What is the analyst rating for JEPI? (2024)

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What is the analyst rating of JEPI?

JEPI's analyst rating consensus is a Moderate Buy. This is based on the ratings of 1721 Wall Streets Analysts.

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Is JEPI worth the yield?

Bottom line--JEPI TR without reinvestment of distributions remains above 13% over the 35-month life of the fund. This includes a period of recovery from COVID and the complete down market of 2022. Yes, it is easily worth the yield!

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How does JEPI compare to spy?

SPY - Performance Comparison. In the year-to-date period, JEPI achieves a 3.57% return, which is significantly lower than SPY's 8.37% return. Over the past 10 years, JEPI has outperformed SPY with an annualized return of 13.11%, while SPY has yielded a comparatively lower 11.78% annualized return.

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What are the disadvantages of JEPI?

The main risk of an ETF like this is that, as discussed above, JEPI's approach means that it could lag the broader market during a bull market, as evidenced by this year's underperformance versus the S&P 500 and the Nasdaq. However, it never hurts to add some ballast to your portfolio.

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Is JEPI good long-term?

JEPI gives away significant long-term return potential (as compared to the S&P 500) by employing an options strategy that increases income and reduces volatility. In a down market, this is great (because you are avoiding some of the price declines).

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Is JEPI a long-term investment?

It's truly been a great investment option for both long-term investors and income seekers. Two more factors working in JEPI's favor: it distributes income monthly, not quarterly, and its 0.35% expense ratio is pretty cheap for what you get.

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Who are the largest holders of JEPI?

Largest shareholders include Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, JNBAX - JPMorgan Income Builder Fund Class A, Royal Bank Of Canada, Advisor Group Holdings, Inc., UBS Group AG, First Republic Investment Management, Inc., and Envestnet Asset Management Inc.

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Is JEPI a buy or sell?

The JPMorgan Equity Premium Income ETF holds buy signals from both short and long-term moving averages giving a positive forecast for the stock, but the ETF has a general sell signal from the relation between the two signals where the long-term average is above the short-term average.

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How does JEPI pay such a high dividend?

JEPI does this by investing up to 20% of its assets into ELNs (equity-linked notes) and selling call options with exposure to the S&P 500.

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What is Vanguard equivalent of JEPI?

VOO - Volatility Comparison. The current volatility for JPMorgan Equity Premium Income ETF (JEPI) is 2.58%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.91%. This indicates that JEPI experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure.

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Does JEPI track the S&P?

Unlike say, the Global X S&P 500 Covered Call ETF (XYLD), JEPI does not track or hold all the stocks in a benchmark index.

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Which ETF is better than SPY?

Ranking Tables
TickerNameMarket Cap
RTXRaytheon Technologies Corporation140.8 B
TTTrane Technologies plc39.907 B
CTVACorteva, Inc.39.78 B
WELLWelltower Inc.38.525 B
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What is the analyst rating for JEPI? (2024)
Could JEPI be the best investment?

JEPI is an attractive investment option for investors due to its monthly dividend yield of 11.9% over the trailing twelve months.

Does JEPI have downside protection?

JEPI can be useful for both market optimists and market pessimists, as the upside participation and downside protection pair well together.

How often does JEPI pay out?

JEPI Dividend Information

JEPI has a dividend yield of 11.31% and paid $6.19 per share in the past year. The dividend is paid every month and the last ex-dividend date was May 1, 2023.

Is JEPI safe for retirement?

JEPI has simply become one of my favorite high yield ETFs. The 14% yield probably won't sustain indefinitely (prior to this, it usually yielded around 8-10%). But over its relatively brief history, it's matched the performance of the S&P 500 with about 30% less risk. That fits into almost any retirement portfolio!

What is the alternative to JEPI?

The JPMorgan Nasdaq Equity Premium Income ETF is similar in approach to JEPI but focuses on Nasdaq 100 stocks. This is a fairly new ETF that launched in 2022 following the success of JEPI.

Is JEPI a good investment for 2023?

Seeking Alpha's quantitative analytics scores JEPI as an A+ for having an above par yield, growth rate, and consecutive years of dividend growth. The ETF has been increasing the dividend at a substantial CAGR of over 50% which is 325% higher than the median growth rate of 12.42% for all other equity ETFs.

What is the best long term dividend ETF?

Our recommendation for the best overall dividend ETF is Vanguard High Dividend Yield (VYM). This ETF offers a combination of high diversification, a low expense ratio, a low turnover, and strong yields.

Which ETF is best for long term investment?

India's Top ETFs to Invest in for 2023
Index ETFsGold ETFsBond ETFs
Motilal Oswal NASDAQ 100 ETFIDBI Gold ETFNippon ETF Long Term Gilt
HDFC Sensex ETFInvesco India Gold ETFSBI-ETF 10Y Gilt
SBI ETF SensexAditya Birla Sun Life Gold ETFLIC MF Government
Edelweiss ETF - NQ30SBI ETF GoldNippon ETF Liquid BeEs
1 more row
May 11, 2023

Is JEPI better than SCHD?

SCHD - Volatility Comparison. The current volatility for JPMorgan Equity Premium Income ETF (JEPI) is 2.58%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.17%. This indicates that JEPI experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure.

How old is JEPI?

JEPI was launched on May 20, 2020, and has grown quickly to $18.7 billion in assets under management. Hamilton Reiner, who co-manages the fund with Raffaele Zingone, described the fund's strategy, and its success during the 2022 bear market and shared thoughts on what may lie ahead.

Is JEPI actively managed?

The JPMorgan Equity Premium Income ETF (JEPI) is an actively managed fund that generates income by selling options on U.S. large cap stocks. The fund invests in S&P 500 stocks that exhibit low-volatility and value characteristics, and sells options on those stocks to generate additional income.

What companies does JEPI own?

Top 10 Holdings
  • The Hershey Co. 1.61%
  • Jpmorgan Us Govt Mmkt Fund Im Shares (Restricted) 1.53%
  • PepsiCo Inc. 1.52%
  • Microsoft Corp. 1.51%
  • AbbVie Inc. 1.49%
  • Mastercard Inc Class A. 1.48%
  • Coca-Cola Co. 1.47%
  • Comcast Corp Class A. 1.46%
May 2, 2023

What are the top 10 holdings of JEPI?

  • PEP. Pepsico. 1.79% $392.33M. ― ...
  • MA. Mastercard Inc. 1.75% $384.72M. ― ...
  • PGR. The Progressive Corporation. 1.72% $377.03M. ― ...
  • KO. Coca-cola Company. 1.71% $374.57M. ― ...
  • ABBV. Abbvie. 1.70% $372.65M. ― ...
  • AMZN. Amazon.Com, Inc. 1.70% $373.08M. ― $1.13T. ...
  • CMCSA. Comcast Corp. 1.67% $367.32M. ― $167.63B. ...
  • Visa Inc. 1.65% $362.68M. ― $474.33B. 17.06%

Is JEPI fixed income?

To generate monthly income, JEPI can invest up to 20% in exchange-linked notes, or ELNs. These are fixed-income products issued by a counterparty that promise a return linked to a reference asset.

What is the 200 day moving average for JEPI?

What is JEPI's 200-day moving average? JEPI's 200-day moving average is 52.37, which suggests JEPI is a Buy.

Who should buy JEPI?

Who Should Own JEPI: Income Investors With Tax-Deferred Retirement Accounts. If you reinvest your dividends, then JEPI is a fine investment, though one that will generate far lower returns than most investors currently expect.

Which is the highest dividend paying stock?

List of Top Highest Dividend Paying Stocks In India 2023
CompanyDividend %Ex-Date
Banco Products (India) Ltd.40024-02-2023
Renaissance Global Ltd.3019-07-2022
Taparia Tools Ltd.77516-03-2023
Steel Authority of India Ltd.1024-03-2023
17 more rows
Apr 25, 2023

What is the catch with high dividend stocks?

In some cases, a high dividend yield can indicate a company in distress. The yield is high because the company's shares have fallen in response to financial troubles. And the high yield may not last for much longer. A company under financial stress could reduce or scrap its dividend in an effort to conserve cash.

What is Vanguard's best-performing ETF?

What Are the Best Vanguard ETFs?
  • Best Bond ETF: Vanguard Total Bond Market ETF (BND) ...
  • Best for Income Investors: Vanguard Emerging Markets Government Bond ETF (VWOB) ...
  • Best ESG ETF: Vanguard ESG US Stock ETF (ESGV) ...
  • Overall Best-Performing Vanguard ETF: Vanguard Energy ETF (VDE)
Feb 15, 2023

What is the expense ratio for JEPI?

Portfolio Fundamentals
Valuation InfoJEPIPercentile in Asset Class
Dividend Yield (Annualized)11.33%n/a
Net Expense Ratio0.35%100th
Gross Expense Ratio0.35%100th
Net Assets$25.2B100th
5 more rows

What is the most diversified ETF Vanguard?

Best Vanguard ETFs for Portfolio Diversification
  • Vanguard 500 Index Fund ETF (NYSE:VOO)
  • Vanguard Total Stock Market Index Fund ETF (NYSE:VTI)
  • Vanguard Small-Cap Index Fund ETF (NYSE:VB)
  • Vanguard Energy Index Fund ETF (NYSE:VDE)
  • Vanguard Health Care Index Fund ETF (NYSE:VHT)
Jan 18, 2023

Is JEPI good for recession?

JPMorgan Equity Premium Income ETF (JEPI)

The JPMorgan Equity Premium Income ETF is well-suited to weather a recession. Adding an ETF with a double-digit dividend yield adds some serious ballast to your portfolio. Furthermore, JEPI is designed to mitigate volatility.

How is JEPI taxed?

80% to 85% of JEPI's dividends are taxed as ordinary income, which means as much as 50% of the yield could go to the IRS if owned in a taxable account where the investor is in the highest tax bracket.

What index is JEPI based on?

The Fund seeks to provide the majority of the returns associated with the Fund's primary benchmark, the S&P 500 Index, while exposing investors to less risk through lower volatility and still offering incremental income.

What is the most secure ETF?

1. Vanguard S&P 500 ETF (VOO 0.49%)

Should you buy SPY or QQQ?

Choosing between QQQ and SPY boils down to your investment goals, risk tolerance and portfolio strategy. If you're looking for an ETF that offers exposure to high growth companies, with a focus on technology and internet-related stocks, then the QQQ that tracks the NASDAQ-100 may be a better option for you.

What ETF most closely tracks the S&P 500?

The State Street SPDR S&P 500 ETF is not only the oldest U.S. listed exchange-traded fund, but it also typically has both the largest assets under management (AUM) and highest trading volume of all ETFs. This alone makes the SPY the mother of all S&P 500 ETFs.

What is Warren Buffett's favorite ETF?

Buffett has long endorsed the S&P 500 ETF, often recommending it to investors. In 2008, he also famously bet that a Vanguard S&P 500 index fund could beat five actively managed hedge funds.

What are the disadvantages of synthetic ETF?

Critics of synthetic funds point to several risks, including counterparty risk, collateral risk, liquidity risk, and potential conflicts of interest. By definition, synthetic ETFs require the involvement of two parties, both of which must live up to their side of the obligation.

What is the total return of the JEPI?

JEPI Total Return Price: 54.64 for May 12, 2023.

Is JEPI good for a taxable account?

If you're looking to get started as a dividend investor with an influx of tax return money, JEPI is a pretty good place to start. While the majority of dividend stocks and dividend ETFs pay dividends on a quarterly basis, this popular ETF pays them each month.

How long do you have to hold an ETF to get a dividend?

These dividends are paid on stock held by the ETF, which must own them for more than 60 days during the 121-day period that begins 60 days before the ex-dividend date.

How long do you have to hold fund to get dividend?

In order for dividends passed through by a fund to be qualified, the fund must first meet the more-than-60-days requirement for the individual securities paying the dividends. Additionally, the owner of the fund must own the fund shares for more than 60 days.

What is Best Buy stock analyst ratings?

The 21 analysts offering 12-month price forecasts for Best Buy Co Inc have a median target of 80.00, with a high estimate of 110.00 and a low estimate of 62.00. The median estimate represents a +13.07% increase from the last price of 70.75.

What is the biggest high dividend ETF?

Top 100 Highest Dividend Yield ETFs
SymbolNameDividend Yield
FLRUFranklin FTSE Russia ETF24696.43%
SOGUAXS Short De-SPAC Daily ETF72.42%
PYPTAXS 1.5X PYPL Bull Daily ETF59.28%
KBAKraneShares Bosera MSCI China A 50 Connect Index ETF50.09%
91 more rows

What is the most successful ETF?

Two of the most popular ETFs include index funds based on the Standard & Poor's 500 index and the Nasdaq 100 index, which contain high-quality businesses listed on American exchanges: Vanguard S&P 500 ETF (VOO), with an expense ratio of 0.03 percent. Invesco QQQ Trust (QQQ), with an expense ratio of 0.20 percent.

Is JEPI active or passive?

Investors are pouring capital into this actively managed derivative income ETF. Here's what you need to know before investing.

Should I trust analyst ratings?

Some Wall Street analyst ratings are highly accurate, meaning their ratings lead to successful returns for investors. However, in the stock market, nothing is truly guaranteed. This means investors want to interpret analyst ratings with a healthy dose of skepticism.

Who is the most successful stock analyst?

Out of more than 7,600 total analysts in the TipRanks database, Needham analyst Quinn Bolton is rated No. 1 based on his stock picking track record. Bolton has an impressive 80% success rate on his stock ratings, and his 434 stock picks have generated an average annual return of 50%.

Who is the most successful stock market analyst?

In addition to being known as "India's Warren Buffet" and "The Big Bull," Rakesh Jhunjhunwala is one of India's most renowned and helpful stock market analysts.

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