JPMorgan Nasdaq Equity Premium Income ETF·Financial Services
The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
Financial Services
Asset Management - Income
2022-05-04
0.76
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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