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☆ This type of ETF offers portfolio income along with some complexity. How to determine if it’s right for you
▼ + stars: | 2024-02-15 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

These so-called derivative income funds — which include popular covered-call offerings such as the JPMorgan Equity Premium Income ETF (JEPI) — gathered $22 billion in flows last year , according to Morningstar. "I don't see volatility drying up, especially with where inflation is and this being an election year," said Barry Martin, portfolio manager of the Shelton Equity Income Fund (EQTIX) . "Instead of owning a covered call fund, you can buy a dividend fund that's paying 3% in dividend income," said John Rekenthaler, vice president, research at Morningstar. Be tax conscious: Derivative income funds can bring tax complexity because they can spin out income that's subject to short-term capital gains treatment. Comparison shop: Morningstar labels covered call funds and their ilk as "derivative income funds," but each offering will have its quirks, and this could affect its risk-return profile.

Persons: —, Rob Schultz, JEPI, there's, Barry Martin, EQTIX, Martin, Schultz, Ashton Lawrence, Lawrence, John Rekenthaler Organizations: JPMorgan, Shelton, Income, CFP, Mariner Wealth Advisors, Investors, Morningstar Locations: Encino , California, Greenville , South Carolina

☆ Bitcoin, AI and Magnificent 7: The emerging ETF trends as industry gathers for big conference
▼ + stars: | 2024-02-12 | by ( Bob Pisani | ) www.cnbc.com time to read: +9 min

To grow, the ETF industry has to expand the offerings of active management and devise new ways to entice investors. The big topics in 2024: Bitcoin, AI, Magnificent 7 alternativesIn 2024, the industry is betting that the new crop of bitcoin ETFs will pull in billions. Financial advisors are divided on whether to jump inTen spot bitcoin ETFs have successfully launched. Inflows into bitcoin ETFs to date have been modest, but bitcoin ETFs are being viewed by some advisors as the first true bridge between traditional finance and the crypto community. Jason Pereira, senior partner & financial Planner, Woodgate Financial, is speaking on how financial advisors are using artificial intelligence.

Persons: Matt Hougan, Steve Kurz, David LaValle, Ric Edelman, Edelman, Gary Gensler's, bitcoin, Jason Pereira, Pereira, Roundhill's, Alex Zweber, Eric Veiel, Rowe Price, Brian Portnoy, Neil Bage, feely Organizations: ETF, LIV, Miami, Super, Advisors, JPMorgan, bitcoin, Galaxy, Edelman, Digital Assets, Financial Professionals, SEC, Apple, Microsoft, NVIDIA, China ETF Locations: Fontainebleau, Miami Beach, China, bitcoin

☆ Final Trades: Toast, General Motors, Hercules Capital and JEPI
▼ + stars: | 2024-01-26 | 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 EmailFinal Trades: Toast, General Motors, Hercules Capital and JEPI“Halftime Report” Investment Committee members, Josh Brown, Jenny Harrington, Jim Lebenthal and Bryn Talkington give their top picks to watch for the second half.

Persons: Josh Brown, Jenny Harrington, Jim Lebenthal, Bryn Talkington Organizations: General Motors, Hercules, JEPI, Investment

☆ This is how JPMorgan's massive income ETF can again pull ahead of the stock market
▼ + stars: | 2023-10-17 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +5 min

But as the stock market rally has sputtered, the $29 billion fund is showing promise once again. JEPI YTD mountain JEPI has underperformed the broader market this year but has proved stable in the recent market dip. The downside to the options strategy is that those trades, made through equity-linked notes, can be losers when markets rise. Reiner said that the fund's options income strategy involves selling call options, through equity-linked notes, that have a 30% chance of finishing in the money. JEPI is not the only active income strategy in the JPMorgan ETF lineup.

Persons: JEPI, Hamilton Reiner, that's, Santa Claus, Reiner Organizations: JPMorgan, CNBC, Adobe, Technologies, Honeywell, SEC, Nasdaq Locations: Santa

☆ Wall Street is betting on an active management comeback with new ETF launches
▼ + stars: | 2023-09-28 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +5 min

There were 68 active fund launches in the third quarter as of Sept. 22, compared to 49 indexed fund launches, according to CFRA. Passive funds still make up the majority of the ETF market, and they typically cost less than active products. JEPI, the biggest active ETF, has underperformed the S & P 500 this year but is still attracting new cash. "One of the problems with straightforward active funds, and we do run some straightforward active funds, is that very often ... you are tethered to that broad index, whatever happens to be in that. Abbott's firm launched five new active funds last week, including the Matthews Japan Active ETF (JPAN) .

Persons: Rachel Aguirre, Euan Munro, BNY Mellon, Cooper Abbott, Stephanie Pierce, Dreyfus, Jeremy Grantham's, Abbott Organizations: BlackRock, CNBC, JPMorgan —, Nasdaq, Newton Asset Management, BNY, Matthews Asia, Matthews Japan Active, SEC, Mellon & Exchange, BNY Mellon Investment Management Locations: BALI, BlackRock

☆ New ETF looks to tap hot market for zero-day options
▼ + stars: | 2023-09-14 | by ( Saqib Iqbal Ahmed | ) www.reuters.com time to read: +3 min

Miami-based ETF sponsor Defiance ETFs LLC launched the Defiance Nasdaq-100 Enhanced Option Income ETF on Thursday, the first ETF to use daily options income generation, the ETF sponsor said in a press release. The ETF seeks to tap into the dual popularity of short-dated options contracts and the heightened interest in ETFs that seek to generate income through a combination of selling options and investing in U.S. large cap stocks. Investors have also flocked to ETFs that look to generate income and reduce portfolio volatility by selling options against stocks. One such ETF - the JPMorgan Equity Premium Income ETF (JEPI.P) - has grown its assets to about $29.5 billion from about $12.4 billion a year ago. Defiance ETFs is set to launch two other ETFs - the Defiance S&P 500 Enhanced Options Income ETF and Defiance R2000 Enhanced Options Income ETF , which will employ a similar strategy with exposure to the S&P 500 (.SPX) and the Russell 2000 Indexes (.RUT), respectively.

Persons: Sylvia Jablonski, QQQY, Lois Gregson, Gregson, Russell, Seth Golden, Golden, Saqib Iqbal Ahmed, Richard Chang, Ira Iosebashvili, Daniel Wallis Organizations: Defiance, Investors, JPMorgan, FactSet Research Systems, Finom, Thomson Locations: Miami

☆ A 27-year-old investor building a retirement portfolio of $2 million in 8 years shares why he's heavily buying a fund paying a 12% annualized yield on a monthly basis with tax advantages
▼ + stars: | 2023-09-03 | by ( Laila Maidan | ) www.businessinsider.com time to read: +8 min

As Hankwitz was looking for yields, he came across the NEOS S&P 500 High Income ETF (SPYI). It's also attractive to those who may want to supplement their regular income, Hankwitz said. "Normally, you'll see anywhere between 2 to 4% for most of these dividend stocks," Hankwitz said. "But for a long-term investor like myself, I do want to have that deep exposure to the S&P 500. Global X S&P 500 Covered Call ETF (XYLD) is a similar fund that holds the S&P 500 stocks.

Persons: Austin Hankwitz, Hankwitz, It's, Troy Cates, Cates, it's, XYLD, SPYI, We've Organizations: Medicis, Broadcom, MasterCard, SPYI, JPMorgan, Internal Revenue Service, hasn't, Treasury Locations: SPYI

☆ Use this strategy to generate portfolio income from your stocks as markets rise
▼ + stars: | 2023-07-27 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

An options strategy that's done just right will let you capture appreciation as stocks rise and generate some portfolio income. Enter covered calls. With covered calls, rising markets introduce an element of risk: Sell a covered call against a stock that takes off on a hot streak, and you miss an opportunity. "The Nasdaq 100 has had some incredible runs, and investors missed out on those if they were in the covered calls strategy," Armour said. "In a year like 2022, I'm not sure the Nasdaq 100 covered calls strategy would feel defensive."

Persons: Randy Frederick, Frederick, Bryan Armour, It's, Armour, I'm Organizations: Schwab Center, Financial Research, Corporation, Tech, Nvidia, Meta, Morningstar, JPMorgan Equity, Global, Nasdaq Locations: North America

☆ Income, growth or both? Weighing active ETFs in an up market
▼ + stars: | 2023-07-12 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +2 min

"When you have an up-16% first half of the year, these types of strategies are going to underperform." Arthur explained call writing strategies do typically benefit from a down or flat market but struggle to perform in a rebounding environment. The built-in income-generating options strategies of the JPMorgan Equity Premium Income ETF (JEPI) helped fuel the fund's popularity in 2022. It remains the largest actively managed ETF on the market with nearly $28 billion in assets, but the rebound in growth this year has left the product lagging the broader market. "So, you're not going to keep up with the market with these types of strategies."

Persons: Kim Arthur, Bob Pisani, Arthur, Mike Akins, Pisani, Akins Organizations: Main Management, JPMorgan Locations: CNBC's

☆ ETF Edge, July 10, 2023
▼ + stars: | 2023-07-10 | by ( Bob Pisani | ) www.cnbc.com time to read: 1 min

RELATED VIDEOS21:13 ETF Edge, July 10, 202312:09 Hot trends cool... but still key for rest of '23? Pt 2: International & "Buffered"04:53 Hot trends cool... but still key for rest of '23? Pt 1: JEPI & BUWY04:21 Why Buy-Write ETFs are trending downward this year02:56 Who's using ETFs now? New VettaFi survey05:40 Spot bitcoin update: new insights into the likelihood

Organizations: Edge

☆ Hot trends cool... but still key for rest of '23? Pt 2: International & "Buffered"
▼ + stars: | 2023-07-10 | by ( Bob Pisani | ) www.cnbc.com time to read: 1 min

RELATED VIDEOS12:09 Hot trends cool... but still key for rest of '23? Pt 2: International & "Buffered"04:53 Hot trends cool... but still key for rest of '23? Pt 1: JEPI & BUWY21:13 ETF Edge, July 10, 202304:21 Why Buy-Write ETFs are trending downward this year02:56 Who's using ETFs now? New VettaFi survey05:40 Spot bitcoin update: new insights into the likelihood

Organizations: Edge

☆ Hot trends cool... but still key for rest of '23? Pt 1: JEPI & BUYW
▼ + stars: | 2023-07-10 | by ( Bob Pisani | ) www.cnbc.com time to read: 1 min

RELATED VIDEOS04:53 Hot trends cool... but still key for rest of '23? Pt 1: JEPI & BUYW12:09 Hot trends cool... but still key for rest of '23? Pt 2: International & "Buffered"21:13 ETF Edge, July 10, 202304:21 Why Buy-Write ETFs are trending downward this year02:56 Who's using ETFs now? New VettaFi survey05:40 Spot bitcoin update: new insights into the likelihood

Organizations: Edge

☆ Hot trends cool... but still key for rest of '23? Pt 1: JEPI & BUWY
▼ + stars: | 2023-07-10 | by ( Bob Pisani | ) www.cnbc.com time to read: 1 min

RELATED VIDEOS04:53 Hot trends cool... but still key for rest of '23? Pt 1: JEPI & BUWY12:09 Hot trends cool... but still key for rest of '23? Pt 2: International & "Buffered"21:13 ETF Edge, July 10, 202304:21 Why Buy-Write ETFs are trending downward this year02:56 Who's using ETFs now? New VettaFi survey05:40 Spot bitcoin update: new insights into the likelihood

Organizations: Edge

☆ 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

☆ Two ETF experts reveal their top tech and A.I. plays for 2023's second half
▼ + stars: | 2023-07-08 | by ( Lina Hassen | ) www.cnbc.com time to read: +2 min

ETF experts Todd Sohn and VettaFi's Dave Nadig believe a second winning half is in store for technology and artificial intelligence plays. Sohn, Strategas' ETF and technical strategist, particularly likes Roundhill Generative AI and Technology ETF (CHAT). "What I like about [CHAT] is that it's actively managed," Sohn told CNBC's "ETF Edge" this week. Sohn also recommends Global X Robotics & Artificial Intelligence ETF (BOTZ) for those interested in introducing more industrials into their portfolio. "I like [BOTZ] if you want to get away from tech because you already have tech exposure in your portfolio.

Persons: Todd Sohn, Dave Nadig, Sohn, it's, CNBC's, Nadig, you've Organizations: Technology, Robotics, Intelligence, Microsoft, Apple, Nvidia, RSP, JPMorgan

☆ These are the top equity income ETFs of the first half
▼ + stars: | 2023-06-27 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

The JPMorgan Equity Premium Income ETF (JEPI) attracted a surge of cash last year with its outperformance and yield above 10%, showing that funds that combined equity exposure with income-generating options strategies could find a foothold with investors. QYLG YTD mountain The QYLG ETF has been one of the top equity income ETFs so far this year. JEPI's sister fund, JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) , is also a top performer with a return of more than 22% year to date. Another income-focused fund that is having a big year is the YieldMax TSLA Option Income Strategy ETF (TSLY) , which writes calls on the popular electric vehicle stock. Several ETF issuers are now launching similar products to JPMorgan's popular income fund, giving investors more options to find yield without leaving the equity market.

Persons: JEPI's, Bryn Talkington, JEPI, Sara Levin, Levin Organizations: JPMorgan Equity, Nasdaq, JPMorgan Nasdaq Equity, Global, Schwab U.S, WallachBeth

☆ The year is half over. Here are three considerations to make sure your portfolio is on track
▼ + stars: | 2023-06-13 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Rebalance your portfolio Tech's remarkable bounce in 2023 could result in a significant portfolio tilt toward that sector — and an overconcentration that could hurt in the event there's a downturn. That means it's time to trim down a few of those oversized positions and make sure your asset allocation is properly reflecting your goals. Check in with cash Cash is another asset that requires your attention, especially in an era when investors have a host of options of where keep those funds. Cash you don't need for many years can go right back into your stock portfolio so you can keep ahead of inflation, Pearce said. "Make sure you have an appropriate amount of cash, and make sure you're not sitting on an enormous pile of cash that's doing nothing," he added.

Persons: Jorrell Bland, Josh Brown, Tony Roth, haven't, Wilmington Trust's Roth, Roth, Cash, Jerrod Pearce, Goldman Sachs, Marcus, Pearce, — CNBC's Michael Bloom Organizations: Nasdaq, Federal Reserve, Mitlin, Ritholtz Wealth Management, Wilmington Trust Investment Advisors, JPMorgan Equity, Wilmington, Creative Planning, Bread, Bread Financial, Citizens Financial, Treasury Locations: Wilmington, Treasurys

☆ 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

☆ Microsoft, Ford and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-05-25 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about stocks, bonds and exchange-traded funds during this period of heightened market volatility, including whether to buy, sell or hold individual names. Bryn Talkington of Requisite Capital Management discussed why now is a good time to own the JPMorgan Equity Premium Income ETF ( JEPI) and JPMorgan Nasdaq Equity Premium Income ETF ( JEPQ) . Cerity Partners' Jim Lebenthal explained why Ford is a good hold amid high demand for automobiles. Finally, Jason Snipe of Odyssey Capital Advisors said investors should start a small position in Microsoft . He also discussed when to increase that stake.

Persons: Bryn Talkington, Jim Lebenthal, Ford, Jason Snipe Organizations: CNBC Pro, Management, JPMorgan, JPMorgan Nasdaq Equity, Cerity Partners, Odyssey Capital Advisors, Microsoft

☆ JPMorgan's massively popular income ETF is getting beat by its own sister fund
▼ + stars: | 2023-05-14 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

Investors are still jumping into the fund in 2023, pushing its total assets to about $26 billion. Through May 11, the fund has a total return of just 3.4% year to date, underperforming the S & P 500. Meanwhile, its sister fund, JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) , has been a big winner for investors. That fund has returned more than 17% this year, and its 30-day SEC yield is nearly 14%, as Nasdaq stocks have outperformed the S & P 500. "More volatile means you're going to get more potential upside by selling a farther-out-of-the-money call, and more income," Reiner said.

☆ Actively managed funds come with unique risks and rewards. Here's how investors can pick a winner
▼ + stars: | 2023-04-28 | by ( Sarah Min | ) www.cnbc.com time to read: +5 min

Still, actively managed funds can have a better chance of outperforming during periods of volatility. Actively managed funds have historically underperformed passive strategies, but 2022 was a better year than most for stock pickers . As investors navigate another uncertain year in markets, actively managed funds could add differentiated performance to their portfolios – if traders choose carefully. Actively managed funds can help diversify portfolios, but investors will have to do their due diligence, she said. Other interesting strategies within actively managed funds include long-short and total return strategies, according to Bellis.

☆ This ETF with a yield of almost 10% faces big earnings tests this week
▼ + stars: | 2023-04-12 | by ( Jesse Pound | ) www.cnbc.com time to read: +2 min

The first wave of first-quarter earnings will put two of the biggest holdings of a red-hot ETF under the microscope. The JPMorgan Equity Premium Income ETF (JEPI) , which uses stock selection to find value plays and equity-linked notes to generate additional yield, has a 12-month rolling dividend yield of more than 11% and a 30-day SEC yield of 9.59%. But stock selection is still a big part of JEPI's performance, and earnings season can put that to the test. Two of the fund's top holdings, as of Tuesday, are set to report earnings this week: Progressive and UnitedHealth . Moreover, the Mayfield, Ohio-based Progressive only accounts for 0.25% in the SPDR S & P 500 ETF Trust (SPY) , but has a 1.6% weighting in JEPI.

☆ Time for a buffer? Defined outcome strategies in a down market
▼ + stars: | 2023-04-12 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +3 min

Buffer ETFs, which are encompassed by defined outcome funds, offer participation in stocks or bonds while maintaining a level of downside protection — protection usually paid for by a cap level on potential upsides. For investors easing into the defined outcome ETF space, Day said, the Innovator Defined Wealth Shield ETF (BALT) is the more conservative strategy. "Every time the market has corrected the 20% buffer, BALT has really guarded investors against losses," Day said. But to counter those concerns, Sohn explained, market volatility in recent years has created an environment tailored for buffer ETFs to prevail. Now you're seeing options-related strategies to get that income through the equity market."

☆ ETF outlook: Why Wall Street strategists aren't chasing a growth stock trade just yet
▼ + stars: | 2023-04-01 | by ( Jesse Pound | ) www.cnbc.com time to read: +6 min

The rally in growth and tech stocks in the first quarter caught much of Wall Street off-guard, but many ETF strategists are sticking to their call and not chasing the hot sectors quite yet. The big winners in the stock market during the first quarter were found among growth stocks. QQQ YTD mountain Growth stocks rebounded in the first quarter. One area that is popular among value investors is income funds, which can help investors offset market declines by generating cash. To be sure, the iShares strategy team has an improving view of growth stocks, at least in high quality names.

☆ 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%.

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