JPMorgan Equity Premium Income ETF
Best for income investors seeking high monthly cash flow willing to sacrifice some upside potential.
JEPI generates high income by combining dividend-paying large-cap stocks with an options overlay strategy. The fund writes covered calls on a portion of the portfolio to generate premium income, paid monthly to shareholders. Trade-off: capped upside potential in strong bull markets. Best for income-focused investors comfortable with limited growth.
| Company | Weight |
|---|---|
| Microsoft Corp | 5.8% |
| Meta Platforms | 5.2% |
| Amazon.com Inc | 4.9% |
| Alphabet Inc | 4.6% |
| Nvidia Corp | 4.3% |
| Visa Inc | 3.8% |
| Mastercard Inc | 3.5% |
| UnitedHealth Group | 3.2% |
| Home Depot | 3.0% |
| Procter & Gamble | 2.9% |
| Year | Annual Dividend | Growth |
|---|---|---|
| 2025 | $5.12 | +-4.8% |
| 2024 | $5.38 | +-9.6% |
| 2023 | $5.95 | +21.7% |
| 2022 | $4.89 | +41.7% |
| 2021 | $3.45 | -- |