JPMorgan Equity Premium Income ETFJEPI
JEPI
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
108% more repeat investments, than reductions
Existing positions increased: 692 | Existing positions reduced: 332
50% more call options, than puts
Call options by funds: $29.2M | Put options by funds: $19.5M
47% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 70
12% more funds holding in top 10
Funds holding in top 10: 139 [Q4 2024] → 156 (+17) [Q1 2025]
0% more funds holding
Funds holding: 1,236 [Q4 2024] → 1,238 (+2) [Q1 2025]
0.01% more ownership
Funds ownership: 45.37% [Q4 2024] → 45.38% (+0.01%) [Q1 2025]
28% less capital invested
Capital invested by funds: $24.7B [Q4 2024] → $17.8B (-$6.85B) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for JEPI.
Financial journalist opinion
Based on 27 articles about JEPI published over the past 30 days
Positive
ETF Trends
1 hour ago
State Street Gives Sector Investors an Income Boost
The S&P 500 hit record highs multiple times in late July 2025. While investors seeking capital appreciation should be thrilled, those wanting income from their equity investments are likely a little disappointed.
Positive
Invezz
1 day ago
JEPI ETF stock nears make-or-break level ahead of major events
The JPMorgan Equity Premium Income ETF (JEPI) fund rose and is nearing at its all-time high. JEPI was trading at $57.2, a few points below the all-time high of $57.56, up by almost 20% from its lowest level in April this year.
Positive
24/7 Wall Street
3 days ago
Boomers Are Buying These 5 Monthly Pay High-Yielding ETFs Hand-Over-Fist
Many investors in 2025 need dependable passive income, and one outstanding way to achieve this is to invest in exchange-traded funds (ETFs).
Neutral
Seeking Alpha
4 days ago
What I Wish I Knew Before Investing In Dividend Stocks
Dividend investing has been extremely rewarding for me. However, I have learned several very expensive lessons along the way. I share four very important - yet seldom discussed - lessons in this article.
Positive
Seeking Alpha
4 days ago
3-Bucket System For $5,000 Monthly Income, For Early Retirees
The S&P 500 provides a meager 1.2% yield, besides a roller-coaster ride on a regular basis. It may be a reasonably good investment for younger investors when they are in their prime accumulation phase. If you are a retiree or someone who depends on a regular income stream from your investment portfolio, the last thing you want is to worry about when to sell shares to raise income. We will present a balanced and highly diversified 3-bucket portfolio that is likely to provide 5% to 6% income and market-beating growth with lower volatility and less drawdowns. It will also provide $5,000 on a monthly basis on a $1 million capital.
Neutral
GlobeNewsWire
5 days ago
JPMorgan Announces Cash Distributions for the JPMorgan ETFs
TORONTO, July 25, 2025 (GLOBE NEWSWIRE) -- J. P. Morgan Asset Management (JPMAM)* today announced the final July 2025 cash distributions for the below listed JPMorgan ETFs. The JPMorgan ETFs trade on the Toronto Stock Exchange (TSX). Unitholders of record on August 1, 2025 will receive cash distributions payable on August 8, 2025. Details of the “per unit” distributions are as follows:
Positive
24/7 Wall Street
1 week ago
5 Safe High-Yield Monthly-Pay ETFs Retirees Love for Huge Passive Income
Many investors in 2025 need dependable passive income, and one outstanding way to achieve this is to invest in exchange-traded funds (ETFs).
Positive
Seeking Alpha
1 week ago
JEPI: I'm Downgrading My Investment Thesis As There Are More Attractive Income Funds
JEPI remains a solid income-focused ETF, but recent performance lags behind newer, innovative competitors in both yield and capital appreciation. I am downgrading my rating on JEPI from very bullish to neutral due to its underperformance versus alternatives like SPYI, QQQI, and QDVO. While I still hold JEPI for its income, I am not adding to my position until it demonstrates improved returns relative to peers.
Positive
Seeking Alpha
1 week ago
JEPI: Monthly Income With Structural Discipline And Defensive Profile
JEPI offers high monthly income and lower volatility, making it ideal for investors seeking stability and predictable cash flow over aggressive growth. The ETF combines actively selected large-cap US equities with systematic covered call strategies, resulting in a defensive, income-focused portfolio. While JEPI lags the S&P 500 in bull markets, its structure cushions downside risk and maintains stable yields, appealing to income-oriented investors.
Neutral
Seeking Alpha
1 week ago
JEPI And SPY: Tactical Shift At All-Time Highs
SPY is at record highs with stretched valuations and heavy tech concentration, signaling elevated risk and potential for a market correction. A simple risk management strategy is to rotate to JEPI, a covered call ETF offering income and a more balanced sector exposure. JEPI has historically outperformed SPY during drawdowns, smoothing volatility and providing an 8.3% dividend yield, making it a strong defensive play.
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