Jepi fact sheet.

Sponsor Center. JEPI Portfolio - Learn more about the JPMorgan Equity Premium Income ETF investment portfolio including asset allocation, stock style, stock holdings and more.

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Direxion, which manages $39.7 billion in 83 ETFs, has filed to launch a pair of funds that aim to beat the performances of JPMorgan & Co's popular JEPI and JEPQ, and possibly test the limits of ...JPMorgan Equity Premium Income ETF. (JEPI) Covered-call funds have recently come back into the spotlight. Investors poured over $26 billion into the now-$65-billion derivative income Morningstar ...Frequency: Monthly. Dividend History (adjusted for splits) Ex-Dividend Date. Payout Date. Cash Amount. % Change. 2024-05-31. 2024-06-06. $0.32609.Like HDIV, HYLD utilizes an ETF of ETFs wrapper approach, but differs in that it actually holds some U.S. listed ETFs. As of August 31, the list includes: JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ: JEPQ ) (JEPQ): 19.7%. JPMorgan Equity Premium Income ETF (NYSE: JEPI) (JEPI): 19.2%. Horizons NASDAQ-100 Covered Call ETF (TSX: QQCC ): 17.7%.

JEPI is a covered-call fund that sells call options on the S&P 500 index to generate high income and reduce downside risk. It has a low beta, a defensive equity portfolio, and a Bronze rating from Morningstar.Learn about the JPMorgan Equity Premium Income ETF fund's parent, including current aggregate fund flows, total net assets, analyst rating breakdown, and primary market.

Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation. The Fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the Fund’s primary benchmark, the Standard & Poor’s 500 Total Return Index (S&P 500 Index) and (2) through equity-linked ...It’s a strategy that performed well in 2022—losing only 3.5% versus an 18.1% loss for the S&P 500, and one that has outperformed since its inception in May 2020—39% versus 34.5% with lower ...NASDAQ. Compare to. Open 57.17. Prior Close 57.10 (05/10/24) 1 Day. JEPI -0.07% DJIA -0.21% S&P 500 -0.02% Nasdaq 0.29% Overview. Investment Information JEPI.93.79. +0.30%. HFXI IQ FTSE International Equity Currency Neutral ETF. 27.13. +0.30%. Discover historical prices for JEPI stock on Yahoo Finance. View daily, weekly or monthly format back to when ...

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Pros of JEPQ: JEPQ offers an attractive dividend yield. However, just like JEPI, JEPQ is structured to deliver a 5% to 8% dividend yield over time, and 6% to 10% annual returns. The fund does this by using covered calls, meaning it writes options against an underlying portfolio of stocks in the fund to generate extra income.

JPMorgan Equity Premium Income ETF has an asset-weighted Carbon Risk Score of 7.0, indicating that its companies have low exposure to carbon-related risks. These are risks associated with the ...Nov 1, 2023 · The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fundu001as primary benchmark, the Standard & Pooru001as 500 Total Return Index (S&P 500 Index) and ... Frequency: Monthly. Dividend History (adjusted for splits) Ex-Dividend Date. Payout Date. Cash Amount. % Change. 2024-05-31. 2024-06-06. $0.32609.JEPI Performance - Review the performance history of the JPMorgan Equity Premium Income ETF to see it's current status, yearly returns, and dividend history.Distribution History (JEPI) Date. Income distribution. Capital gains distribution. YTD. $0.95 ...

Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.Now for dividends. Unlike JEPI, which has a high yield distribution, primarily from options trading, SCHD has more of your typical ETF yield. SCHD currently yields a dividend of 3.6%, which is ...Fund story | March 31, 2024 Also available ETF: JEPI Delivered income in innovative ways The Equity Premium Income Fund provides diverse opportunities to earn income from both dividends and options premium. A unique feature of this Fund is the monthly payout of all income earned — so what you earn is what you keep.JEPI is an ETF that intends to provide a significant portion of the returns associated with the S&P 500 Index, but with less volatility and a monthly income distribution. JEPI is not a market ...JEPQ sports an even larger dividend yield than JEPI at 11.8%. The ETF is much smaller than JEPI, with about $4 billion in assets under management compared to $28 billion for JEPI. JEPQ is also ... Equity securities are subject to “stock market risk” meaning that stock prices in general (or in particular, the prices of the types of securities in which a portfolio invests) may decline over short or extended periods of time. When the value of a portfolio’s securities goes down, an investment in a fund decreases in value. Material Safety Data Sheets (MSDS) are an important part of any workplace safety program. They provide detailed information on the hazardous chemicals used in a workplace, as well ...

Find the latest JPMorgan Equity Premium Income ETF (JEPI) stock quote, history, news and other vital information to help you with your stock trading and investing.

A high-level overview of JPMorgan Equity Premium Income ETF (JEPI) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.$1,000. Fund assets. $47.31 bn. R2 Shares: OIEFX. R3 Shares: OIEPX. R4 Shares: OIEQX. Performance. Fund: Class A Shares. Benchmark: Russell 1000 Value Index. …JEPI's rockstar status among covered call ETF investors is largely attributable to luck. It launched at the start of a nearly 100% one-year market rally fueled by $9 trillion in government ...A high-level overview of JPMorgan Equity Premium Income ETF (JEPI) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.Sep 26, 2023 · JEPI is a covered-call fund that sells call options on the S&P 500 index to generate high income and reduce downside risk. It has a low beta, a defensive equity portfolio, and a Bronze rating from Morningstar. Summary. JEPI was the 8th most popular ETF of 2022, and its 12% yield, paid monthly, has created a firestorm of investor interest. Since inception, JEPI has …May 7, 2024 · Find the latest quotes for JPMorgan Equity Premium Income ETF (JEPI) as well as ETF details, charts and news at Nasdaq.com. Snapshot for the JPMORGAN EQUITY PREMIUM INCOME ETF ETF (JEPI), including recent quote, performance, objective, analyst …The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Standard & Poor’s 500 Total Return Index (S&P 500 Index) and (2 ...

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FA Report PDF. The JPMorgan Equity Premium Income ETF ( JEPI) is an actively managed fund that generates income by selling options on U.S. large cap stocks. The fund invests in S&P 500 stocks that exhibit low-volatility and value characteristics, and sells options on those stocks to generate additional income.

Fact Sheet | March 31, 2024. JPMorgan Nasdaq Equity Premium Income ETF. Ticker: JEPQ. Designed to provide current income while maintaining prospects for capital …FA Report PDF. The JPMorgan Equity Premium Income ETF ( JEPI) is an actively managed fund that generates income by selling options on U.S. large cap …JEPI Signals & Forecast. The JPMorgan Equity Premium Income ETF holds buy signals from both short and long-term Moving Averages giving a positive forecast for the stock, but the ETF has a general sell signal from the relation between the two signals where the long-term average is above the short-term average. On corrections down, there will …A double fact in math is a doubled value that is easy to remember, such as the equation “8 + 8 = 16.” Any doubled number is a double fact, but double facts are most commonly used w...JEPG etf: The JEPI UCITS equivalent available to Europeans. As you can see, the launch of the JEPG etf provides European investors with direct access to a similar strategy as JEPI. The main difference is that JEPG is investing in stocks around the globe, while JEPI is focused on US stocks. That also explains the difference in its call-writing ...Learn everything about JPMorgan Equity Premium Income ETF (JEPI). Free ratings, analyses, holdings, benchmarks, quotes, and news.JPMorgan Equity Premium Income ETF (JEPI) Compare. JPMorgan Equity Premium Income ETF 56.06 ‎+0.66% Approach. Generates income through a combination of selling options and investing in U.S. large cap stocks, seeking to deliver a monthly income stream from associated option premiums and stock dividends. Constructs a diversified, low volatility equity portfolio through a proprietary research process designed to identify over- and undervalued ... Summary. JEPI aims to pay distributions north of 7% while simultaneously reducing downside risk with a unique strategy that has caught the attention of many income-seeking investors. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation. The Fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the Fund’s primary benchmark, the Standard & Poor’s 500 Total Return Index (S&P 500 Index) and (2) through equity-linked ... JEPI's High Distribution The main thing that attracts investors to JEPI is the high distribution yield. During the past 12 months, JEPI investors have earned a distribution yield of 11.31%.

Up until the release of Adobe Photoshop CS4, you could make contact sheets directly in that program. When CS4 came out, the function was moved to Adobe Bridge CS4 so that it can be...The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or it from this site. Exchange Traded Funds: Call 1-844-4JPM-ETF or it from this site. SUMMARY PROSPECTUS - J.P. Morgan Asset Management JEPI's strong 7.6% dividend yield is the fund's most significant benefit, and its core investment thesis. JEPI is mostly an income fund, which investors buy for the income. The fund's other ...Instagram:https://instagram. dnd note Like HDIV, HYLD utilizes an ETF of ETFs wrapper approach, but differs in that it actually holds some U.S. listed ETFs. As of August 31, the list includes: JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ: JEPQ ) (JEPQ): 19.7%. JPMorgan Equity Premium Income ETF (NYSE: JEPI) (JEPI): 19.2%. Horizons NASDAQ-100 Covered Call ETF (TSX: QQCC ): 17.7%.Find the latest JPMorgan Equity Premium Income ETF (JEPI) stock quote, history, news and other vital information to help you with your stock trading and investing. ibew local 220 Jul 17, 2023 · JEPI is an income ETF from J.P. Morgan. It's called the JPMorgan Equity Premium Income ETF. In a nutshell, JEPI is holding a basket of low-volatility stocks selected from the S&P 500 Index (the largest 500 U.S. companies), on which it sells covered call options via ELN's (Equity Linked Notes) to generate income. Over the past year, JEPI dividend per share has dropped by 23.2%. During the same period, SPY has increased by 5.9%, QQQ has risen by 21.4%, XLK (Technology sector) has grown by 7.5%, XLF (Financial Services sector) has dropped by 0.1%, XLV (Healthcare sector) has risen by 6.9%, XLE (Energy sector) has gone down by 7.7%, XLU (Utilities sector ... united intranet sign A variety of factors go into calculating the price of a polycarbonate sheet, such as thickness and the size of the sheet, but the per-pound rate is the easiest way to come up with ...Case in point, JEPI currently sports a 30-day SEC yield of 8.48% and a 12-month rolling dividend yield of 11.04%, while JEPQ clocks in at 10.75% and 12.86% respectively. JEPQ vs JEPI: The Verdict lake livingston state park state park road 65 livingston tx At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life.JEPI is an actively-managed fund that combines a portfolio of primarily large-cap stocks designed to have lower volatility than the S&P 500 and a covered call strategy that generates high income ... dhh horse A high-level overview of JPMorgan Equity Premium Income ETF (JEPI) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.The JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) has had a remarkable rise, becoming the largest actively-managed ETF with over $30 billion in assets under management (AUM) just three years ... scandinavian barn Plastic sheets are versatile materials that find applications in various industries and projects. Among the different types of plastic sheets available in the market, 4×8 plastic s...Organizing events, meetings, and other activities can be a daunting task. But with the help of a free printable sign up sheet template, you can easily keep track of who’s attending... co 15 denial code The current dividend yield for JEPI is -19.11% vs the TTM average. What is the difference between the current dividend yield and 3 year average for JPMorgan Equity Premium Income ETF (JEPI) ? The current dividend yield for JEPI is …Holdings in JEPI have an aggregate rating of Moderate Buy based on 843 analyst ratings issued in the past year covering 42 companies (53.3% of the portfolio). Holdings in JEPI have an aggregate price target of $59.85 and a range of $46.20 to $70.31 covering 42 companies (53.3% of the portfolio).JPMorgan Equity Premium Income ETF. (JEPI) Covered-call funds have recently come back into the spotlight. Investors poured over $26 billion into the now-$65-billion derivative income Morningstar ... spain restaurant franklin street newark nj Pre-Market Trades. Investors may trade in the Pre-Market (4:00-9:30 a.m. ET) and the After Hours Market (4:00-8:00 p.m. ET). Participation from Market Makers and ECNs is strictly voluntary and as ...JPMorgan Equity Premium Income ETF has an asset-weighted Carbon Risk Score of 7.0, indicating that its companies have low exposure to carbon-related risks. These are risks associated with the ... quadrilateral proofs Frequency: Monthly. Dividend History (adjusted for splits) Ex-Dividend Date. Payout Date. Cash Amount. % Change. 2024-05-31. 2024-06-06. $0.32609. dylan metoyer JEPI is an ETF that intends to provide a significant portion of the returns associated with the S&P 500 Index, but with less volatility and a monthly income distribution. JEPI is not a market ...Find the latest quotes for JPMorgan Equity Premium Income ETF (JEPI) as well as ETF details, charts and news at Nasdaq.com. office depot tyler texas JEPI ETF offers a strong 7.6% dividend yield, with reduced upside potential. In my opinion, the fund is a compelling investment opportunity, especially so for income investors or retirees.Approach. Generates income through a combination of selling options and investing in U.S. large cap stocks, seeking to deliver a monthly income stream from associated option premiums and stock dividends. Constructs a diversified, low volatility equity portfolio through a proprietary research process designed to identify over- and undervalued ...JEPI curates its portfolio by selecting stocks from the S&P 500 Index using a process to identify value stocks with favorable risk/return characteristics along with ESG considerations. After selecting and ranking the securities, the final portfolio looks to hold those securities with lower volatility relative to the benchmark index.