JEPI: I'm Downgrading My Investment Thesis As There Are More Attractive Income Funds

Summary

• JEPI remains a solid income-focused ETF, but recent performance lags behind newer, innovative competitors in both yield and capital appreciation.
• I am downgrading my rating on JEPI from very bullish to neutral due to its underperformance versus alternatives like SPYI, QQQI, and QDVO.
• While I still hold JEPI for its income, I am not adding to my position until it demonstrates improved returns relative to peers.
• JEPI’s track record is strong, but I recommend exploring other ETFs with better recent performance for both income and growth potential.

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The JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) has become an investor favorite as its assets under management (AUM) have grown to $41.14 billion. JEPI has lived up to its expectations as an income-focused ETF generating recurring income over the years. JEPI

Analyst’s Disclosure:I/we have a beneficial long position in the shares of JEPI, JEPQ, QQQI, SPYI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters. Just because something may be an enticing investment for myself or someone else, it may not be the correct investment for you.