<ul>
<li>如果你相信市场在可预见的未来将会横盘，投资于收益型 ETF。</li>
</ul>
<ul>
<li>JEPI 的收益率超过 7%，并投资于标准普尔 500 指数的顶尖公司。</li>
</ul>
<ul>
<li>你在退休方面是领先还是落后？SmartAsset 的免费工具可以在几分钟内将你与财务顾问匹配，帮助你今天回答这个问题。每位顾问都经过严格筛选，必须以你的最佳利益为重。不要再浪费时间；点击这里开始。</li>
</ul>
<p>随着投资者担心 “黑色星期一” 和即将到来的经济衰退，现在是多元化投资组合和寻找被动收入来源的最佳时机。对于那些预计市场在未来几个月将横盘交易的人来说，高收益交易所交易基金（ETF）可能是理想的选择。该 ETF 不仅有助于建立多元化的蓝筹股投资组合，还能确保即使市场没有大幅上涨，它们也能保持高收益。摩根大通以多种能够为投资者创造被动收入的 ETF 而闻名，其中之一就是 <strong>J.P. Morgan Equity Premium Income ETF</strong>（NYSEARCA:JEPI）。</p>
<h2>什么是 JEPI？</h2>
<p>摩根大通股权溢价收益 ETF 提供每月分红，并投资于 130 只股票。该基金投资于标准普尔 500 指数的股票，并且是一种覆盖看涨期权的 ETF。它们的运作方式与传统 ETF 不同。相反，该基金将出售指数的看涨期权，并通过此产生溢价。它将结合股票和看涨期权的敞口，以产生溢价和稳定的股息。该基金的股息收益率为 7.5%，在过去五年中上涨了 14%。通过 JEPI，投资者可以获得定期的月度回报和一组精英股票。它的净资产值为 52.14 美元，今年迄今下跌了 9.31%。然而，如果你是一个享受每月被动收入的人，这个基金可能是你最好的选择。</p>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg"/></p>
<p>该基金的持仓包括：</p>
<ul>
<li>信息技术：13.9%</li>
<li>金融：13.4%</li>
<li>医疗保健：12.3%</li>
<li>工业：12.1%</li>
</ul>
<p>其最大持仓包括 Visa Inc.、Progressive Corp、Mastercard Inc.和 Southern Company。它还拥有一些 “七大巨头”，包括微软、英伟达和亚马逊。以下是被动收入投资者喜爱该 ETF 的五个有力理由。</p>
<h2>稳健的业绩记录</h2>
<p>如果你在寻找一只业绩记录强劲且波动性低的 ETF，JEPI 一次又一次地证明了它的价值。自年初以来，该基金的表现（-9.31%）优于标准普尔 500 指数（-13.54%）和纳斯达克 100 指数（-19.15%）。尽管处于亏损状态，该基金仍然保持了稳定，投资者应考虑到当前市场情绪充满波动。这时，像 JEPI 这样的高收益基金将对你的投资组合产生重大影响。简而言之，无论市场如何波动，该基金都将提供稳定的回报和低波动性。</p>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/11/shutterstock-2531239303-huge-licensed-scaled.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/11/shutterstock-2531239303-huge-licensed-scaled.jpg"/></p>
<h2>为投资者提供稳定收入</h2>
<p>JEPI 在市场波动时期也能提供稳定的回报。由于收入来自于溢价而非股票股息，因此其可靠性极高。覆盖看涨期权的 ETF 将提供的收益和收入略高于传统 ETF。</p>
<p>尽管收益会因利率变化或市场波动而波动，但它仍确保在 5% 到 8% 的范围内提供稳定的支付。自 2020 年推出以来，其平均年回报率为 12.41%。该收益远高于传统的股息 ETF 和国债。</p>
<h2>理想的收入与增长结合</h2>
<p>与普遍看法相反，摩根大通股权溢价收益基金并不是基于股息收益率构建的。相反，其每月的股息收入来自于所持股票的溢价。这使其与其他提供高收益的 ETF 有所不同。它还确保该基金不会过于集中于某个特定行业，从而降低了行业特定风险。</p>
<p>此外，它并不是一个充满高股息支付公司的基金，因此如果股息被削减，低收益的风险较小。因此，该 ETF 是收入与资本增值的理想结合。它将提供对股票的敞口，而不必单纯依赖股息收益率。</p>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/11/Untitled-design-2024-12-05T105635.384.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/11/Untitled-design-2024-12-05T105635.384.jpg"/></p>
<h2>低波动性</h2>
<p>由于 JEPI 持有大盘股，因此它们具有低风险和良好的回报特性。这使得它们能够在低波动性下实现更高的回报。此外，主动管理在风险回报比方面也起着重要作用。</p>
<h2>低成本</h2>
<p>JEPI 的费用比率为 0.35%，对于一只主动管理的基金来说被认为是有利的。这也意味着你只需从回报中支付少量费用。尽管其净资产值今年可能不会持续增长，但即使市场下跌，该基金也将确保每月提供高收益。</p>
<p>这篇文章《摩根大通的高收益 JEPI ETF - 被动收入投资者喜爱的五个理由》最早出现在 24/7 Wall St.上。</p>

摩根大通

<p>摩根大通的股票溢价收入 ETF（JEPI）在被动收入投资者中越来越受欢迎，尤其是在经济衰退的担忧中。JEPI 的收益率超过 7%，专注于标普 500 指数的顶尖公司，提供每月分红，并结合股票和看涨期权来产生收入。尽管年初至今下跌了 9.31%，但它的表现优于标普 500 和纳斯达克 100。JEPI 以其稳定的回报、低波动性以及理想的收入与增长组合而受到关注，使其成为在不确定市场条件下多元化投资组合的强有力选择</p>

<ul>
<li>If you believe that the market will move sideways for the foreseeable future, invest in an income ETF.</li>
</ul>
<div class="lb-trans"><ul>
<li>如果你相信市场在可预见的未来将会横盘，投资于收益型 ETF。</li>
</ul>
</div><ul>
<li>JEPI enjoys a yield higher than 7% and invests in the top S&amp;P 500 companies.</li>
</ul>
<div class="lb-trans"><ul>
<li>JEPI 的收益率超过 7%，并投资于标准普尔 500 指数的顶尖公司。</li>
</ul>
</div><ul>
<li>Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don’t waste another minute; get started by clicking here.</li>
</ul>
<div class="lb-trans"><ul>
<li>你在退休方面是领先还是落后？SmartAsset 的免费工具可以在几分钟内将你与财务顾问匹配，帮助你今天回答这个问题。每位顾问都经过严格筛选，必须以你的最佳利益为重。不要再浪费时间；点击这里开始。</li>
</ul>
</div><p>With investors worrying about a “Black Monday” and an upcoming recession, now is the best time to diversify your portfolio and look for ways to generate passive income. A high-yield Exchange Traded Fund can be an ideal choice for those who expect the market to trade sideways for the coming months. The ETF will not only help build a diversified portfolio of blue-chip stocks but will also ensure that they maintain high yields even if the market doesn’t appreciate much. JPMorgan is known for several ETFs that can generate passive income for investors and one such ETF is the <strong>J.P. Morgan Equity Premium Income ETF</strong>(NYSEARCA:JEPI).</p>
<div class="lb-trans"><p>随着投资者担心 “黑色星期一” 和即将到来的经济衰退，现在是多元化投资组合和寻找被动收入来源的最佳时机。对于那些预计市场在未来几个月将横盘交易的人来说，高收益交易所交易基金（ETF）可能是理想的选择。该 ETF 不仅有助于建立多元化的蓝筹股投资组合，还能确保即使市场没有大幅上涨，它们也能保持高收益。摩根大通以多种能够为投资者创造被动收入的 ETF 而闻名，其中之一就是 <strong>J.P. Morgan Equity Premium Income ETF</strong>（NYSEARCA:JEPI）。</p>
</div><h2>What is JEPI?</h2>
<div class="lb-trans"><h2>什么是 JEPI？</h2>
</div><p>JPMorgan Equity Premium Income ETF offers a monthly payout and invests in 130 stocks. The fund invests in S&amp;P 500 stocks and is a covered call ETF. They do not work like traditional ETFs. Instead, the fund will sell call options on an index and generate a premium through it. It will combine equity and call option exposure to generate premiums and steady dividends. The fund enjoys a dividend yield of 7.5% and has soared 14% in the past five years. With JEPI, investors get regular monthly returns and a portfolio of elite names. It has an NAV of $52.14 and is down 9.31% year-to-date. However, if you are someone whoenjoys monthly passive income, this fund could be your best choice.</p>
<div class="lb-trans"><p>摩根大通股权溢价收益 ETF 提供每月分红，并投资于 130 只股票。该基金投资于标准普尔 500 指数的股票，并且是一种覆盖看涨期权的 ETF。它们的运作方式与传统 ETF 不同。相反，该基金将出售指数的看涨期权，并通过此产生溢价。它将结合股票和看涨期权的敞口，以产生溢价和稳定的股息。该基金的股息收益率为 7.5%，在过去五年中上涨了 14%。通过 JEPI，投资者可以获得定期的月度回报和一组精英股票。它的净资产值为 52.14 美元，今年迄今下跌了 9.31%。然而，如果你是一个享受每月被动收入的人，这个基金可能是你最好的选择。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg"/></p>
<p>The fund holding consists of:</p>
<div class="lb-trans"><p>该基金的持仓包括：</p>
</div><ul>
<li>Information Technology: 13.9%</li>
<li>Financials: 13.4%</li>
<li>Healthcare: 12.3%</li>
<li>Industrials: 12.1%</li>
</ul>
<div class="lb-trans"><ul>
<li>信息技术：13.9%</li>
<li>金融：13.4%</li>
<li>医疗保健：12.3%</li>
<li>工业：12.1%</li>
</ul>
</div><p>Its biggest holdings include Visa Inc., Progressive Corp, Mastercard Inc., and The Southern Company. It also owns some of the Magnificent Seven which include Microsoft, Nvidia, and Amazon. Here are five compelling reasons for passive income investors to love this ETF.</p>
<div class="lb-trans"><p>其最大持仓包括 Visa Inc.、Progressive Corp、Mastercard Inc.和 Southern Company。它还拥有一些 “七大巨头”，包括微软、英伟达和亚马逊。以下是被动收入投资者喜爱该 ETF 的五个有力理由。</p>
</div><h2>Solid track record</h2>
<div class="lb-trans"><h2>稳健的业绩记录</h2>
</div><p>If you are looking for an ETF with a strong track record and low volatility, JEPI has proved its worth time and again. The fund has performed better (-9.31%) than the S&amp;P 500 (-13.54%) and Nasdaq 100 (-19.15%) since the start of the year. Despite being in the red, the fund has managed to stay afloat and investors should consider that the current market sentiment is filled with volatility. This is when a high-yield fund like JEPI will make all the difference to your portfolio. In a nutshell, this fund will deliver steady returns at low volatility, no matter the market movement.</p>
<div class="lb-trans"><p>如果你在寻找一只业绩记录强劲且波动性低的 ETF，JEPI 一次又一次地证明了它的价值。自年初以来，该基金的表现（-9.31%）优于标准普尔 500 指数（-13.54%）和纳斯达克 100 指数（-19.15%）。尽管处于亏损状态，该基金仍然保持了稳定，投资者应考虑到当前市场情绪充满波动。这时，像 JEPI 这样的高收益基金将对你的投资组合产生重大影响。简而言之，无论市场如何波动，该基金都将提供稳定的回报和低波动性。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/11/shutterstock-2531239303-huge-licensed-scaled.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2024/11/shutterstock-2531239303-huge-licensed-scaled.jpg"/></p>
<h2>Steady income for investors</h2>
<div class="lb-trans"><h2>为投资者提供稳定收入</h2>
</div><p>JEPI has managed to deliver steady returns even in times of market volatility. Since the income is flowing from premiums instead of stock dividends, it has been highly reliable. The covered call ETF will provide yield and income which is slightly higher than that offered by traditional ETFs.</p>
<div class="lb-trans"><p>JEPI 在市场波动时期也能提供稳定的回报。由于收入来自于溢价而非股票股息，因此其可靠性极高。覆盖看涨期权的 ETF 将提供的收益和收入略高于传统 ETF。</p>
</div><p>Although the yield will fluctuate based on interest rate changes or market volatility, it still ensures a steady payout in the range of 5% to 8%. It has generated a 12.41% average annual return since its launch in 2020. The yield is much higher than traditional dividend ETFs and treasury bills.</p>
<div class="lb-trans"><p>尽管收益会因利率变化或市场波动而波动，但它仍确保在 5% 到 8% 的范围内提供稳定的支付。自 2020 年推出以来，其平均年回报率为 12.41%。该收益远高于传统的股息 ETF 和国债。</p>
</div><h2>Ideal blend of income and growth</h2>
<div class="lb-trans"><h2>理想的收入与增长结合</h2>
</div><p>As against the common notion, theJPMorgan Equity Premium Income fund is not constructed based on the dividend yield. Instead, its monthly dividend income comes from the premium of the stocks it holds. This sets it apart from the other ETFs that offer a high yield. It also ensures that the fund is not heavily focused on a certain sector and thus reduces the sector-specific risks.</p>
<div class="lb-trans"><p>与普遍看法相反，摩根大通股权溢价收益基金并不是基于股息收益率构建的。相反，其每月的股息收入来自于所持股票的溢价。这使其与其他提供高收益的 ETF 有所不同。它还确保该基金不会过于集中于某个特定行业，从而降低了行业特定风险。</p>
</div><p>Additionally, it is not a fund packed with top dividend-paying companies, so there is less risk of a low yield if the dividends are cut. Hence, this ETF is an ideal blend of income and capital appreciation. It will offer exposure to stocks without the risk of relying solely on the dividend yield.</p>
<div class="lb-trans"><p>此外，它并不是一个充满高股息支付公司的基金，因此如果股息被削减，低收益的风险较小。因此，该 ETF 是收入与资本增值的理想结合。它将提供对股票的敞口，而不必单纯依赖股息收益率。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/11/Untitled-design-2024-12-05T105635.384.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2024/11/Untitled-design-2024-12-05T105635.384.jpg"/></p>
<h2>Low volatility</h2>
<div class="lb-trans"><h2>低波动性</h2>
</div><p>Since JEPI holds large cap stocks, they have low risk and favorable return characteristics. This enables them to achieve higher returns at low volatility. In addition, active management also makes a significant difference when it comes to the risk return ratio.</p>
<div class="lb-trans"><p>由于 JEPI 持有大盘股，因此它们具有低风险和良好的回报特性。这使得它们能够在低波动性下实现更高的回报。此外，主动管理在风险回报比方面也起着重要作用。</p>
</div><h2>Low cost</h2>
<div class="lb-trans"><h2>低成本</h2>
</div><p>JEPI has a low expense ratio of 0.35% which is considered favorable for an actively managed fund. This also means that you’ll only be paying a small amount from your returns as fees. While its NAV may not increase consistently this year, the fund will ensure a high yield on a monthly basis even if the market is down.</p>
<div class="lb-trans"><p>JEPI 的费用比率为 0.35%，对于一只主动管理的基金来说被认为是有利的。这也意味着你只需从回报中支付少量费用。尽管其净资产值今年可能不会持续增长，但即使市场下跌，该基金也将确保每月提供高收益。</p>
</div><p>The post JPMorgan’s High-Yield JEPI ETF – 5 Reasons Passive Income Investors Love It appeared first on 24/7 Wall St..</p>
<div class="lb-trans"><p>这篇文章《摩根大通的高收益 JEPI ETF - 被动收入投资者喜爱的五个理由》最早出现在 24/7 Wall St.上。</p>
</div>

摩根大通的高收益 JEPI ETF——被动收入投资者喜爱的 5 个理由