Jepi fact sheet
The US-based JEPI ETF has amassed over $30 billion in assets under management since its inception in 2020, and there are several reasons for its widespread appeal. Most importantly, I see the following 3 reasons: Consistent Income Stream: JEPI targets a distribution yield of 7-9% annually, paid monthly. This makes it an attractive …Learn about the JPMorgan Equity Premium Income ETF fund's parent, including current aggregate fund flows, total net assets, analyst rating breakdown, and primary market.
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Over the past year, JEPI dividend per share has dropped by 23.2%. During the same period, SPY has increased by 5.9%, QQQ has risen by 21.4%, XLK (Technology sector) has grown by 7.5%, XLF (Financial Services sector) has dropped by 0.1%, XLV (Healthcare sector) has risen by 6.9%, XLE (Energy sector) has gone down by 7.7%, XLU (Utilities sector ... JEPI's rockstar status among covered call ETF investors is largely attributable to luck. It launched at the start of a nearly 100% one-year market rally fueled by $9 trillion in government ...Frequency: Monthly. Dividend History (adjusted for splits) Ex-Dividend Date. Payout Date. Cash Amount. % Change. 2024-05-31. 2024-06-06. $0.32609.
JEPI is the JPMorgan Premium Equity ETF. The makeup of JEPI is much different from your average dividend ETF. JEPI pays a VERY high yield of 11.5% and they have an expense ratio of 0.35% which is ...May 1, 2024 · JEPI Dividend Information. JEPI has a dividend yield of 7.30% and paid $4.17 per share in the past year. The dividend is paid every month and the last ex-dividend date was May 1, 2024. Dividend Yield. Performance charts for Jpmorgan Equity Premium Income Active Etf Managed Fund (JEPI - Type ETF) including intraday, historical and comparison charts, technical analysis and trend lines.Based on 120 Wall Street analysts offering 12 month price targets to JEPI holdings in the last 3 months. The average price target is $62.14 with a high forecast of $68.96 and a low forecast of $53.59. The average price target represents a 9.38% change from the last price of $56.81. Highest Price Target $68.96. Average Price Target $62.14.A conservative equity ETF seeking income as the outcome, balanced with an attractive total return. JEPI is a highly liquid ETF offering daily transparency and tax efficiency at a low cost. The strategy combines equities with options to strike a balance among yield, capital growth and risk. JEPI seeks to deliver a significant portion of the ...
Equity securities are subject to “stock market risk” meaning that stock prices in general (or in particular, the prices of the types of securities in which a portfolio invests) may decline over short or extended periods of time. When the value of a portfolio’s securities goes down, an investment in a fund decreases in value.JEPI's equity-linked notes are very risky investments, but the fund only holds a 10%-20% position in these, significantly limiting exposure, risks, and potential losses.JPMorgan Equity Premium Income ETF has an asset-weighted Carbon Risk Score of 7.0, indicating that its companies have low exposure to carbon-related risks. These are risks associated with the ...…
Reader Q&A - also see RECOMMENDED ARTICLES & FAQs. Sep 26, 2023 · JEPI is a covered-call fund that sells call opt. Possible cause: Analyze the risk of the JPMorgan Equity Premium Income ET...
The current portfolio value is calculated to be $25.96 Bil, only including common equities, preferred equities, ETFs, options and warrants for equities. The turnover rate is 6%. JPMorgan Equity Premium Income ETF (JEPI)'s Total Assets is $31.54 Bil , Total Liabilities is $1.02 Bil , Net Assets is $30.53 Bil .A high-level overview of JPMorgan Equity Premium Income ETF (JEPI) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.The stock price for JPMorgan Equity Premium Income ETF ( ARCA: JEPI) is $ 57.01 last updated May 13, 2024 at 7:42 PM EDT. Q.
It’s a strategy that performed well in 2022—losing only 3.5% versus an 18.1% loss for the S&P 500, and one that has outperformed since its inception in May 2020—39% versus 34.5% with lower ...A high-level overview of JPMorgan Equity Premium Income ETF (JEPI) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.JEPI is an ETF that intends to provide a significant portion of the returns associated with the S&P 500 Index, but with less volatility and a monthly income distribution. JEPI is not a market ...
red lobster lunch menu specials Check out the side-by-side comparison table of JEPI vs. VTI. It compares fees, performance, dividend yield, holdings, technical indicators, and many other metrics that help make better ETF investing decisions. ... Fact Sheet Link Fact Sheet: Fact Sheet ESG Scores. ESG Scores represent how an ETF's constituents, in aggregate, manage ESG …When a company receives payment for goods or services prior to delivering the goods or performing the services, the income is unearned, and therefore, the company records the payme... walgreens north conwayst bernard farms photos Check our interactive JEPI chart to view the latest changes in value and identify key financial events to make the best decisions. h2co2 JEPIX is a fund that seeks to provide current income and capital appreciation through selling options and investing in U.S. large cap stocks. It has a low volatility, diversified … apartments for rent without depositrivet tool harbor freight1521 boyd pointe way Price. J.P. Morgan Equity Premium income takes a nuanced approach to covered calls that delivers high income while reducing downside risk. Morningstar Manager Research. Summary. parlor doughnuts springfield menu Snapshot. JPMorgan Equity Premium Income Active ETF (Managed Fund) (JEPI) seeks to deliver monthly distributable income and equity market exposure with lower volatility. The fund is designed to have daily liquidity and lower volatility and beta than the S&P 500 index by providing distributable income, the portfolio may forgo a portion of the ... big scarr lyricsthane of riften skyrimdte energy bill payment A high-level overview of JPMorgan Equity Premium Income ETF (JEPI) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.