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JPMorgan Equity Premium Income ActiveETF JEPI

Morningstar Medalist Rating
Medalist Rating as of | See JPMorgan Investment Hub

Morningstar’s Analysis JEPI

Will JEPI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JEPI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JEPI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JEPI’s parent organization’s priorities and whether they’re in line with investors’ interests.

J.P. Morgan Equity Premium income takes a nuanced approach to covered calls that delivers high income while reducing downside risk.

null Morningstar Manager Research

Morningstar Manager Research

Summary

This fund’s incremental improvements on a basic covered-call strategy make it a solid option in the derivative income Morningstar Category, though income from covered calls generally isn’t tax-efficient.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JEPI

More JEPI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Equity Premium Income ETF

99.64 84.1 Mil
—

Net Cash

0.36 301,930
Cash and Equivalents