JEPQ
JPMorgan Nasdaq Equity Premium Income ETF·Financial Services
60.21
0.166%(+0.10)
Market ClosedLast Updated: — ET
52W L: $51.8252W H: $60.32
JPMorgan Nasdaq Equity Premium Income ETF·Financial Services
Market Peers
A 65-year-old single retiree with $300,000 split evenly between two JPMorgan covered-call ETFs can pull roughly $24,000 in annual distributions without filing a single K-1.
At the 24% federal bracket, a portfolio throwing off $42,000 in dividend income hands roughly $10,080 to the IRS every year.
Tony Dong is the founder of ETF Portfolio Blueprint.
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Retirees chasing the JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ: JEPQ) for its near 9.5% distribution yield are buying something more layered than they think. The fund pairs a Nasdaq-100 stock basket with equity-linked notes (ELNs), which are unsecured debt obligations issued by the banks. That distinction matters because the yield does not come purely from... JEPQ's 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost