Jepi rating

Author: m | 2025-04-23

JEPI Analyst Ratings. JEPI price estimates And ratings. What are the current estimates For JEPI? The JEPI ETF has a Moderate Buy consensus rating on TipRanks. Among the 1,714 analysts providing ratings on 117 holdings of JEPI, 64.53% have given a Buy rating

Why no Morningstar rating for Jepi? : r/JEPI - Reddit

This page contains links to our partners. RBD may be compensated when a link is clicked. Read disclosures. This article compares JEPI vs JEPQ — J.P. Morgan’s Equity Premium Income ETF vs. J.P. Morgan’s Nasdaq Equity Premium Income ETF. Both are actively managed ETFs popular with dividend investors and retirees looking to earn yields above total market ETFs such as VTI and popular dividend ETFs.The funds aim to seek current dividend income while maintaining the prospects for price appreciation.JEPI and JEPQ are covered call ETFs. The funds hold undervalued stocks in their respective benchmark indexes and sell covered calls (a basic and low-risk option strategy) against the benchmark indexes to generate income for investors via equity-linked notes (ELNs). It’s a bit confusing; we’ll dig in more below. The funds deploy a nearly identical strategy. The main difference between the funds is their benchmark indexes. JEPI holds stocks in Standard & Poor’s 500 Total Return Index (S&P 500 Index). JEPQ holds stocks in the Nasdaq-100 Index. Each fund pays a monthly dividend with annual yields (~10%+) significantly higher than broad index funds tied to the market indexes. Therefore, investors should consider owning JEPI and JEPQ in tax-advantaged accounts such as a traditional or Roth IRA to avoid dividend taxation. Table of ContentsBottom Line Upfront (BLUF)JEPI vs JEPQ ComparisonSide-by-SideBenchmark IndexesPerformance Chart (Excluding Dividends)Dividend Payout SchedulesTop Ten HoldingsWhat are Equity-Linked Notes?How do Covered Calls work in JEPI and JEPQ?Alternative FundsBest Broker to Buy JEPI or JEPQConclusionAdditional ResourcesBottom Line Upfront (BLUF)Before I get into the details of JEPI vs JEPQ, it’s essential to keep the following in mind:The funds deploy the same strategy. However, the benchmark indexes vary. Each fund holds many of the largest U.S. blue-chip companies.JEPI has a broader pool of stocks from which to choose. JEPQ is Nasdaq-only and has a high percentage of assets in the top 10 holdings (concentration risk). Covered call ETFs are a relatively new category. JEPI is older, more established, and has more assets under management than JEPQ. JEPQ has outperformed JEPI since JEPQ’s inception (see chart below for the latest). But both funds are immature. Past performance is not indicative of future returns.Both ETFs are available to purchase from any online broker. I prefer M1 Finance.JEPI and JEPQ are untested in severe bear markets. It is unclear how they will perform when stocks fall dramatically. Please note that both ETFs update their prospectuses regularly. The

Summary - JEPI - NYSE Arca - Weiss Ratings

For years, European investors have had to look with jealousy across the pond to access the popular JEPI ETF, which has garnered a loyal following for its consistent high-yield income stream. But now, the wait is (almost!) over. JP Morgan Asset Management has launched the JPM Global Equity Premium Income UCITS ETF (JEPG, JPGP or JGPI – depending on the currency), a European-listed equivalent of the US-based JEPI ETF, allowing European investors to reap all the benefits of this unique investment vehicle.JEPI etf’s popularity explainedThe 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 option for investors seeking a monthly stream of income. There are not too many dividend stocks that offer a similar monthly income.Actively Managed Approach, yet Passive: there are quite some retail investors that use option selling as an additional form of income generation. However, this requires a lot of time and continuous focus to avoid unwanted portfolio impact. JEPI offers this additional income from call option selling via its ETF thus saving retail investors lots of time.Low Costs to Own: $JEPI charges a 0.35% expense-ratio fee to retail investors. This is relatively low for an actively management fund.What is the JEPG ETF about?According to JP Morgan, “JEPG provides investors access to a defensive equity portfolio which aims to provide a solution for income-seeking investors, while reducing total equity risk. The portfolio managers invest in a defensive equity portfolio which employs a time-tested, bottom-up, fundamental research process with stock selection based on our proprietary risk-adjusted stock rankings. A disciplined options overlay implemented by writing out-of-the-money MSCI World Index call options that seeks to enhance distributable monthly income.”In simple terms, this ETF invests in typical blue chip stocks and it writes call options for additional income. As of today (8-december-2023), its top 10 holdings are:Deutsche TelekomUnited Health GroupNippon TelegraphRoper TechnologiesPepsicoCisco SystemsMicrosoftMotorola SolutionsJohnson & JohnsonRoche HoldingTogether they make up 14% of the entire JEPG UCITS ETF.JEPG etf: The JEPI UCITS equivalent available to EuropeansAs you can see, the launch of the JEPG etf provides European investors with direct access to a similar strategy as JEPI. The main difference is that JEPG is investing in stocks around the

Comparison - JEPI - NYSE Arca - Weiss Ratings

Unlock stock picks and a broker-level newsfeed that powers Wall Street. In This Article: Goldman Sachs Asset Management launched two new actively managed options-writing ETFs on Thursday, joining Morgan Stanley and BlackRock in trying to tap into the popularity of JPMorgan’s $30 billion options ETF, JEPI. The Goldman Sachs S&P 500 Core Premium Income ETF (GPIX) and the Goldman Sachs Nasdaq-100 Core Premium Income ETF (GPIQ) write call options on portfolios of stocks chosen from the S&P 500 and Nasdaq 100 indexes, respectively. This type of fund, often called buy-write funds, generates income by selling call options on a portfolio of stocks. The JPMorgan Equity Premium Income ETF (JEPI) has been a smash hit with investors, raking in over $12 billion just this year. That has attracted competition in the form of the Parametric Equity Premium Income ETF (PAPI) from Morgan Stanley and the BlackRock Advantage Large Cap Income ETF (BALI), in addition to Goldman’s new funds. Mike Crinieri, global head of exchange-traded funds at Goldman, GPIX’s and GPIQ’s stock holdings are just meant to provide exposure to their respective indexes, with active management coming into play with the options writing. The funds have specific yield targets, with the aim of offering investors a consistent income stream. Buy-write funds offer investors lower volatility and consistent income, characteristics in particular demand from investors this year. “We think that there are many investors that are looking for exactly that, especially investors that are approaching retirement,” Crinieri said in an interview. Goldman predicts the funds will capture about 60% of the gains of their underlying indexes, on average, after selling the options needed to hit their yield targets. Despite other launches this year, Crinieri thinks it is still early days for buy-write ETFs, and the increasingly crowded sector still has plenty of room to grow. He points to investors’ concerns over high interest rates and geopolitical tensions as reasons they are gravitating to the more conservative risk-return profile of buy-write funds. GPIX and GPIQ both undercut JEPI’s 0.35% expense ratio with expense ratios of 0.29%. Contact Gabe Alpert at [email protected] Permalink | ©. JEPI Analyst Ratings. JEPI price estimates And ratings. What are the current estimates For JEPI? The JEPI ETF has a Moderate Buy consensus rating on TipRanks. Among the 1,714 analysts providing ratings on 117 holdings of JEPI, 64.53% have given a Buy rating

Holdings - JEPI - NYSE Arca - Weiss Ratings

Favorite online broker for everyday investing. The platform is more intuitive than old-school brokers because it’s built on a modern technology platform.You create portfolio “pies” that contain all the stocks and ETFs you want to own and in what percentages. Simply add an ETF to a pie and add funds to your account. Learn More about M1 FinanceConclusionDeciding between JEPI vs JEPQ comes down to the investor’s risk tolerance for holdings concentration — including the total number of holdings and percentage allocation of the top 10 holdings. JEPQ has outperformed JEPI in the early stages, but these are relatively new funds untested in a bear market, which could introduce unexpected risk with market volatility. Conservative investors may not be comfortable with the lack of historical performance data.JEPQ has a greater concentration of risk exposure in the top 10 holdings, more than 40%. Holdings like Apple and Microsoft performed well and lifted the Nasdaq-100, thus increasing returns. JEPI is currently five times as large as JEPQ due to its age. If both funds continue to perform and have attractive yields, we expect the assets under management will continue to grow for both funds. Investors with a higher risk tolerance whose objectives require higher dividend yields and returns can choose JEPQ but are more vulnerable to concentration risk. Investors with a lower risk tolerance who prefer a more diversified ETF and still want to receive a high yield compared to the S&P 500 index or total market ETFs should choose JEPI. Own either fund in a tax-advantaged account like a traditional or Roth IRA to avoid dividend taxation. Purchase either ETF at any commission-free online broker. Please reply with your questions regarding JEPI vs JEPQ in the comments section below. Include any requests you have about adding more detail to this article. Additional ResourcesJEPI Dividend History and YieldJEPQ Dividend History and YieldJEPI vs. SCHDSCHD vs. VIGVYM vs. VIGDisclosure: The author is long VTI and SCHD but does not own JEPI or JEPQ. Craig is a former IT professional who left his 19-year career to be a full-time finance writer. A DIY investor since 1995, he started Retire Before Dad in 2013 as a creative outlet to share his investment portfolios. Craig studied Finance at Michigan State University and lives in Northern Virginia with his wife and three children. Read more.Favorite tools and investment services (Sponsored):Boldin — Spreadsheets are insufficient. Build financial confidence.

Similar - JEPI - NYSE Arca - Weiss Ratings

Information referenced in this article will change over time.The best resource for both funds is the respective company’s websites.Here are links to the most updated information at J.P. Morgan. Consider the information on those pages to be the authoritative data source.J.P. Morgan’s Equity Premium Income ETF (JEPI)J.P. Morgan’s Nasdaq Equity Premium Income ETF (JEPQ)JEPI vs JEPQ ComparisonSide-by-SideHere’s a side-by-side comparison of both ETFs. Scroll right on mobile.A few noticeable differences between JEPI vs JEPQ:JEPI is a larger fund by 5X and older by two years.Both expense ratios are low for actively managed ETFs — identical at the time of writing.JEPQ has a much higher percentage in the top 10 holdings, indicating it is less diversified.JEPQ has outperformed JEPI since over the latest one-year period. JEPQ is newer — launched in May 2022. Time will tell if JEPQ continues to outperform. JEPI has more holdings, but its holdings are a smaller fraction of its benchmark index holdings (500), whereas JEPQ holds a higher percentage of its benchmark holdings (100). Benchmark IndexesJEPI tracks the Standard & Poor’s 500 Total Return Index (S&P 500 Index), one of the most followed indexes in the world. Visit this page for the latest information about the weighted index.There are 500 stocks in the index, representing both the Nasdaq and New York Stock Exchange (NYSE). The companies are the largest and most established in the U.S.JEPQ tracks the Nasdaq-100 Index, a tech and growth-focused weighted index.Visit this page for the latest information about the index.The Nasdaq-100 Index is comprised of the “largest and most innovative non-financial companies listed on the Nasdaq Stock Market based on market capitalization”.The main differences between the funds are: The S&P 500 Index is larger and contains both NYSE and Nasdaq stocks.The S&P 500 Index includes stocks from all industries, including financials, industrials, energy, and utilities, excluded from or underrepresented in the Nasdaq-100.The Nasdaq-100 Index is tech-heavy and has outperformed the S&P 500 Index over the past 10 years. It only holds the top 100 Nasdaq-listed stocks as measured by market capitalization. Performance Chart (Excluding Dividends)The performance of these two funds has been tracked similarly for the past few years.Here is a daily updated JEPI vs JEPQ chart compared against each other since JEPQ’s inception date (05/04/2022). Scroll right on mobile.Note: This chart does not account for dividend payments. When a dividend is paid to shareholders, the security price is reduced by the

What is the analyst rating for JEPI? (2025) - investguiding.com

Source: J.P. Morgan Asset Management, as of 28.02.2023. There can be no assurance that the professionals currently employed by J.P. Morgan Asset Management will continue to be employed by J.P. Morgan Asset Management or that the past performance or success of any such professional serves as an indicator of such professional's future performance or success. JEPI seeks to deliver monthly distributable income and equity market exposure with lower volatility1,2. As a part of an overall allocation, JEPI presents opportunities for income diversification and complements a balanced portfolio by reducing exposure to asset classes that may be more prone to credit, duration or interest rate risks1,3. Click here for an overview of JEPI. Recent banking sector stress in the US and Europe, persistent inflation and the actions of some major central banks have left markets in turmoil and investors uncertain about the future. Some investors are rethinking their approach to generating income - continue to hold cash and core bonds or extend into higher-yielding markets such as equities but stomach the risk and volatility?This Q&A highlights the search for income through an alternative equity strategy.Q1: How are investors evaluating income from Equities?A: An uncertain market outlook is prompting some investors to be creative and to be outcome-oriented1, employing strategies that allow them to stay invested through various market conditions while hedging against down-market volatility. Some of these strategies aim to generate income through equity options-based solutions.The income-seeking approach of JEPI comprises two building blocks - investing in an actively managed portfolio of defensive US large cap stocks and selling S&P 500 Index4 call options - as the investment managers seek to deliver a consistent income stream from associated option premiums and stock dividends2. This unique strategy seeks to generate consistent annualised income5, distributed monthly, with two-thirds of the volatility and beta of the S&P 5004.6. Source: J.P. Morgan Asset Management. Provided for information only, to illustrate underlying portfolio and asset class characteristics.For income-oriented or total-return investors, JEPI can present relatively attractive opportunities for income7 in an overall portfolio. It can also act as an equity alternative where investors can seek to boost income with lower volatility, while forgoing a portion of the market’s upside.Q2: What risk can option-writing strategies present?A: Not all option-writing strategies7 are created equal.JEPI doesn’t look to time the market and the investment managers have deep expertise in implementing the options process. In JEPI’s approach, the options overlay consists of selling S&P 500 Index options that are one-month, out-of-the-money call options. At the same time, in order to dynamically adjust the upside and income to the volatility landscape, the options reset a portion of the options on a rolling weekly basis. This approach allows the investment managers to

Nav-History - JEPI - NYSE Arca - Weiss Ratings

Globe, while JEPI is focused on US stocks. That also explains the difference in its call-writing strategy, because JEPG writes calls on the MSCI World Index while JEPI writes calls on the S&P 500 index.What’s more? The JPM Global Equity Premium Income UCITS ETF is domiciled in Ireland (ISIN: IE0003UVYC20), which offers a favorable tax structure for most European investors. This makes JEPG a compelling investment option for Europeans seeking income-generating potential with potential capital appreciation.Key Risk to Consider when investing in JEPG, JEGP, JGPI or JEPIWhile JEPG offers attractive income and growth prospects, it’s important to acknowledge the inherent risks associated with its underlying strategy. Firstly, its total return track record is not as strong as some people may suggest. Just have a look at the below Year-to-date returns of the $JEPI etf vs $SPY (S&P 500 index):Hence, this year the ETF has significantly underperformed. However, since its inception, it looks better because JEPI generated an 8.99% total return while the S&P 500 index generated 9.48%. This is not adjusted for tax though! If we look at purely capital appreciation, then it looks much worse:This is key to consider because you will have to pay the dividend withholding tax on the income generated from JEPG. For many of us, that makes the above total return numbers lower.Secondly, JEPI doesn’t perform well regarding capital appreciation. In my opinion, this is because a call-writing strategy limits upside potential. JP Morgan mitigates this by composing the ETF with defensive and less volatile stocks than the average market, but its track record shows that it may not be enough.Where to Buy JEPG?Great news, European investors can buy the JEPG ETF (or JGPI, JEGP) through Interactive Brokers. No surprise here, because IBKR is in my opinion one of the best European brokers out there. Hence, feel free to Open an account at Interactive Brokers if you haven’t got one yet.Live screenshot at Interactive Brokers for JEPG ETFInvesting involves risk of loss.It’s also good to know that JP Morgan has launched the JEPG ETF in multiple currencies:ExchangeTickerCurrencyLondon Stock ExchangeJEPGUSDLondon Stock ExchangeJEGPGBXDeutsche BoerseJGPIEURThis means that the additional currency-related costs are with JGPI etf, which theoretically makes it cheaper for you as an investor.Final ThoughtsWith the launch of JEPG, European investors have finally gained access to a $JEPI equivalent income-producing investment option. This is great news because we aren’t second-grade global citizens and we deserve to have. JEPI Analyst Ratings. JEPI price estimates And ratings. What are the current estimates For JEPI? The JEPI ETF has a Moderate Buy consensus rating on TipRanks. Among the 1,714 analysts providing ratings on 117 holdings of JEPI, 64.53% have given a Buy rating

Price-History - JEPI - NYSE Arca - Weiss Ratings

Amount of the dividend. Click here to build a chart to show total returns.Past performance is not indicative of future results. Either fund is suitable as an income-producing asset in your portfolio. See the table above for one and three-year average annual performance records. As both funds age, we’ll update the table and chart to reflect more data. Dividend Payout SchedulesBoth JEPI and JEPQ pay monthly dividends. Investors receive monthly dividend payments on the 1st, 2nd, or 3rd of the month, depending on where the weekend falls. The only exception is in December, when investors receive two dividend payments (approximately the 1st and 29th).Presumably, the second December payment being completed in the current year helps to simplify and provide more time for tax reporting for J.P. Morgan. Top Ten HoldingsHere are the top ten holdings for each fund. Visit the links at the beginning of the article for the most updated lists. Read more: JEPI Top 50 Holdings, JEPQ Top 50 HoldingsWhat are Equity-Linked Notes?Since the funds do not own the indexes directly (e.g., SPY or QQQ), managers use equity-linked notes (ELNs) to generate similar returns to a covered call strategy against the indexes. The income derived from the covered call strategy is paid to investors as a monthly dividend.The funds are each comprised of approximately 80% stocks and 20% ELNs. The combined strategy of holding undervalued stocks and selling call options enables high monthly dividend income while maintaining the prospects for capital appreciation. JEPI and JEPQ have fewer stock holdings than their respective benchmark indexes. Managers deploy proprietary research to select attractively valued stocks. How do Covered Calls work in JEPI and JEPQ?Writing (or selling) a covered call is a basic and low-risk option strategy whereby investors/fund managers sell a call option against a portfolio holding.A call option is a right to buy the underlying security at a set price (the strike) on the expiration date. JEPI and JEPQ managers write short-dated calls (set to expire within a month or so) to generate income and lower overall volatility. When the fund managers write the calls (sell to another buyer), they collect a premium (payment) used to pay ETF investors as dividends. If the underlying asset rises above the strike price by the expiration date, the call buyer will exercise the option to buy the asset at a lower price than the current price. If the underlying asset falls in

Industry Comparison - JEPI - NYSE Arca - Weiss Ratings

Value, the call option expires worthless, nothing happens to the asset, and the seller keeps the premium. JEPI and JEPQ use the covered call option strategy to achieve similar index returns while reducing volatility and paying out a high-yield dividend. Covered calls work best in a flat market. The strategy reduces downside risk and potential gains in up or down markets. Alternative FundsHere are the mutual fund alternatives for both ETFs.JEPI = JEPIX JEPQ = Does not have a mutual fund equivalent.Presumably, if J.P. Morgan Asset Management launches a JEPQ mutual fund equivalent, the symbol will be “JEPQX”.Mutual funds trade differently than ETFs, which trade like stocks. ETFs are easier to own, and the price changes throughout the day. Mutual funds only trade at the market close. Active investors typically use ETFs for trading purposes or to buy and hold indexes when they can’t access index mutual funds.For example, if you have an investing account with M1 Finance, you’d invest via ETFs instead of mutual funds. Investors with accounts at the large brokers (e.g., Fidelity, Vanguard) often choose the mutual fund version of a fund if available.Note that many brokers charge a few to own another provider’s in-house mutual fund. ETFs can be traded commission-free at most online brokers. Learn more about JEPIX hereSimilar covered call ETFs include:XYLD — The Global X S&P 500 Covered Call ETFQYLD — The Global X Nasdaq 100 Covered Call ETFBest Broker to Buy JEPI or JEPQHere are my favorite online brokers for investing in ETFs and automatically reinvesting dividends. Charles Schwab, Fidelity, and Vanguard are excellent choices for long-term retirement investors. You’re in good hands if your IRA or employer-sponsored plan is with either broker.I recommend another broker for a more modern user experience that can also serve your banking, borrowing, and spending needs. Long-term investors may prefer an online broker better for dollar cost averaging and dividend reinvestment. I’m a big fan of the online brokerage M1 Finance. M1 Finance is a reliable, robust, no-fee online broker for beginner and intermediate investors. It’s easy to get started.As your investing skills and portfolio mature, M1 is one of the best platforms to scale.Investing in stocks and ETFs is 100% free on the platform. They also offer an integrated checking account and low borrowing rates. Read my complete M1 Finance review here. M1 Finance does not offer mutual funds. However, ETFs are plentiful. It’s my. JEPI Analyst Ratings. JEPI price estimates And ratings. What are the current estimates For JEPI?

JEPI - JPM Equity Premiumome ETF Analyst Ratings

Better balance income with total return.When volatility goes up, options tend to get more expensive. Because the strategy is selling options, they tend to be relatively attractively valued. In other words, it seeks to optimise the market’s upward advantages and more income.Q3: What are the key considerations7?A: First, JEPI may not capture all of the market’s upside. The strategy is designed to enhance distributable income comprising dividends and options premium. In return for the option premium, an investor may forgo a portion of the market’s upside. One building block of the strategy is an underlying equity portfolio that is more conservative in nature, with less market beta and volatility. More defensive equities can help because when markets fall, a high-quality, low-volatility equity portfolio is better positioned to withstand such volatility.Second, there are positionings for different market environments. For example:Falling markets - such a conservative equity portfolio seeks income to buffer possible downsideSideways or gently rising markets - seeks capital appreciation and incomeRising markets - can potentially forgo some upside for incomeThird, there are varying distributable income. The options premium generated can vary, depending on prevailing volatility - when volatility increases, both income opportunities and the potential for capital appreciation also increase and vice versa. JPMorgan 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 statements are based upon current beliefs and expectations, may or may not come to pass. They are for illustrative purposes only and serve as an indication of what may occur. Given the inherent uncertainties and risks associated with forecast, projections or other forward statements, actual events, results or performance may differ materially from those reflected or contemplated.Diversification does not guarantee investment return and does not eliminate the risk of loss.1. For illustrative purposes only based on current market conditions, subject to change from time to time. Not all investments are suitable for all investors. Exact allocation of portfolio depends on each individual’s circumstance and market conditions.2. The Investment Manager (Portfolio Manager) seeks to achieve the stated targets/objectives. There can be no guarantee the objectives/targets will be met. 3. Risk management does not imply elimination of risks. Provided to illustrate the investment process. Dividend or returns are not guaranteed. Please refer to offering documents for details on distribution policy.4. The S&P 500 Index is an unmanaged index generally representative of the performance of large companies in the US stock market.5. Returns or distributions are not guaranteed. Distribution may be paid out of capital or income or both. The