JEPI News and Press, JPMorgan Equity Premium Income From 06/29/22

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...

We had suggested a long JEPI, short NUSI trade idea in December. That has played out to perfection. We are updating the trade and giving readers our outlook on the two for the next few months. For further details see: JEPI Vs. NUSI: And The Winner By A Knockout

Passive ETFs are seeing massive outflows of capital. Meanwhile, active ETFs have now seen net inflows for 25 straight months. We look at what is driving this trend and the ramifications for investors in the current environment. For further details see: Why Investors Are ...

Investing is simple: you just need to find quality titles, buy those titles at the lowest possible price, and keep them for the long term. Easy to say but not to do, at least for me, because I rank these steps in increasing order of difficulty. In this article I will describe, fro...

I've redesigned my monthly dividend ETF report to allow readers to download dozens of metrics for nearly 100 funds. You can quickly sort by key features like fees, AUM, dividend yield, dividend growth, volatility, turnover, returns, and risk-adjusted returns to find the best ETF for y...

Arthur J. Gallagher & Co. still shows robust financial performance. Its fundamentals remain sound without any hint of overspending on acquisition. The recent trend of the stock price appears to be geared downwards. The company has adequate earnings to sustain dividend paym...

JEPI's trailing yield is 8.40% - it pays monthly. We compare JEPI to other S&P-based high yield ETF's and CEF's. Performance, Dividend Yields, Price Discounts, and Expenses are also covered in this article. For further details see: JEPI: 8% Yield, Monthly Payer, And ...

JEPI, or the JPMorgan Equity Premium Income ETF, might sacrifice some return for enhanced income by investing in Equity-Linked-Notes. That hasn't stopped JEPI outperforming SPY in 2022! SPY, or the SPDR S&P 500 Trust ETF, is the largest ETF with close to $400b in assets. It is a c...

The JPMorgan Equity Premium Income ETF offers investors exposure to U.S. large cap stocks but with a significantly higher dividend yield, which currently sits at almost 11%. This high yield is achieved primarily through investments in equity-linked notes which generate income from cal...

My financial assets are divided into three distinct income portfolios, which I named with the Florentine sobriquets of Cupolone, Giotto and Masaccio. The first two, Cupolone and Giotto, contain securities paying monthly distributions and are focused on CEFs, ETFs, and ETNs. Masacc...