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Search resuls for: "Hamilton Reiner"


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☆ Want to dodge the market volatility and capture the upside? This JPMorgan ETF's manager reveals how he's doing it
  + stars: | 2024-11-07 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
The JPMorgan Asset Management's U.S. fund, already the largest active ETF in the world, returned 21.5% in 2021, including 8.15% as income. In 2022, when the S & P 500 index nearly fell into a bear market, the fund lost just 3.5% in value. Over the past couple of years, the fund has returned 7% to 9% in income on top of capital appreciation. Spence stressed that JPMorgan did not intentionally time its entry into Europe on one of the most volatile weeks of the year for global markets. One such fund is Global X's covered call ETF XYLD , which marginally outperformed JPMorgan's JEPI over the past two years.
Persons: Donald Trump's, JEPI, Hamilton Reiner, Travis Spence, Spence, Reiner Organizations: JPMorgan, JPMorgan Asset Management's, CNBC, London Stock Exchange, Deutsche Borse, Six Swiss, Asset Management, U.S, Presidential, Global Locations: Europe, Germany, U.S, London, Netherlands, Italy, Switzerland
☆ 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
☆ The minds behind JPMorgan's AI-driven ETF share the high-yielding strategy that's helped it beat 94% of its human-powered peers this year — and the 7 investments they're making now
  + stars: | 2023-08-22 | by ( James Faris | ) www.businessinsider.com   time to read: +7 min
The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) is dominating the competition. Of course, Reiner and his colleagues, Eric Moreau and Andrew Stern, aren't complaining about their fund's 22.6% rise in 2023. It's hard to poke holes in JPMorgan's growth-focused income ETF. JPMorgan's income-focused ETF uses an AI model that gathers and sorts through a treasure trove of information, especially financial statements, to help find suitable investments. Other than putting a premium on income and using AI to find standout stocks, a pair of traits that make JPMorgan's income ETF sing are its transparency and its liquidity.
Persons: Hamilton Reiner, Reiner, Eric Moreau, Andrew Stern, aren't, what's, it'll, Morningstar, —, I'm, Moreau, Stern didn't, they've, Bonds, — it's, it's, Moreau spotlighted, he's Organizations: JPMorgan Nasdaq Equity, Nasdaq, JPMorgan, NXP Semiconductors, NextEra Energy, NextEra Locations: Netherlands, Florida
☆ 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
☆ 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.
☆ 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.
☆ ETF edge with JPMorgan's Hamilton Reiner
  + stars: | 2023-01-09 | 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 with JPMorgan's Hamilton ReinerHamilton Reiner, JPMorgan asset manager, joins the 'Halftime Report' to discuss active management of ETFs, the importance of fundamentals for fund managers and the potential for a soft landing.
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