Jp morgan equity premium income etf

Medalist rating as of Sep 26,

JEPI was launched in May so there is limited performance data available. The written call options should provide the fund with additional income but may mean that JEPI will miss out on the full gains from increases in the underlying portfolio. It is quite reasonably priced for what it offers. The adjacent table gives investors an individual Realtime Rating for JEPI on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. Compare Category Report. This section shows how this ETF has performed relative to its peers. Returns over 1 year are annualized.

Jp morgan equity premium income etf

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The fund packages its calls into an ELN instead of directly shorting the call options.

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JEPI was launched in May so there is limited performance data available. The written call options should provide the fund with additional income but may mean that JEPI will miss out on the full gains from increases in the underlying portfolio. It is quite reasonably priced for what it offers. The adjacent table gives investors an individual Realtime Rating for JEPI on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. Compare Category Report. This section shows how this ETF has performed relative to its peers. Returns over 1 year are annualized. ETF Database's Financial Advisor Reports are designed as an easy handout for clients to explain the key information on a fund. Includes new analyst insights and classification data. Information contained within the fact sheet is not guaranteed to be timely or accurate.

Jp morgan equity premium income etf

JEPG provides investors access to a defensive equity portfolio which aims to provide a solution for income-seeking investors, while reducing total equity risk. The portfolio managers invest in a defensive equity portfolio which employs a time-tested, bottom-up, fundamental research process with stock selection based on our proprietary risk-adjusted stock rankings. A disciplined options overlay implemented by writing out-of-the-money MSCI World Index call options that seeks to enhance distributable monthly income.

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FactSet Segment Average. Communication Services. Contact Us. View Summary Analysis. Water Stress. Top 5 sectors. Writing call options in down markets can benefit the fund in two ways. Low CDEI Investors in the highest tax brackets may prefer to pick a more tax-aware fund. JEPI Dividend.

Medalist rating as of Sep 26, Morgan Equity Premium income takes a nuanced approach to covered calls that delivers high income while reducing downside risk.

JEPI was launched in May so there is limited performance data available. Developed Asia. He utilizes quantitative forecasts and qualitative industry knowledge from J. Price USD Past performance is no guarantee of future results. Low RPHS 0. Morgan Equity Premium income takes a nuanced approach to covered calls that delivers high income while reducing downside risk. Process Pillar. Sector Equity. Lead portfolio manager and strategy architect Hamilton Reiner joined the firm in and has three decades of experience in derivatives markets. In general, covered-call funds have not been the best buy-and-hold investments for investors with a longer time horizon. Europe - ex Euro. Active Funds. Compare Category Report.