JEPI News and Press, JPMorgan Equity Premium Income From 09/22/22

Summary After 81 weeks and $8,100 allocated, the Dividend Harvesting portfolio is generating $589.69 in annual dividend income. The Dividend Harvesting portfolio has an 86.42% record of finishing the week in the black since its inception, 70/81 weeks. In week 81, I sold my pos...

Summary August was a month of significant changes in the structure of my overall portfolio, which now contains 22 securities. Thanks to the gain from the last securities that I purchased in the spring, I was able to close all previous positions that had been showing a continuous l...

Summary Investors were overall net redeemers of fund assets for the first week in three, removing a net $30.2 billion for the week ended Wednesday, August 31. A strong commitment by the Federal Reserve Board to fight inflation and low end-of-summer trading volumes led to some very...

The Global X NASDAQ 100 Covered Call ETF (QYLD) and JPMorgan Equity Premium Income ETF (JEPI) both use a covered-call strategy to generate attractive dividends. The strategy has generated reliable dividends far exceeding inflation in the past. This article examines their differenc...

JEPI's forward yield is 10.51%, and its trailing yield is 9.40% - it pays monthly. We compare JEPI to other S&P-based high yield ETFs and CEFs. Performance, Dividend Yields, Price Discounts, and Expenses are also covered in this article. If you're looking for a way t...

XYLD and JEPI are both high-yield covered call ETFs. Both funds offer investors strong yields, and have outperformed YTD. A comparison of these two funds follows. The Global X S&P 500 Covered Call ETF ( XYLD ) and the JPMorgan Equity Premium Income ETF ( JEPI ...

The JPMorgan Equity Premium Fund has offered investors solid income, but the exchange-traded fund has also consistently underperformed the broader indexes and other income focused covered call funds. This ETF should outperform in the current market for a number of reasons, but long-te...

JEPI has established a strong track record of paying monthly dividends and now has a forward yield of 9.33%. When compared to the major indexes, JEPI has declined less on a YTD and 1-year metric, indicating that its income strategy doesn't take on an elevated level of risk. If you...

The revised long-term outlook projects an annualized return of 4.9%. The current risk premium forecast for GMI suggests that multi-asset-class strategies overall will generate lower returns relative to results posted in recent years. Combining forecasts via several models may prov...

The JPMorgan Equity Premium Income ETF has outperformed the SPDR S&P 500 Trust ETF by 10% in relative terms YTD. The outperformance was driven largely by the rotation from growth to value stock and aided by the use of option overlays. Looking forward, I see the rotation to val...