Skip to main content

JPMorgan Equity Premium Income Active ETF

JEPIJPMAM / PerpetualLast updated: Dec 25

What JEPI does

The JPMorgan Equity Premium Income Active ETF (JEPI) is designed to provide investors with regular income by investing in a diversified portfolio of large-cap U.S. stocks. Unlike traditional ETFs that track an index, JEPI actively selects stocks based on their potential to generate income and uses options strategies to enhance returns. This approach aims to deliver a steady income stream while also offering some growth potential, making it suitable for investors looking for both income and capital appreciation. With a management fee of 0.40%, JEPI offers a cost-effective way to access professional management and a unique investment strategy.

Management Fee

0.40%

Distribution Yield

6.96%

Fund Under Management

$173M

+6.67M

Monthly Liquidity

5.09%

Spread

0.24%

Last Price

...

Product Type

Active

Monthly fund flows

Monthly Flow

+$3.44M

12-Month Flow

+$73.8M

Trading Activity

Transacted Value

$9M

Volume

167,523

Number of Trades

1,109

Monthly Liquidity

5.09%

Performance

1 Month

2.44%

1 Year

1.48%

3 Year

8.82%

Total Return

Share Price Chart

Related ETFs

Resources

Should you buy JPMorgan Equity Premium Income Active ETF right now?

While JEPI looks interesting right now, our experts have just put together a full report on the ultimate ASX investment portfolio - designed for growth and passive income.

Join the Rask weekly investment newsletter to get the names, right now