JEPI - JEPI: Monthly Income With Capital Appreciation Prospects

• The JPMorgan Equity Premium Income ETF (JEPI) attempts to combine the best of three worlds for income investors - high dividend on a monthly basis, low volatility, and capital appreciation.
• The goal is very appealing to income investors, especially with the currently elevated overall market valuation and looming spike in inflation.
• This article takes a closer look at it in terms of dividend, dividend growth, and volatility under the context of the overall market.
• With the limited historical data available, the results suggest the fund has been delivering handsome total return, high income, but not low volatility.

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