JEPI - JPMorgan Equity Premium Income ETF: Income Without Taking On Interest-Rate Risk

• JEPI provides investors with over a 7% monthly income stream without owning assets that will decline in value once interest rates start to climb.
• JEPI maintains equity exposure also by investing in stocks contained in the S&P 500 index while using ELNs to generate most of the income.
• I will explore JEPI in-depth in terms of holdings strategy and how the ETF has performed relative to other ETFs in terms of CAGR, risk, and down market protection.
• JEPI gets a Bullish rating for its ability to generate income versus other fixed income fund choices but a Bearish one for pure appreciation investors.

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