JEPI
JPMorgan Equity Premium Income ETF · Financial Services
JPMorgan Equity Premium Income ETF · Financial Services
The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
Financial Services
Asset Management - Income
2020-05-21
0.51

What's your plan for retirement? If you haven't given it much thought yet, it's worth starting with a simple question: where is your income going to come from?

Covered call ETFs offer attractive monthly yields, often exceeding 10%, appealing to income-focused investors. Most top covered call ETFs are heavily concentrated in large-cap growth, specifically S&P 500 and Nasdaq-100 exposures. This concentration introduces significant risk, as these ETFs exhibit strong performance correlations and similar downside profiles.

Apella Capital LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 347,881 shares of the company's stock after purchasing an additional 9,499 shares during the

The JPMorgan Equity Premium Income ETF (NYSE:JEPI) has become one of the most popular retirement income funds in the market, and the appeal is easy to understand.

Replacing a paycheck with dividends sounds straightforward until you run the actual numbers and learn a simple truth. The reality is that the formula here to make things work is actually pretty simple in that you divide your target income by the yield, and that is the capital you need. Of course, you have to... How Much Do You Really Need Invested to Replace an $80,000 Salary With Dividends?

It can be an appealing idea to replace your paycheck with passive income. While it sounds exciting on the surface, it is a slightly complicated task.
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