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jeip - jp morgan equity premium income suite of products
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MrBatch
Posted: 07 January 2025 22:13:33(UTC)
#1

Joined: 22/02/2021(UTC)
Posts: 234
Alot of talk about income production on the forums of late.

Jeip is the GBP share class of JP Morgan big success JEPI fund which gives "low volatile"equity exposure- really !!! to S&P500 and covered options calls to produce big yields .

https://am.jpmorgan.com/...ty-premium-income-etfs/

Any thoughts / people using ?

Nasdaq one JEQP (gbp) and JEGP global equity are also now available on ii at least
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Dexi
Posted: 08 January 2025 15:27:28(UTC)
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I couldn`t find any charts for these to compare against a cheap global ETF , so can`t really comment . My experience with funds that produce a high income via writing call options is that they underperform , so I sold mine .
Maybe something like JGGI that pays a lower income but with a better total return would be a safer bet ?
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2 users thanked Dexi for this post.
MrBatch on 08/01/2025(UTC), dlp6666 on 09/01/2025(UTC)
MrBatch
Posted: 08 January 2025 19:37:37(UTC)
#3

Joined: 22/02/2021(UTC)
Posts: 234
Dexi;330442 wrote:
I couldn`t find any charts for these to compare against a cheap global ETF , so can`t really comment . My experience with funds that produce a high income via writing call options is that they underperform , so I sold mine .
Maybe something like JGGI that pays a lower income but with a better total return would be a safer bet ?


@Dexi,

Guess it depends why one holds in a PF - low vol equity with some good income ( maybe these work) or more balanced income/growth ( maybe jggi here).

I may use to higher my current nett equity of 32% but with some eyes on income & lower vol than standard sp500/nasdaq if they indeed are really lower vol.

Nasdaq fund is biggest JEQP at 692m but with 102 constituents ( nasdaq100) it cant really be low volatile on equity side as seemingly full 100 inclusion - maybe % weights are very different ?

The global fund JEGP is 290m aum with dev and em in it 249 holdings that only has 20% tech, 15% finance and 16% health and 11% consumer staples - last 2 could be good if equity tech downturn or inflation returns and top 10 look far less growth stocks

US equity fund JEIP is currently small fund 20m aum but with intesting top 10

NVIDIA Corp. 2.62%
Microsoft Corp. 2.38%
Amazon.com, Inc. 2.09%
The Southern Co. 1.97%
Meta Platforms 1.96%
AbbVie, Inc. 1.77%
Apple 1.75%
Mastercard, Inc. 1.73%
Progressive 1.71%
Trane Technologies 1.69%
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Dexi on 09/01/2025(UTC)
MarkSp
Posted: 08 January 2025 20:31:03(UTC)
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Joined: 02/02/2020(UTC)
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I have 3500 of these (JEGP)

I am not expecting a lot of capital growth but the dividend is useful Given a choise over this and the standard UK equity income........I prefer this one - looks like it is yielding about 7%and it does seem to be global and relatively well damped versus my other stuff

Currently I reinvest the divis It is a bit of annuity BUT the portfolio looks interesting, i took the trouble to go through it. It

WETF and EWSP are accumulation. FQDN is about 1% yield and FTWG has a dividend but blink and you will miss it. For me it gives a yield out of my globals pot and gives a broad income stream

I am lining up for retirement and this helps to generate a "natural yield" that will keep the woldf from the door and lets me hold 0 yielders elsewhere.

AJBELL added tJEGP and JEIP to the platform and turned on regular investment for me too. They are nice.
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3 users thanked MarkSp for this post.
MrBatch on 08/01/2025(UTC), Newbie on 08/01/2025(UTC), Dexi on 09/01/2025(UTC)
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