Jepi

Medalist rating as of Sep 26, jepi, Morgan Equity Premium income takes a nuanced approach to covered calls that delivers high income while reducing jepi risk.

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Jepi

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JEPQ takes a similar approach to JEPI, selling one-month, out-of-the-money call options to generate income and paying a monthly dividend to its holders investors should be aware that these distribution payments can vary from month to month. JEPQ holds 81 stocks, and its top 10 holdings account for Beyond the magnificent seven, the rest of the fund includes many other large-cap growth stocks, including plenty of software names and semiconductor companies. There are also positions in a few Nasdaq-listed consumer staple stocks, such as Costco, Pepsico, and Mondelez. However, it has a strong total return of As is the case with JEPI, investors should consider the fact that to achieve this high yield, some sacrifices need to be made. By selling covered calls to generate income, JEPQ likely forgoes some upside when the stocks it holds are surging.

Jepi

Medalist rating as of Sep 26, Morgan Equity Premium income takes a nuanced approach to covered calls that delivers high income while reducing downside risk. The fund uses equity-linked notes, or ELNs, that mimic the profits from writing call options instead of shorting the options themselves. ELNs carry additional counterparty risk, but the team at J.

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Raffaele Zingone runs the equity sleeve on this fund, leveraging more than three decades of his equity investing experience. ELNs carry additional counterparty risk, but the team at J. Webinar Center. Progressive Corp. Large Value ETFs. Total Dividend Calendar. The fund loses the ability to recognize a portion of the premiums as long-term capital gains, whose tax rate is more favorable. Meta Platforms Inc Class A. Daily Analyst Ratings. My Portfolio. This often results in gains on the equity sleeve being treated as short-term capital gains and precludes equity dividends from a reduced tax rate for qualified dividends.

The Fund seeks current income while maintaining prospects for capital appreciation.

The defensive equity sleeve targets a 0. This turns call premiums, which are taxed as capital gains, into interest income, which is taxed as ordinary income. Total In addition, this structure avoids the straddle or mixed-straddle tax identification that most peers have. Prior to joining J. International Equity. Top-Performing Corporate Insiders. Corporate Bond ETFs. Financial Services. Close Full Analysis.