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Upturn AI SWOT - About
JPMorgan Equity Premium Income ETF (JEPI)
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Upturn Advisory Summary
09/12/2025: JEPI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.19% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.57 | 52 Weeks Range 49.02 - 57.95 | Updated Date 06/30/2025 |
52 Weeks Range 49.02 - 57.95 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan Equity Premium Income ETF
ETF Overview
Overview
The JPMorgan Equity Premium Income ETF (JEPI) seeks to provide current income while maintaining prospects for modest capital appreciation. It does this primarily by investing in U.S. large-cap stocks and using an options overlay strategy, specifically selling out-of-the-money call options.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history of managing investment products.
Management Expertise
JPMorgan has a team of experienced investment professionals managing the ETF.
Investment Objective
Goal
To provide current income while maintaining prospects for modest capital appreciation.
Investment Approach and Strategy
Strategy: JEPI employs a covered call strategy, selling out-of-the-money call options on a portfolio of large-cap U.S. stocks.
Composition The ETF primarily holds U.S. large-cap stocks, complemented by equity-linked notes (ELNs) to generate income through the options overlay.
Market Position
Market Share: JEPI has a significant market share within the income-focused ETF category.
Total Net Assets (AUM): 33520000000
Competitors
Key Competitors
- QYLD
- XYLD
- DIVO
- SPYI
Competitive Landscape
The income ETF space is competitive. JEPI differentiates itself through its active management and use of ELNs. Advantages include potentially higher income than pure dividend ETFs. Disadvantages might include complexity and potentially capped upside during strong market rallies.
Financial Performance
Historical Performance: Historical performance can be visualized using time series data from financial data providers; specific numbers for past returns across different time periods (1yr, 3yr, 5yr, 10yr) would go here, if available.
Benchmark Comparison: Comparison to benchmarks such as the S&P 500 (SPY) requires numerical data of returns and risk-adjusted metrics; unavailable without current data.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
JEPI exhibits high liquidity, typically characterized by substantial daily trading volume.
Bid-Ask Spread
The bid-ask spread for JEPI is usually tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators (interest rates, inflation), equity market performance, and volatility impact JEPI. Higher interest rates can affect the relative attractiveness of high-yield investments.
Growth Trajectory
JEPI's growth is driven by investor demand for income-generating assets and its ability to deliver consistent payouts. Changes in investment strategy and holdings are disclosed in fund prospectuses.
Moat and Competitive Advantages
Competitive Edge
JEPI's competitive advantage lies in its active management and strategy. JPMorgan's investment expertise and established reputation attract investors. The use of ELNs allows for enhanced income generation compared to passively managed dividend ETFs. The fund's focus on lower volatility compared to the overall market also appeals to risk-averse investors. Its large AUM also provides economies of scale.
Risk Analysis
Volatility
JEPI aims for lower volatility than the broad market, but its performance is still subject to market fluctuations.
Market Risk
Market risk stems from the underlying equity holdings, while the options strategy introduces counterparty risk and the potential for missed upside if markets rise sharply.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking current income, has a moderate risk tolerance, and is comfortable with the complexities of options strategies.
Market Risk
JEPI is suitable for long-term investors seeking income, but active traders may also find opportunities due to its liquidity and options overlay.
Summary
JPMorgan Equity Premium Income ETF (JEPI) is an actively managed ETF designed to provide current income and modest capital appreciation through a combination of stock selection and options overlay. It offers a potentially less volatile approach to equity investing while generating income. JEPIu2019s expense ratio is reasonable given its active strategy. This fund is suitable for investors seeking income, and is comfortable with the fund's options strategy and active management.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions and other factors may impact future performance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About JPMorgan Equity Premium Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 options with exposure to the S&P 500 Index.
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