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

2023-03-23 09:00:00 ET Summary The Dividend Harvesting Portfolio is now generating $862.30 in annual dividends, yielding 8.51%. The Dividend Harvesting portfolio has a 70.09% record of finishing the week in the black since its inception, 75/107 weeks. In week 107, I added to J...

2023-03-20 06:52:56 ET Summary Just like JEPI and DIVO, ICAP uses a covered call strategy. Such a strategy results in a low beta profile. Strangely enough ICAP also uses leverage which results in a high beta profile. Unlike JEPI and DIVO, ICAP doesn’t outperform whe...

2023-03-17 12:30:00 ET Summary Brad Thomas, from iREIT on Alpha, joins us to discuss what the stress in the banking sector means for real estate. He shares his thoughts on the JEPI ETF or SCHD ETF for investors looking for dividend yield. Editor's Note: This ...

2023-03-16 09:00:00 ET Summary The Dividend Harvesting Portfolio is now generating $825 in annual dividends, yielding 8.09%. The Dividend Harvesting portfolio has a 70.75% record of finishing the week in the black since its inception, 75/106 weeks. In week 106, I added to VZ, ...

2023-03-16 08:00:00 ET Summary Rising interest rates are driving strong demand for high yield funds. Both JEPI and QYLD are benefiting from this trend thanks to their sky-high yields. We compare them side by side and share our view on which is the better buy at the moment. ...

2023-03-15 10:40:51 ET Summary For the second month in a row, mutual fund investors were net purchasers of fund assets, injecting $40.5 billion into conventional funds for February. Fixed income funds (+$24.4 billion) witnessed net inflows for the second consecutive month, while m...

2023-03-11 04:30:32 ET Summary ETFs started out as just another form of index-matching alternative to mutual funds. But today, there are now over 1000 actively managed ETFs. While actively managed ETFs and mutual funds have pretty consistently trailed passively managed ones in...

2023-03-07 13:32:53 ET Summary JEPI has become a very popular ETF for dividend investors recently. However, JEPI is not an innovative approach and investors need to be wary of investing in a more complex and actively managed fund. From our analysis, we conclude that JEPI is no...

2023-03-07 03:09:50 ET Summary I was able to increase my recurring deposit into my brokerage account from $150/week to $200/week. In February, I added to my Lowe's and Adobe positions. Despite market volatility, I felt very little stress this month because I was simply followi...

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...