A simple list ofcovered call ETFs for Income generation ... A simple list ofcovered call ETFs for Income generation ...
Key stats
About JPMorgan Equity Premium Income ETF
Home page
Inception date
May 20, 2020
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
JPMorgan Investment Management, Inc.
Distributor
JPMorgan Distribution Services, Inc.
JEPI curates its portfolio by selecting stocks from the S&P 500 Index using a process to identify value stocks with favorable risk/return characteristics along with ESG considerations. After selecting and ranking the securities, the final portfolio looks to hold those securities with lower volatility relative to the benchmark index. In addition, the funds adviser enters equity-linked notes to provide the returns of the S&P 500 Index with covered call options written. The objective is to provide the same return as the S&P 500 Index with lower volatility over a 3-5-year period combined with monthly income. Investors are subjected to counterparty risk in the use of equity-linked notes (ELNs). The fund may also underperform in a rapidly rising US equity market due to the call options written.
Classification
What's in the fund
Exposure type
Finance
Electronic Technology
Health Technology
Technology Services
Stock breakdown by region
JEPI Buy the Dips WeeklyBeen eyeing the sweet little ETF for a little bit now. However, I feel JEPI is in the middle of a correctional/consolidation phase. A buy closer to $50 an 8% discount from the current highs. And another at around $47, a 13% discount from the current high.
JEPI: Nice 10%+ Dividend Income With Bullish TechnicalsI've recently gotten into JEPI for some more general equities exposure. This stock also provides dividend income from covered calls and equity linked notes (ELN). As someone who frequently buys and holds an investment for a decent amount of time I'd like to also get some income for those times wh
go Long JEPI for alt Strat & monthly incomeThis is exactly the strategy to employ at market tops. You want broad market exposure along with some different alternative strategy funds in your portfolio to complement your trades.
This ETF has a very interesting strategy and it has just launched. I would not worry about the track record for th
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Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.