JEPI News and Press, JPMorgan Equity Premium Income From 03/06/23

2023-03-06 09:41:46 ET For the second week in three financial participants were overall net buyers of fund assets for the week that ended on March 2nd. In total the investment community injected $38.8B worth of capital and were led by money market funds. Money market funds attr...

Summary Money market funds (+$55.0 billion) were the only group to log inflows for the third week straight. The 10-two Treasury yield spread remained negative (-0.89), marking the lowest level since the 1980s. Exchange-traded equity funds recorded $7.6 billion in weekly net outflows...

Summary As in Led Zeppelin’s famous song, for me, investments in high-dividend securities represent a kind of stairway to heaven. Indeed, their steady flow of money relieves psychological pressure during times of market uncertainty and helps me experience them with greater peace ...

Summary The Dividend Harvesting Portfolio is now generating $805.41 in annual dividends, yielding 7.79%. The Dividend Harvesting portfolio has a 74.04% record of finishing the week in the black since its inception, 77/104 weeks. In week 104, I added to the following positions - JEPI...

Summary Income ETFs are in high demand right now thanks to rising interest rates. Both PEY and JEPI seek to appeal to income investors by offering high yields. We compare these opportunities side by side and share our view on which is the better buy at the moment. Income E...

Summary Risk assets have performed admirably since October 2022. Since October, the Bank of Japan has been intervening in financial markets to support the yen and JGBs. $545 billion of Fed balance sheet reduction has been compensated by reductions of the Treasury General Account. ...

Summary Since inception, ICAP has outperformed JEPI and SPY, and the outperformance is even more pronounced on a YTD basis. ICAP is still just a baby, with just under $46 million of assets under management. Sector selection is also an important component of the investment management...

Summary The Dividend Harvesting Portfolio is now generating $807.27 in annual dividends, yielding 7.68%. The Dividend Harvesting portfolio has a 74.76% record of finishing the week in the black since its inception, 77/103 weeks. In week 103, I added to the following positions, PFFA,...

Summary JEPI is a relatively new equity-focused exchange-traded fund. JEPI offers a way to own a diversified S&P 500-centric equity portfolio at a low cost. The ETF distributes its income monthly. Inflation remains a major concern for many passive income investors, and...

Summary Investors have had a long-term admiration of call writing strategies. But selling (writing) puts can have its own benefits. PUTW targets the less popular but still viable approach of selling at-the-money put options on the S&P 500. I rate PUTW ETF a Hold in this initial ...