JPMorgan Equity Premium Income ETF (JEPI) seeks to deliver monthly distributable income and equity market exposure with less volatility. This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns. JEPI continues to navigate risks that could represent headwinds for U.S. equities through the recent volatility.
Defensive equity portfolio employs a time-tested, bottom-up fundamental research process with stock selection based on our proprietary risk-adjusted stock rankings.
Disciplined options overlay implements written out-of-the-money S&P 500 Index call options to generate distributable monthly income.
Top 10 JEPI Holdings
Within financials, an overweight in Progressive contributed to performance as shares continued to rally at the start of the year. An underweighting in Nvidia and Tesla Motors detracted from performance. Here is a list of JEPI holdings and some of the underlying companies their proprietary ETFs hold:
Quickly compare JEPI to other investments focused on Canadian equities by fees, performance, yield, and other metrics to decide which ETF fits in your portfolio.
JEPI is the better ETF. Both funds have monthly dividend distributions. JEPI is the better performing, more popular and less expensive ETF than QYLD which is older and higher-yielding.
JEPI vs JEPQ
JEPI is the better ETF. Both funds have monthly dividend distributions and expenses. JEPI is the better performing, older and more popular ETF than JEPQ which is higher-yielding.
JEPI vs SCHD
SCHD is the better ETF. SCHD is the better performing, older, more popular and less expensive ETF than JEPI which is higher-yielding and has monthly dividend distributions.
JEPI vs SPY
SPY is the better ETF. SPY is the better performing, older, more popular and less expensive ETF than JEPI which is higher-yielding and has monthly dividend distributions.
JEPI vs XYLD
JEPI is the better ETF. Both funds have monthly dividend distributions. JEPI is the better performing, more popular and less expensive ETF than XYLD which is older and higher-yielding.
JEPI vs VOO
VOO is the better ETF. VOO is the better performing, older, more popular and less expensive ETF than JEPI which is higher-yielding and has monthly dividend distributions.
Conclusion
JEPI is a monthly dividend income fund ETF with a very recent 3-year birthday with an MER of 0.35%. I highly recommend using an index strategy using ETFs and developing a retirement withdrawal strategy to spread out and most likely reduce your life’s overall tax bill. SCHD, SPY and VOO are all popular alternatives. JEPI offers a yield that is over double the classic 4% withdrawal stream in retirement negating the argument of owning this income fund.
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I used my experience from Sunlife, BMO, TD, Edward Jones and Canada Life to create apps to help investors pay fewer fees and income tax. I have a degree in Economics from the University of Waterloo, and financial industry designations such as the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), Wealth Management Essentials (WME)and LLQP. I primarily focus on tactical asset allocation by actively balancing portfolios to reduce market risk. I’ve built my business on a foundation of integrity, due diligence, and innovation. I have the essential resources and financial expertise to implement these sophisticated strategies and help you understand how the variables, such as length of investment, liquidity of the investment, inflation rate, income taxes, market fluctuations, and interest rate risks can impact the results you want to achieve long term.
