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☆ These funds aim to multiply the market's dividend yield. How they stack up to competitors
▼ + stars: | 2024-09-24 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +5 min

The funds target distributions equal to six times the dividend payouts on the Nasdaq-100 Index and four times the S & P 500 dividend, respectively. The idea behind the Pacer funds is that the funds will capture more of that upside during market rallies, according to Sean O'Hara, president at Pacer ETF Distributors. The QDPL's website currently shows a distribution yield of 5.79%, or more than four-times the roughly 1.3% dividend yield on the S & P 500, according to YCharts.com. The dividend futures could also see bigger gains if more companies in the index decide to start paying dividends. To be sure, the dividend futures contracts could also decrease in value during times of economic stress.

Persons: Sean O'Hara, O'Hara, QDPL, Dow, Apple Organizations: Nasdaq, —, ETF Distributors, Schwab, Equity, Dow Jones, CME Group, Pacer, SEC, Microsoft

☆ Low volatility ETFs have outperformed the market in this summer swoon. Here's what to know
▼ + stars: | 2024-08-13 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +6 min

To start, the major funds that are marketed as "low volatility" or "minimum volatility" have been living up to the label. JPMorgan Asset Management has been a leader in this area, with Equity Premium Income ETF (JEPI) and Nasdaq Equity Premium Income ETF (JEPQ) now holding more than $48 billion in combined assets, according to FactSet. Another area is preferred stock funds. The biggest preferred stock ETF, the iShares Preferred & Income Securities ETF (PFF) , has gained 0.5% in the third quarter, though it has dipped 1.4% over the past month. "And those call features of a growing part of the preferred market has also helped in terms of the rate volatility and the impact."

Persons: Robert Hum, It's, it's, Hum, Yang Tang, John Burrello, Gary Kessler, Dodd Frank, Kessler Organizations: Trust, JPMorgan Asset Management, Nasdaq Equity, Nasdaq, Income Securities ETF, Goldman Sachs Asset Management, Preferred, Hybrid Securities, Federal Reserve Locations: BlackRock

☆ Final Trades: Keurig Dr Pepper, Gilead, BlackRock & JEPQ
▼ + stars: | 2024-06-25 | 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: Keurig Dr Pepper, Gilead, BlackRock & JEPQThe Investment Committee discuss their top stocks to watch for the second half.

Persons: Dr Pepper Organizations: Investment Locations: Gilead, BlackRock

☆ A 27-year-old investor building a $2 million retirement portfolio in 8 years shares the index fund he's buying that pays a 14% annual yield in a tax-efficient way
▼ + stars: | 2024-04-20 | by ( Laila Maidan | ) www.businessinsider.com time to read: +4 min

His brokerage account mainly holds dividend and technology stocks and an S&P 500 index fund. AdvertisementHe also began buying the NEOS S&P 500 High Income ETF (SPYI), which launched in August 2022. It also beat out similar funds, such as the JP Morgan Equity Premium Income ETF and the Global X S&P 500 Covered Call ETF, throughout 2023. Portfolio VisualizerFor this reason, he decided to bet on an ETF similar to SPYI that went live in January 2024: the NEOS Nasdaq-100 High Income ETF (QQQI). It's also subject to the 60/40 tax rate, which means that only 40% of the fund's gains are subject to the higher short-term capital gains tax rate.

Persons: —, Austin Hankwitz, Roth, Ethereum, Hankwitz, it's, It's, Austin Organizations: Service, Business, Morgan, Nasdaq, SPYI, JPMorgan Nasdaq Equity

☆ Final Trades: Shake Shake, Fortinet, BlackRock and JEPQ
▼ + stars: | 2024-02-22 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Shake Shake, Fortinet, BlackRock and JEPQToday’s “Halftime Report” Investment Committee, Bryn Talkington, Stephanie Link, Jim Lebenthal and Josh Brown give their top picks to watch for the second half.

Persons: JEPQ Today’s, Bryn Talkington, Stephanie Link, Jim Lebenthal, Josh Brown Organizations: Investment Locations: BlackRock

☆ Final Trades: JEPQ, Marathon Petroleum, Caterpillar, IWM
▼ + stars: | 2024-02-09 | 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 EmailFinal Trades: JEPQ, Marathon Petroleum, Caterpillar, IWMToday’s “Halftime Report” Investment Committee, Bryn Talkington, Jason Snipe, Jim Lebenthal and Kevin Simpson give their top picks to watch for the second half.

Persons: Today’s, Bryn Talkington, Jason Snipe, Jim Lebenthal, Kevin Simpson Organizations: Marathon Petroleum, Caterpillar, 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

☆ 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

☆ 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

☆ 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

☆ 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.

☆ 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.

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