Jp morgan equity premium income fund

Jun 20, 2023 · The investment seeks current income while maintaining prospects for capital appreciation. 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 Standard & Poor’s 500 Total Return Index (S&P 500 Index) and (2) through equity-linked notes (ELNs), selling call ...

The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation. 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 Standard & Poor’s 500 Total Return Index (S&P 500 Index) and (2) through equity-linked ...JPMorgan Equity Premium Income ETF (JEPI) Designed to provide current income while maintaining prospects for capital appreciation. ... The Commingled Pension Trust Funds of JPMorgan Chase Bank N.A. are collective trust funds established and maintained by JPMorgan Chase Bank, N.A. under a declaration of trust. ...Find the latest JPMorgan Equity Premium Income ETF (JEPI) stock quote, history, news and other vital information to help you with your stock trading and investing.

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Nov 27, 2023 · The fund seeks t o 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 Standard & Poor’s Total Return Index (S&P 500 Index) and (2) through equity-linked notes (ELNs), selling call options with exposure to the S&P 500. The JPMorgan Equity Premium Income ETF ( JEPI) is a good choice for passive income investors because it provides a low-cost, diversified stock portfolio with an 11.7% dividend yield. Cathy Wood's ...WebThe Fund aims to generate a yield, after fees, over a 3 year rolling period, in excess of the FTSE™ All-Share Index and to provide capital growth over the long-term (5-10 years). At least 80% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the UK.Web

Raffaele Zingone. Portfolio Manager. 33 years with J.P. Morgan. 33 years in the Industry. Raffaele Zingone, CFA, is head of the U.S. Structured Equity Group. An employee since 1991, Ralph is responsible for the management of a range of large cap structured equity portfolios. Prior to his role in structured equity, he was a research analyst ...WebJPMorgan Equity Premium Income ETF (JEPI) is the marketing name of the JPMorgan Equity Premium Income Active ETF (Managed Fund). Provided for information only based on market conditions as of date of publication, not to be construed as offer, research, investment recommendation or advice. Forecasts, projections and other forward looking ...JEPCX | A complete JPMorgan Equity Premium Income Fund;C mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. Exchange Traded Funds: Call 1-844-4JPM-ETF or download it from this site.WebJPMORGAN CHASE. 153.19 USD. –0.23%. A $100 Billion ETF Flood Offers Little Solace to Active Managers. At first blush, a record $100 billion flood into actively managed exchange-traded funds this ...

Sep 26, 2023 · Summary. J.P. Morgan Equity Premium income takes a nuanced approach to covered calls that delivers high income while reducing downside risk. This fund’s incremental improvements on a basic ... JPMorgan Equity Premium Income Fund AShares:JEPAX CShares:JEPCX IShares:JEPIX R5Shares:JEPSX R6Shares:JEPRX Designed to provide current income while maintaining prospects for capital appreciation. Approach • Generates income through a combination of selling options and investing in U.S. large cap stocks, seeking to…

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JPMorgan Nasdaq Equity Premium Income ETF (800) 480-4111. ... Fund Family JPMorgan. Net Assets 6.23B. YTD Daily Total Return 32.27%. Yield 12.08%. Legal Type Exchange Traded Fund. Fund Operations.WebJEPAX: JPMorgan Equity Premium Income Fund Class A - Fund Profile. Get the lastest Fund Profile for JPMorgan Equity Premium Income Fund Class A from Zacks ...Sep 29, 2023 · Top-quartile performance with bottom-quartile volatility over 10 years. 1. Outperformed its benchmark 100% of the time for rolling 5-year periods over 10 years. 2. Consistent results to peers with top-decile Batting Average over 10-years. Chart source: Morningstar, J.P. Morgan Asset Management; as of 9/30/23. Morningstar Large Value Category.

About JPMorgan Nasdaq Equity Premium Inc ETF. The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an ...JPMorgan Equity Premium Income Fund seeks to deliver monthly distributable income and equity market exposure with less volatility. The fund invests in a defensive equity portfolio and a disciplined options overlay that employ fundamental and risk-based stock selection, and generates distributable income from S&P500 Index call options.Equity Premium Income ETF/JPMorgan Exchange-Traded Fund Trust has paid dividends since 2020. The Fund has a current dividend yield of 11.2555656433% and has increased its dividends for 1 successive year. The stock price has a 52-week low/high of $ 49.92 and $ 63.67. Equity Premium Income ETF/JPMorgan Exchange-Traded Fund …

dr phillip frost Find the latest JPMorgan Equity Premium Income I (JEPIX) stock quote, history, news and other vital information to help you with your stock trading and investing. robinhood selling stockneuraxis The JPMorgan Equity Premium Income ETF currently offers a dividend yield of 11.9% to passive income investors, while the PIMCO Dynamic Income Fund yields 14.8%.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 ...Web pre market gap scanner US Equity 1.50% US 10-Year Bond 4.60% Global REITs 4.80% JEPIX 7.64% Dividends Premium Attractive yield vs. other asset classes Volatility since inception Consistent monthly income 13.23 18.81 JPMorgan Equity Premium Income Fund S&P 500 Morningstar as of 9/30/23 Medalist Rating TM sell optionspok holdingsunlock home equity reviews As of July 2023, the portfolio’s return on equity and return on invested capital (metrics measuring business quality) were 23.8% and 14.8%, much higher than the Russell 1000 Value Index’s 16.9 ... fro stock dividend View Top Holdings and Key Holding Information for JPMorgan Equity Premium Income ETF (JEPI).The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly o f those included in the fund’s primary benchmark, the Standard & Poor’s 500 Total Return Index (S&P 500 Index) and (2) through equity-linked notes (ELNs), selling call ... lululemon nhlinvesting in filmsalt data providers According to a WSJ report, JPMorgan Equity Premium Income ETF lost just 3.5% in 2022, compared to a whopping 18% decline for the S&P 500 index. The ETF, which is also in our list of the best ...Web