JEPI News and Press, JPMorgan Equity Premium Income From 01/01/23

Summary Financial markets are set to close a difficult year amid the war in Ukraine, pandemic aftershocks, and inflation-eroding purchasing power. As always, the first rule for every investor is to try to survive and avoid making mistakes that could prove fatal. As for me, I hope I ...

Summary JEPI's forward yield is 13.38%, and its trailing yield is 10.57% - it pays monthly. We compare JEPI to other S&P-based high yield ETFs and CEFs. Performance/Total Return, Dividend Yields, Price Discounts, and Expenses are covered in this article. Looking for a ...

Summary JPMorgan Equity Premium Income ETF has been benefiting from increased volatility as option premiums rose. JEPI is overweight defensive sectors, which should be more resilient to a recession. The Fund has beaten its benchmark since inception, while achieving lower volatility....

Summary JPMorgan Equity Premium Income ETF is a high-yielding ETF with low volatility. That makes JEPI attractive for income investors looking for a stable pick. There's a downside to JEPI's strategy, however. Article Thesis JPMorgan Equity Premium Income ETF ( JEPI ) ...

Summary The Dividend Harvesting Portfolio is now generating $721.66 in annual dividends, yielding 7.88%. The Dividend Harvesting portfolio has a 74.74% record of finishing the week in the black since its inception, 71/95 weeks. In week 95, I added to my positions in ENB, KMI, PDO, M...

Summary The JPMorgan Equity Premium Income ETF (JEPI) uses derivatives such as options to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. The S&P 500 Covered Call & Growth ETF (XYLG) invests in growth and value s...

Summary The Dividend Harvesting Portfolio is now generating $654.02 in annual dividends yielding 7.74%. The Dividend Harvesting portfolio has a 79.55% record of finishing the week in the black since its inception, 70/87 weeks. In week 88, I added to my positions in JEPI, INTC,...

Summary The Dividend Harvesting Portfolio is now generating $641.83 in annual dividends yielding 7.67%. The Dividend Harvesting portfolio has an 80.46% record of finishing the week in the black since its inception, 70/87 weeks. In week 87, I added to my positions in ENB, KMI, ...

Summary The Metaurus US Equity Cumulative Dividends Fund-Series 2027 ETF is a unique exchange-traded fund designed to capture the S&P dividends without the equity risk related to owning those stocks. This article updates my previous reviews, but readers are encouraged to read ...

Summary Ten months of this troubling 2022 have passed, and my overall portfolio is beginning to take its final shape. Some positions have long since been completed, while for others, I am taking small acquisition steps each time the market turns downward. In spite of everythin...