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.

Amplify CWP Dividend & Option Income ETF

JPMorgan Nasdaq Equity Premium Income ETF

WisdomTree CBOE S&P 500 PutWrite Strategy Fund

Global X NASDAQ 100 Covered Call ETF

Global X Russell 2000 Covered Call ETF

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

In a quest for higher yields amid increased volatility in the stock market, investors are flocking to ETFs utilizing covered-call strategies, resulting in a notable uptick in fund inflows.

A Guide to Covered Call ETFs

Covered Call ETFs: A High-Yield Income Strategy for Investors

iShares Core S&P 500 ETF

iShares 20+ Year Treasury Bond ETF

Vanguard S&P 500 ETF

Vanguard Total Stock Market ETF

Overall, ETFs pulled in $329 billion in capital in the first nine months of 2023. With this, the ETF industry is on track to hit $438 billion in inflows this year if the trend continues.

5 ETFs That Pulled in Maximum Assets in the First Nine Months

Avantis International Small Cap Value ETF

Avantis Emerging Markets Equity ETF

Avantis US Equity ETF

Avantis U.S. Small Cap Value ETF

Vanguard Total Bond Market ETF

Capital Group Dividend Value ETF

Capital Group Growth ETF

Dimensional US Core Equity 2 ETF

Dimensional International Core Equity Market ETF

Dimensional Core Fixed Income ETF

Dimensional Emerging Markets Core Equity 2 ETF

Dimensional Emerging Markets Value ETF

Dimensional International Core Equity 2 ETF

Dimensional International Value ETF

Dimensional US Equity ETF

Dimensional US High Profitability ETF

iShares MSCI Emerging Markets ETF

Fidelity Total Bond ETF

First Trust TCW Opportunistic Fixed Income ETF

Janus Henderson AAA CLO ETF

Janus Henderson Mortgage-Backed Securities ETF

Putnam ESG Core Bond ETF

PGIM Ultra Short Bond ETF

And, plenty of ink has been spilled about how much money has gone into active ETFs in 2023, and from a pure top-line flows perspective, it's true. A significant chunk of the $289 billion that has entered U.S.-listed ETFs year to date went into active products — 22%, in fact.

2023's Overactive Active ETF Flows Are Mostly a Mirage

Innovator Equity Bond-Alternative ETF

BlackRock Advantage Large Cap Income ETF

JPMorgan Hedged Equity Laddered Overlay ETF

JPMorgan has a pair of actively managed, options-enhanced equity ETF strategies with a combined $35 billion in assets. Did it just launch what will be a third successful one?

JPMorgan Says HELO to Advisors Seeking Downside Protection

J.P. Morgan Asset Management today announced the launch of a new actively managed hedged equity ETF. The JPMorgan Hedged Equity Laddered Overlay ETF (NYSE Arca: HELO) invests in U.S. large-cap equities with a laddered options overlay.

Oh, HELO: J.P. Morgan Launches Hedged Equity Laddered Overlay ETF

Alerian MLP ETF

SPDR Bloomberg 1-3 Month T-Bill ETF

Innovator S&P 500 Buffer ETF - October

Global X Robotics & Artificial Intelligence ETF

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

iShares Robotics & Artificial Intelligence Multisector ETF

MUSQ Global Music Industry ETF

Flexshares US Quality Low Volatility Index Fund

iShares MSCI USA Quality Factor ETF

ROBO Global Robotics and Automation ETF

ALPS Sector Dividend Dogs ETF

iShares 1-3 Year Treasury Bond ETF

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco S&P 500 Low Volatility ETF

Neos S&P 500 High Income ETF

iShares Edge MSCI Min Vol USA ETF

VictoryShares Free Cash Flow ETF

Vanguard High Dividend Yield ETF

Consumer Staples Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

SPDR S&P Oil & Gas Exploration & Production ETF

Global X S&P 500 Covered Call ETF

Hello, VettaFi Voices! Whenever I read about the economy in 2023, the one word that comes up repeatedly in various forms is “uncertain.

VettaFi Voices On: Risk Management in an Uncertain Economy

JPMorgan Equity Premium Income ETF is a high-yielding ETF aiming to provide investors with capital appreciation and regular monthly dividend income. Despite its lack of price appreciation since my April update, its solid total return underscores the robustness of its overall strategy. The fund is defensively configured. Despite that, it has outperformed its peers on a risk-adjusted basis.

JEPI: High Yield And Superior Risk-Adjusted Returns - Still Need More?

Passive income is a great way to save for retirement. JEPI is popular among retirees due to its high yield, monthly payouts, and diversification that includes considerable tech exposure. However, we share three reasons why investors should avoid the fund.

Retirement Passive Income: 3 Reasons To Avoid 10% Yielding JEPI

Yieldmax Tsla Option Income Etf

JPMorgan Equity Premium Income ETF is the gold standard of covered call ETFs due to its unique options strategy and 8% to 10% long-term return guidance. Comparisons have been made between JEPI and challenger ETFs like DIVO and SPYI to determine if they can surpass JEPI's ultra-high-monthly yield and excellent returns. Retirees and income-focused investors can learn about safe-covered call investing through JEPI and compare it to the YieldMax TSLA Option Income ETF and its strategy.

JEPI And TSLY: What A 50% Yielding ETF Can Teach Income Investors

First Trust S-Network Streaming and Gaming ETF

Global X Autonomous & Electric Vehicles ETF

Defiance Pure Electric Vehicle ETF

Fidelity Blue Chip Growth ETF

Goldman Sachs Future Health Care Equity ETF

Franklin Income Focus ETF

T Rowe Price Blue Chip Growth ETF

Greetings, VettaFi Voices! Now seems like a good time to talk about wrappers and which ones are best for different situations.

VettaFi Voices On: Choosing Your Wrapper

High yield ETFs like JEPI and JEPQ are popular among passive income investors for their simplicity and attractive income streams. Moreover, JEPI and JEPQ offer considerable exposure to technology. We compare them side by side and offer our take on which is the better pick for passive income investors.

10%+ Monthly Yields: JEPI Or JEPQ?

The JPMorgan Nasdaq Equity Premium Income ETF is a relatively new member of the JPMorgan income fund family. Given the lack of data, many investors are likely uncertain about its current valuation and long-term return potential. This article compares it to the JPMorgan Equity Premium Income ETF. Given their similar strategy, such comparison provides a few key insights.

JEPQ: Lessons From JEPI

SPDR S&P 500 ETF Trust

The JP Morgan Equity Premium Income Fund (JEPI) is doing modestly well this year as the stocks rally gains steam. JEPI was trading at $55.57 on Wednesday, a few points below the year-to-date high of $55.85.

JEPI ETF is a good complement to SPDR S&P 500 fund (SPY)

Sure, 5% CDs are appealing. And some bond funds can yield even more than that.

How To Score An 11% Yield For Doing Absolutely Nothing

Schwab Fundamental Emerging Markets Large Co. Index ETF

Legg Mason International Low Volatility High Dividend ETF

Sure, there are U.S. Treasuries. Fears of more interest rate hikes have put the 10-year Treasury note yield above 4.3%, its highest level since the 2007 financial crisis.

3 Low-Cost Equity ETFs With High Dividends

Arbor Realty Trust

Ares Commercial Real Estate

Apollo Commercial Real Estate Finance

BrightSpire Capital

British American Tobacco

FS Credit Opportunities Corp

Kraft Heinz

Modiv

AG Mortgage Investment Trust

Altria

ETRACS Monthly Pay 1.5X Leveraged Mortgage REIT ETN

Realty Income Corp

Pfizer

Triplepoint Venture Growth BDC

V.F.

Prior to July 31, my readers mentioned 39 equities in their comments on my articles. Some bad news investments (Rogues) mixed with (mostly) Favorites. Thus, these are ReFa/Ro. Ten analyst-target-estimated TOP-NET-GAIN Re/Fa/Ro: MO, ACRE, PFE, O, KHC, MDV, VFC, BRSP, BTI, and MITT, averaged 48.7% net gains from reader data collected 8/18/23. Ten analyst-target-augured July top-price upside reader faves and rogues (ReFa/Ro) were: MDV, BIIB, KHC, PARA, VFC, DIS, BRSP, BTI and MITT boasting a 47.71% average target price upside estimate.

Readers Post 20 July Dividend Buys

JPMorgan Equity Premium Income ETF has grown to $28.45 billion in assets under management and has appreciated by 3.65% since September. JEPI generates income through monthly distributions and capital appreciation, with a portfolio designed to offer less downside volatility than the S&P 500. The fund allocates 80% of its assets to equities and 20% to exchange-linked notes, allowing for continuous income generation without sacrificing upside potential.

JEPI Is One Of My Favorite Income Funds For The Foreseeable Future

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

PIMCO Corporate & Income Strategy Fund

PIMCO Dynamic Income Fund

John Hancock Premium Dividend Fund

PIMCO Corporate & Income Opportunity Fund

Cohen & Steers Quality Income Realty Fund

Royce Value Trust

Special Opportunities Fund Inc

Credit Suisse X-Links Crude Oil Shares Covered Call ETN

Cohen & Steers Infrastructure Fund Inc

Reaves Utility Income Fund

XAI Octagon Floating Rate & Alternative Income Term Trust

Perfection is defined as being complete and correct in every way, and can be pursued in various fields, including art and investing. For years now, I have been employing all my strength in investing in CEFs and ETFs, plus some “flirtations” with ETNs and BDCs. My portfolio is certainly not perfect, but acceptably fulfills the task for which it was designed: namely, to provide me with a steady stream of dividends over time.

My 9% Income Portfolio - Nobody Is Perfect

JEPI offers a higher yield compared to the S&P 500 and other income-focused ETFs. I like JEPI's defensive asset allocation with lower volatility and higher earnings growth than the S&P 500. Selling volatility through options helps JEPI generate very attractive income, benefitting from market volatility.

JEPI: Equity Dividend Yield On Steroids

JPMorgan Equity Premium Income ETF (JEPI) is a popular choice for income investors, offering a high distribution yield of 10.2%. JEPI is an actively managed ETF with a low expense ratio of 0.35% and focuses on low beta stocks within the S&P 500. The fund generates its high distribution yield through the use of derivatives, such as options, but has limited upside potential.

JEPI: High Yield But Limited Upside

JPMorgan Equity Premium Income ETF is the most popular covered call ETF with $29 billion AUM. JEPI's unique approach of selecting low volatility stocks (defined by low Beta) works well in bear markets but underperforms in bull markets. When you combine the selection of low Beta stocks with writing covered calls against SPY, your underperformance will be multiplied by a factor of 2-3x.

JEPI: Here Is Why It's Underperforming In 2023 And May Continue To Do So

JPMorgan Equity Premium Income ETF generates alpha during market volatility and has outperformed the S&P 500 in August. JEPI has significant assets under management and a low expense ratio, making it an attractive option for investors. The fund's portfolio is diversified and has a lower standard deviation compared to the S&P 500, making it a potentially less volatile investment option.

JEPI: Go Overweight As Volatility Kicks Up

JEPI is one of the most popular income ETFs in the market. The fund has underperformed the S&P 500, and most of its close peers, YTD. An explanation as to why follows.

JEPI's Underperformance Explained

Option-based stock ETFs like JPMorgan Equity Premium Income ETF and Neos S&P 500(R) High Income ETF have been popular due to their ability to generate yield and protect against market volatility. JEPI uses a leveraged covered call strategy to generate income while retaining upside potential, with a portfolio focused on stable earnings. SPYI is a promising challenger to JEPI's throne, offering a higher yield and stable income but with higher expenses and limited history.

JEPI Vs. SPYI: One Is The Ultimate High-Yield Retirement Dream ETF

News for JPMorgan Equity Premium Income ETF ETF (JEPI)