JPMorgan Equity Premium Income ETFJEPI
JEPI
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
312% more first-time investments, than exits
New positions opened: 202 | Existing positions closed: 49
129% more repeat investments, than reductions
Existing positions increased: 649 | Existing positions reduced: 284
51% more capital invested
Capital invested by funds: $16.3B [Q3] → $24.6B (+$8.37B) [Q4]
12% more funds holding
Funds holding: 1,095 [Q3] → 1,225 (+130) [Q4]
10% more funds holding in top 10
Funds holding in top 10: 124 [Q3] → 136 (+12) [Q4]
1.32% more ownership
Funds ownership: 45.52% [Q3] → 46.84% (+1.32%) [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 23 articles about JEPI published over the past 30 days
Positive
24/7 Wall Street
2 days ago
5 Monthly Dividend Stocks I'm Buying Now
Not only do monthly yielding stocks help smooth out the chaos impacting your holdings, but they also offer reliable monthly payouts.
Positive
Seeking Alpha
2 days ago
These Assets Helped Me Achieve $3000 In Monthly Dividend Income
I transitioned from traditional S&P 500 index funds to high-yield dividend assets to build a more secure income stream. I eventually crossed an average above $3K per month. Business Development Companies like Ares Capital and Blackstone Secured Lending offer high dividend yields, making them attractive for income-focused portfolios. Option ETFs, such as JPMorgan Equity Premium Income ETF, provide substantial income but may underperform traditional indexes in total return.
Negative
Seeking Alpha
3 days ago
What I Wish I Knew Before Investing In High-Yield Stocks
Why some 'safe' 10%+ yields can quietly destroy your portfolio. The hidden dangers lurking inside high-dividend covered call ETFs. How to build an unstoppable dividend machine, while avoiding costly traps.
Positive
Seeking Alpha
1 week ago
Invest In 6 Funds For A Potential $5,000 Monthly Income
The market is highly volatile, but it also offers opportunities. Building a fund-based portfolio with ETFs offers diversification and low maintenance. With the right funds, we can achieve high income, growth, capital conservation, and reduced volatility. The proposed portfolio of just 6 funds targets a 6% yield, providing $5,000 monthly income on a $1 million investment.
Positive
ETF Trends
1 week ago
JPMorgan's Maier Sees Paradigm Shift to Active Management in ETFs
JPMorgan Chief ETF Strategist Jon Maier spoke with VettaFi at the Exchange conference last month in Las Vegas. He offered his thoughts on the rise of actively managed ETFs and what investors should be concerned with.
Negative
Seeking Alpha
1 week ago
Why Most Dividend Retirement Strategies Fail: How To Retire With Dividends
Most high-yield strategies are ticking time bombs. Don't get wiped out when the next downturn hits. Discover the only portfolio blend that can deliver sustainable and rising dividends through inflation, recessions, and even currency collapse.
Neutral
24/7 Wall Street
2 weeks ago
When Everyone's Selling, This ETF Is My Million-Dollar Lifeline
24/7 Wall St.
Neutral
Seeking Alpha
2 weeks ago
KNG Potentially Safer Than JEPI
I have been a strong advocate for the JPMorgan Equity Premium Income ETF, emphasizing its potential benefits for retail investors. Another ETF that promises a similar strategy and has delivered great results is now vying for JEPI's spot in my portfolio. The FT Vest S&P 500 Dividend Aristocrats Target Income ETF appears as a potentially safer alternative, with tax efficiencies, conservative holdings, and a different options strategy.
Positive
Seeking Alpha
2 weeks ago
JEPI: A Top 8%-Yielding Covered Call ETF
The JPMorgan Equity Premium Income ETF offers an 8% yield by combining stocks with a call writing strategy for income generation. JEPI's portfolio includes leading U.S. companies like Visa, Mastercard, McDonald's, Microsoft, and Amazon, providing defensive equity exposure. The JPMorgan Equity Premium Income ETF has a well-diversified equity portfolio and the ETF's yield has recently spiked above its longer term average yield, indicating undervaluation.
Positive
Seeking Alpha
2 weeks ago
JEPI: Great Time To Buy For Portfolio Yield-Enhancement And Diversification
So far this year, JEPI has proved that the embedded downside protection (relative to the S&P 500) is real. Even though the ETF is down ~4.4% on a YTD and total return basis, the underlying investment case has become much more enticing than where it was several weeks ago. In this article, I elaborate on the key drivers that render JEPI an attractive choice for income investors to both enhance and diversify their portfolio yield.
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