Jp morgan equity premium income etf

Financial Times Close. Search the FT Search. Show more World link World.

Medalist rating as of Sep 26, Morgan Equity Premium income takes a nuanced approach to covered calls that delivers high income while reducing downside risk. The fund uses equity-linked notes, or ELNs, that mimic the profits from writing call options instead of shorting the options themselves. ELNs carry additional counterparty risk, but the team at J. Morgan diversifies counterparties and only transacts with global financial institutions that pass their regular counterparty risk monitoring.

Jp morgan equity premium income etf

JEPI was launched in May so there is limited performance data available. The written call options should provide the fund with additional income but may mean that JEPI will miss out on the full gains from increases in the underlying portfolio. It is quite reasonably priced for what it offers. The adjacent table gives investors an individual Realtime Rating for JEPI on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. Compare Category Report. This section shows how this ETF has performed relative to its peers. Returns over 1 year are annualized. ETF Database's Financial Advisor Reports are designed as an easy handout for clients to explain the key information on a fund. Includes new analyst insights and classification data. Information contained within the fact sheet is not guaranteed to be timely or accurate. To celebrate the pending Exchange conference , VettaFi and some key industry partners were at the The team monitors new filings, new launches and new issuers to make sure we place each new ETF in the appropriate context so Financial Advisors can construct high quality portfolios.

Last Updated: Mar 09, Board Diversity.

.

JEPI was launched in May so there is limited performance data available. The written call options should provide the fund with additional income but may mean that JEPI will miss out on the full gains from increases in the underlying portfolio. It is quite reasonably priced for what it offers. The adjacent table gives investors an individual Realtime Rating for JEPI on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. Compare Category Report.

Jp morgan equity premium income etf

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.

Ivy wren leaks

Executive Compensation. All Rights Reserved. Nuclear Power. All rights reserved. Per cent of portfolio in top 5 holdings: 8. Asset Class Size Large-Cap. He is supported by two junior portfolio managers who joined from the ranks of the equity analyst team, and a strong supporting institutional framework at J. The team monitors new filings, new launches and new issuers to make sure we place each new ETF in the appropriate context so Financial Advisors can construct high quality portfolios. All managed funds data located on FT. It earns a Process Pillar rating of Above Average. The use of ELNs invites additional counterparty risk. Prior to joining J. View Less Charts. The written call options should provide the fund with additional income but may mean that JEPI will miss out on the full gains from increases in the underlying portfolio. The manager staggers the calls in weekly tranches to alleviate the market impact from their options trades and diversify the strike price and call premiums.

Medalist rating as of Sep 26,

Investment teams are robustly staffed and helmed by seasoned contributors. US stock. It earns a Process Pillar rating of Above Average. This section compares the cost efficiency of this ETF to its peers. Performance has been in line with expectations. Meta Platforms Inc Class A. Process Above Average. Labor Rights Violations. Read Next. Parent Above Average. Top 5 holdings.