Investor Insights

This summary was created by AI, based on 1 opinions in the last 12 months.

Experts are in consensus that JPMorgan Equity Premium Income ETF (JEPI-Q) is a good option for income generation, offering a yield of about 7.5%. However, it is noted that the returns from the underlying markets, such as the S&P 500, have historically been better. The ETF employs an options overlay strategy, selling out of the money call options to generate income, but this may trade off upside from the underlying securities. Overall, it is suggested for investors in need of income.

Consensus
Mixed
Valuation
Fair Value
Similar
SPY-Q, S&P 500
WEAK BUY
For income and long-term growth?

Gives investors exposure to US equity markets, but alongside income generation through an options overlay strategy where they sell call options out of the money call options. Yield is about 7.5%, fantastic. MER is 35 bps. 

However, if you look at the returns, you'll see better returns from the underlying markets such as the S&P 500. Great to use if you need the income. But historically, covered call trades off upside from the underlying securities.

E.T.F.'s
BUY

She picked it to start the year, but it hasn't performed well in the first six months. But she will stick with it. She downsized her JEPI holding. In 2023, it was -3.5% but outpaced the S&P's -18%. YTD, it's up 5%, though lags the S&P. JEPI limits each sector weighting to 17.5%, which means half the exposure to tech compared to the S&P. If the market keeps rising with the yield from selling calls, you'll like end up 8-10%.

E.T.F.'s
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

Risks of owning a covered call ETF like JEPI is the limitation of participating in an up rally. 
For an attractive dividend, an investor gives up potential ome upside benefits and some total return over the long run. 
Covered call ETFs tend to do best in a sideways market. 
Otherwise, we think JEPI is a solid covered-call ETF considering the attractive yield and underlying holdings. 
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E.T.F.'s
HOLD
Not suitable for a US dollar account (taxable account). Better for Canadian TFSA account (tax free). Is a good investment for US investors.
E.T.F.'s
COMMENT

Premium income but there are stocks like Amazon in it. Not one that he uses on a regular basis. Needs to look into it more before giving a recommendation.

E.T.F.'s
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JPMorgan Equity Premium Income ETF(JEPI-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for JPMorgan Equity Premium Income ETF is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

JPMorgan Equity Premium Income ETF(JEPI-Q) Frequently Asked Questions

What is JPMorgan Equity Premium Income ETF stock symbol?

JPMorgan Equity Premium Income ETF is a OTC stock, trading under the symbol JEPI-Q on the (). It is usually referred to as or JEPI-Q

Is JPMorgan Equity Premium Income ETF a buy or a sell?

In the last year, 1 stock analyst published opinions about JEPI-Q. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for JPMorgan Equity Premium Income ETF.

Is JPMorgan Equity Premium Income ETF a good investment or a top pick?

JPMorgan Equity Premium Income ETF was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for JPMorgan Equity Premium Income ETF.

Why is JPMorgan Equity Premium Income ETF stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is JPMorgan Equity Premium Income ETF worth watching?

1 stock analyst on Stockchase covered JPMorgan Equity Premium Income ETF In the last year. It is a trending stock that is worth watching.

What is JPMorgan Equity Premium Income ETF stock price?

On , JPMorgan Equity Premium Income ETF (JEPI-Q) stock closed at a price of $.