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Search resuls for: "JPMorgan Equity"


9 mentions found


☆ Here are 5 ETFs that offer more than 10% yield right now to beat inflation
  + stars: | 2023-02-13 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
JPMorgan Equity Premium Income ETF (Ticker: JEPI) The ETFs that showed up on the screen included JPMorgan's actively managed equity and equity derivative ETF , known by its ticker JEPI. The 30-day SEC yield shows the dividends and interest earned after expenses. VanEck Mortgage REIT Income ETF (Ticker: MORT) The rise in risk-free rates led to the dramatic re-rating of real estate investment trusts in 2022. The ETF tracks the ICE BofA CCC and Lower U.S. High Yield Constrained Index and currently offers a 30-day SEC yield of 13.26%. JPMorgan Nasdaq Equity Premium Income ETF (Ticker: JEPQ) The JPMorgan Nasdaq Equity Premium Income ETF appears to be a riskier alternative to the defensive-leaning JEPI.
☆ This income ETF with an 11% yield is attracting tons of retail investors
  + stars: | 2023-02-09 | by ( Jesse Pound | ) www.cnbc.com   time to read: +2 min
A Feb. 8 note from JPMorgan's quantitative and derivatives strategy team showed funds the with the largest net orders from retail traders last week, and the JPMorgan Equity Premium Income ETF (JEPI) was the sixth ETF on the list. The fund trailed only behind broad index funds like the Invesco QQQ Trust and risk-on offerings like the Ark Innovation ETF . JEPI had a 30-day SEC yield of more than 11%, as of the end of January, according to the fund's website, and its 12-month dividend yield at the end of 2022 was also above 11%. But investors should probably not count on that 11% yield staying around that level for years to come. A commentary on the fund's website suggests that the management team was cautious heading into this year.
☆ Energy funds were among the biggest ETF winners in 2022 — but not exclusively
  + stars: | 2022-12-28 | by ( Jesse Pound | ) www.cnbc.com   time to read: +2 min
In many cases, the energy funds didn't even need leverage to outperform, with plain vanilla sector funds seeing massive gains. The iShares MSCI Turkey ETF has surged in the second half of the year and has a total return of more than 100%. Even with the Turkey outlier, the list overall is still dominated by oil and gas funds, with the VanEck Oil Services ETF (OIH) generating a total return of 65%. The Advocate Rising Rate Hedge ETF (RRH) and FolioBeyond Rising Rates ETF (RISR) also did their job in buoying investors portfolios. On the inflows side, broad market funds from Vanguard and iShares were the big winners, as those two brands continued to dominate the ETF market.
☆ The ETF strategies that have thrived in a down market year
  + stars: | 2022-12-14 | by ( Kevin Schmidt | ) www.cnbc.com   time to read: +4 min
Funds tied to China, like the KraneShares CSI China Internet ETF (KWEB) , have made significant rebounds on the China reopening. "All eyes are on China," Tom Lydon, vice chairman of VettaFi, told Dominic Chu on CNBC's "ETF Edge" on Monday. China aside, fixed income funds are also seeing an end-of-year pop as more investors seek out opportunities for tax-loss harvesting plays. Its income-focused product, GraniteShares HIPS US High Income ETF (HIPS) provides exposure to four of the highest-yielding securities across alternative income: MLPs, REITs, BDCs and closed-end funds. The JPMorgan Equity Premium Income ETF (JEPI) seeks to provide a majority of the returns tied to the S&P 500 Index, while the Nationwide Risk-Managed Income ETF (NUSI) replicates the Nasdaq-100.
☆ JPMorgan says sell energy stocks in tactical trade due to the jump in shares and drop in oil prices
  + stars: | 2022-12-09 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +1 min
JPMorgan equity strategists recommend a tactical trade out of energy stocks because the sector has gained 60% so far this year and crude oil prices are now lower in 2022. Energy stocks rallied this year, with expectations for much higher oil prices. Yet, energy stocks remain sharply higher. "We believe that there is a tactical trade to sell energy stocks (either outright or relative to oil). The Energy Select Sector SPDR Fund , which represents the S & P energy sector, was up 52% for the year, as of Thursday's close.
☆ ETFs tied to emerging markets, Tesla and inverse strategies are bucking a slowdown in trading volume
  + stars: | 2022-12-08 | by ( Bob Pisani | ) www.cnbc.com   time to read: +2 min
Others are blaming the World Cup, and indeed many trading desks seem obsessed with watching every game. But beneath the lower volumes has been some strong activity in many exchange-traded funds, as well as inflows. China is still rallying on the reopening headlines, so emerging market ETFs like KraneShares China Internet (KWEB) have seen inflows. The TSLA Bear 1x ETF (TSLS), which gives you the daily inverse performance of Tesla, has seen big inflows since launching in August. Since October, volumes have exploded as Tesla has moved down on the Twitter deal — it's up 40% since early October.
☆ Expanding equity income strategies in a rising rate environment
  + stars: | 2022-11-23 | by ( Kevin Schmidt | ) www.cnbc.com   time to read: +3 min
The Amplify Enhanced Dividend Income ETF (DIVO ) ranks in the top 5% of all ETFs in terms of inflows in 2022. As dividend ETFs continue to outperform the S&P 500 this year, Todd Rosenbluth of VettaFi said that advisers are consistently seeking alternatives to traditional fixed income — including dividend income strategies and covered call strategies. VettaFi recently surveyed advisers to canvas their views on dividend strategies and discovered a possible shift in how they approach the funds. "Instead of looking at it from an income component that they've historically done throughout 2022 in the rising rate environment, they're now looking for more growth from these strategies," Rosenbluth explained. As a result, VettaFi expects dividend growth products to garner more attention, like the WisdomTree US Quality Dividend Growth ETF (DGRW ) and Vanguard Dividend Appreciation Index ETF (VIG ).
☆ 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.
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