF assets, JPMorgan is one of the fastest-growing issuers, aided by advisor interest in actively managed ETFs.

Meet an Active ETF: JPMorgan Active Value

Barings BDC Inc

InfraCap Equity Income Fund ETF

The Dividend Harvesting Portfolio is now generating $784.43 in annual dividends, yielding 7.5%. The Dividend Harvesting portfolio has a 74.26% record of finishing the week in the black since its inception, 75/101 weeks.

Dividend Harvesting Portfolio Week 100 Update: $10,1k Allocated, $784.43 In Dividends

Scott Kaufman from High Dividend Opportunities joins the podcast. We dive into the team's outlooks for the year, and the infamous JEPI ETF.

Is The JEPI ETF Actually Worth It? With Scott Kaufman (High Dividend Opportunities)

There seems to be a lot of interest in Seeking Alpha for the ticker symbol JEPI. There were 5 JEPI articles written in January 2023 and dozens in 2022.

JEPI Is The Name, High Yield Is The Game

The market has quickly fallen in love with a double-digit yielding ETF, but we aren't falling for the siren's call. We specialize in identifying high-quality income sources and present the ETF we prefer instead.

Forget JEPI - Buy ICAP Today For Big Income

iShares MSCI ACWI ex U.S. ETF

Cambria Core Equity ETF

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

iShares MSCI Eurozone ETF

SPDR EURO STOXX 50 ETF

SPDR Gold Trust

SPDR Gold MiniShares Trust

KFA Mount Lucas Index Strategy ETF

Invesco Solar ETF

Just days since the SPDR S&P 500 ETF (SPY) celebrated its 30th birthday, investors may be looking around the booming world of ETFs to find the next billion-dollar idea or strategy. One way to scrutinize and identify the right ETF may be looking at advisor habits and the trends they're looking at this year.

Astronomy, or How to Identify ETF Rising Stars

Pacer US Cash Cows 100 ETF

The JPMorgan Equity Premium Income ETF (JEPI) surged in interest in 2022 as investors looked for a compelling ETF for generous income. JEPI broke the record for biggest annual inflows into an active ETF last year, topping the ARKK Innovation ETF (ARKK) ‘s 2020 record.

Balchunas, Kashner, Ullal, & Geraci on Use Case for JEPI in 2023

iShares 5-10 Year Investment Grade Corporate Bond ETF

iShares Russell 1000 Growth ETF

ProShares UltraPro Short QQQ

During the fund flows week ended Feb. 1, 2023, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the first week in six, removing a net of $10.7 billion. Exchange-traded equity funds recorded $4.6 billion in weekly net inflows, marking the second straight week of inflows. The macro-group posted a gain of 2.19% on the week.

U.S. Weekly FundFlows Insight Report: Funds Bear First Weekly Net Outflow Of 2023 Despite Strong Performance

News for JPMorgan Equity Premium Income ETF ETF (JEPI)