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JEPI - 2 Lake - 1 CNBC's - 1 you've - 1 Todd Sohn - 1 that's - 1 outperforming - 1 JEPI's - 1
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JPMorgan - 2 JPMorgan Nasdaq Equity - 2 ETF Solutions - 1 Securities - 1 Securities and Exchange - 1 State - 1 BlackRock - 1 Street - 1

Search resuls for: "ETF Solutions"


7 mentions found


☆ Why now may be the time to own corporate bonds
  + stars: | 2023-10-07 | by ( Meredith Mutter | ) www.cnbc.com   time to read: +1 min
There may be advantages to owning corporate bonds right now. JPMorgan's Bryon Lake believes his firm's Ultra-Short Income ETF (JPST) is ideal for those looking to make money outside the volatile stock market. "Some of the corporates got higher quality than the U.S. government [bonds] right now," he told CNBC's "ETF Edge" this week. Lake, JPMorgan's global head of ETF Solutions, also sees the firm's active management strategy as an advantage of owning the JPST. Strategas Securities' Todd Sohn also likes corporate bonds, citing the the monetary policy backdrop.
Persons: Lake, CNBC's, you've, Todd Sohn Organizations: ETF Solutions, Securities Locations: U.S
☆ Active funds are powering JPMorgan's ETFs past rivals. Here's why it may continue
  + stars: | 2023-07-08 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +4 min
Active ETFs have attracted $100 billion of net inflows over the past 12 months, according to a report from State Street. The growth of active ETFs could help other Wall Street firms take on the industry's dominant players. Some smaller JPMorgan active equity funds that have brought in cash this year include JPMorgan Active Value ETF (JAVA) and the JPMorgan Active Growth ETF (JGRO) . Two-thirds of U.S.-centric active funds fell short of their relevant indexes in the first half, according to a report from Morningstar. Active funds did fare better than passive funds in many categories, like small cap growth — perhaps a more fair comparison, given that passive funds do include fees and trading costs — but underperformed significantly in the popular large-cap blend category, according to data from Morningstar Direct.
Persons: that's, JEPI, outperforming, JEPI's Organizations: Securities and Exchange, State, JPMorgan, BlackRock, Street, JPMorgan Asset Management, JPMorgan Nasdaq Equity, Value, Growth, Capital, Morningstar, Morningstar Direct
☆ Copycats are coming for JPMorgan's high-yield ETFs. Here's what's next for the popular funds
  + stars: | 2023-06-06 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +3 min
Goldman Sachs filed last week to launch two similar funds: the Goldman Sachs U.S. Equity Premium Income ETF and the U.S. Tech Index Equity Premium Income ETF. Some other funds that use some form of a covered call strategy similar to JPMorgan's approach with equity linked notes are already on the market. The JPMorgan funds both have an expense ratio of 0.35%. However, even a fund that did exactly that would likely not be an option for some financial advisers until it had an established track record, giving the JPMorgan funds a big head start. The competition is coming even as the rally for growth stocks has dulled some of the allure for the JPMorgan funds.
Persons: JEPI, Goldman Sachs, Hamilton Reiner, Goldman, Reiner Organizations: JPMorgan Equity, JPMorgan Nasdaq Equity, SEC, JPMorgan, Goldman Sachs U.S, Equity, U.S . Tech, JEPI, Morgan Asset Management, Trust Locations: U.S, JEPQ
☆ How an ETF with an 11% yield shows a growing use case for active strategies
  + stars: | 2023-03-08 | by ( Jesse Pound | ) www.cnbc.com   time to read: +4 min
The JPMorgan Premium Equity ETF (JEPI) has a 12-month rolling dividend yield over 11%, and its 30-day SEC yield was just under that mark as of the end of February. The biggest funds in the market track indexes, like the S & P 500, and give investors market returns minus fees. But 2022 was a surprisingly good year for active managers , and active ETFs gained some share against their passive counterparts. The JPMorgan Ultra-Short Income ETF (JPST) has also been popular this year, with $1 billion of inflows and a 30-day SEC yield above 4%. Among the firm's smaller active fixed income funds, the Core Plus Bond ETF (JCPB) has a roughly similar yield, while the Income ETF (JPIE) yields above 6%.
☆ Stability in a volatile market? Inside an S&P 500 ETF delivering double-digit percentage dividends
  + stars: | 2022-11-05 | by ( Noah Sheidlower | ) www.cnbc.com   time to read: +2 min
Investors may want to consider JPMorgan's Equity Premium Income Fund ETF in order to get more reliable gains in the current volatile market environment. According to the firm, the ETF uses S&P 500 options and proprietary data to generate monthly income for investors. The goal is to provide investors with income even when market uncertainty is high. The JPMorgan Equity Premium Income Fund ETF is outperforming the S&P 500 year to date. The ETF is down almost 15% while the S&P is off about 21%.
☆ Bond-based ETFs entice balance-seeking investors
  + stars: | 2022-11-03 | by ( Kevin Schmidt | ) www.cnbc.com   time to read: +3 min
Lake runs the JPMorgan Ultra-Short Income ETF (JPST) , which is currently the largest actively managed ETF in the world. "Investors are using JPST as a place to hide out while they wait for the market to find its footing," he said. The actively managed ETF invests primarily in a diversified portfolio of short-term, investment grade fixed-and floating-rate corporate and structured debt. "But when you're looking at a passive kind of fixed income benchmark, that's not exactly how investors really think about investing in bonds." Traders investing in bond ETFs, according to Lake, are looking for a fund that will balance a portfolio and offer yield with a low correlation to equities.
☆ ETF Edge: The driving force behind JPST
  + stars: | 2022-10-31 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailETF Edge: The driving force behind JPSTCNBC's Bob Pisani joins 'Halftime Report' with JPMorgan Global head of ETF Solutions Bryon Lake to discuss JPMorgan's ultra-short income ETF.
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