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home / news releases / JEPI - JEPI Does Its Job: A Deep Dive Into This High-Yielding S&P 500 Fund


JEPI - JEPI Does Its Job: A Deep Dive Into This High-Yielding S&P 500 Fund

  • 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.
  • While some investors may be disappointed in the limited amount of downside protection I'm forecasting for during recessions, it's likely to be a fair trade-off for many.
  • I'll be backtesting the fund through to the Great Financial Crisis and will give non-income-dependent investors the chance to build their very own JEPI, just without the yield.
  • I'll also look at the types of equity-linked notes JEPI has been purchasing, which explains how the fund is able to boost yield by over 6% with just a 15% allocation to these notes.

For further details see:

JEPI Does Its Job: A Deep Dive Into This High-Yielding S&P 500 Fund
Stock Information

Company Name: JPMorgan Equity Premium Income
Stock Symbol: JEPI
Market: NYSE

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