<ul>
<li>如果你相信市場在可預見的未來將會橫盤，投資於收益型 ETF。</li>
</ul>
<ul>
<li>JEPI 的收益率超過 7%，並投資於標準普爾 500 指數的頂尖公司。</li>
</ul>
<ul>
<li>你在退休方面是領先還是落後？SmartAsset 的免費工具可以在幾分鐘內將你與財務顧問匹配，幫助你今天回答這個問題。每位顧問都經過嚴格篩選，必須以你的最佳利益為重。不要再浪費時間；點擊這裏開始。</li>
</ul>
<p>隨着投資者擔心 “黑色星期一” 和即將到來的經濟衰退，現在是多元化投資組合和尋找被動收入來源的最佳時機。對於那些預計市場在未來幾個月將橫盤交易的人來説，高收益交易所交易基金（ETF）可能是理想的選擇。該 ETF 不僅有助於建立多元化的藍籌股投資組合，還能確保即使市場沒有大幅上漲，它們也能保持高收益。摩根大通以多種能夠為投資者創造被動收入的 ETF 而聞名，其中之一就是 <strong>J.P. Morgan Equity Premium Income ETF</strong>（NYSEARCA:JEPI）。</p>
<h2>什麼是 JEPI？</h2>
<p>摩根大通股權溢價收益 ETF 提供每月分紅，並投資於 130 只股票。該基金投資於標準普爾 500 指數的股票，並且是一種覆蓋看漲期權的 ETF。它們的運作方式與傳統 ETF 不同。相反，該基金將出售指數的看漲期權，並通過此產生溢價。它將結合股票和看漲期權的敞口，以產生溢價和穩定的股息。該基金的股息收益率為 7.5%，在過去五年中上漲了 14%。通過 JEPI，投資者可以獲得定期的月度回報和一組精英股票。它的淨資產值為 52.14 美元，今年迄今下跌了 9.31%。然而，如果你是一個享受每月被動收入的人，這個基金可能是你最好的選擇。</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>該基金的持倉包括：</p>
<ul>
<li>信息技術：13.9%</li>
<li>金融：13.4%</li>
<li>醫療保健：12.3%</li>
<li>工業：12.1%</li>
</ul>
<p>其最大持倉包括 Visa Inc.、Progressive Corp、Mastercard Inc.和 Southern Company。它還擁有一些 “七大巨頭”，包括微軟、英偉達和亞馬遜。以下是被動收入投資者喜愛該 ETF 的五個有力理由。</p>
<h2>穩健的業績記錄</h2>
<p>如果你在尋找一隻業績記錄強勁且波動性低的 ETF，JEPI 一次又一次地證明了它的價值。自年初以來，該基金的表現（-9.31%）優於標準普爾 500 指數（-13.54%）和納斯達克 100 指數（-19.15%）。儘管處於虧損狀態，該基金仍然保持了穩定，投資者應考慮到當前市場情緒充滿波動。這時，像 JEPI 這樣的高收益基金將對你的投資組合產生重大影響。簡而言之，無論市場如何波動，該基金都將提供穩定的回報和低波動性。</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>為投資者提供穩定收入</h2>
<p>JEPI 在市場波動時期也能提供穩定的回報。由於收入來自於溢價而非股票股息，因此其可靠性極高。覆蓋看漲期權的 ETF 將提供的收益和收入略高於傳統 ETF。</p>
<p>儘管收益會因利率變化或市場波動而波動，但它仍確保在 5% 到 8% 的範圍內提供穩定的支付。自 2020 年推出以來，其平均年回報率為 12.41%。該收益遠高於傳統的股息 ETF 和國債。</p>
<h2>理想的收入與增長結合</h2>
<p>與普遍看法相反，摩根大通股權溢價收益基金並不是基於股息收益率構建的。相反，其每月的股息收入來自於所持股票的溢價。這使其與其他提供高收益的 ETF 有所不同。它還確保該基金不會過於集中於某個特定行業，從而降低了行業特定風險。</p>
<p>此外，它並不是一個充滿高股息支付公司的基金，因此如果股息被削減，低收益的風險較小。因此，該 ETF 是收入與資本增值的理想結合。它將提供對股票的敞口，而不必單純依賴股息收益率。</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>低波動性</h2>
<p>由於 JEPI 持有大盤股，因此它們具有低風險和良好的回報特性。這使得它們能夠在低波動性下實現更高的回報。此外，主動管理在風險回報比方面也起着重要作用。</p>
<h2>低成本</h2>
<p>JEPI 的費用比率為 0.35%，對於一隻主動管理的基金來説被認為是有利的。這也意味着你只需從回報中支付少量費用。儘管其淨資產值今年可能不會持續增長，但即使市場下跌，該基金也將確保每月提供高收益。</p>
<p>這篇文章《摩根大通的高收益 JEPI ETF - 被動收入投資者喜愛的五個理由》最早出現在 24/7 Wall St.上。</p>

摩根大通

<p>摩根大通的股票溢價收入 ETF（JEPI）在被動收入投資者中越來越受歡迎，尤其是在經濟衰退的擔憂中。JEPI 的收益率超過 7%，專注於標普 500 指數的頂尖公司，提供每月分紅，並結合股票和看漲期權來產生收入。儘管年初至今下跌了 9.31%，但它的表現優於標普 500 和納斯達克 100。JEPI 以其穩定的回報、低波動性以及理想的收入與增長組合而受到關注，使其成為在不確定市場條件下多元化投資組合的強有力選擇</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>如果你相信市場在可預見的未來將會橫盤，投資於收益型 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 的收益率超過 7%，並投資於標準普爾 500 指數的頂尖公司。</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>你在退休方面是領先還是落後？SmartAsset 的免費工具可以在幾分鐘內將你與財務顧問匹配，幫助你今天回答這個問題。每位顧問都經過嚴格篩選，必須以你的最佳利益為重。不要再浪費時間；點擊這裏開始。</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>隨着投資者擔心 “黑色星期一” 和即將到來的經濟衰退，現在是多元化投資組合和尋找被動收入來源的最佳時機。對於那些預計市場在未來幾個月將橫盤交易的人來説，高收益交易所交易基金（ETF）可能是理想的選擇。該 ETF 不僅有助於建立多元化的藍籌股投資組合，還能確保即使市場沒有大幅上漲，它們也能保持高收益。摩根大通以多種能夠為投資者創造被動收入的 ETF 而聞名，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>什麼是 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>摩根大通股權溢價收益 ETF 提供每月分紅，並投資於 130 只股票。該基金投資於標準普爾 500 指數的股票，並且是一種覆蓋看漲期權的 ETF。它們的運作方式與傳統 ETF 不同。相反，該基金將出售指數的看漲期權，並通過此產生溢價。它將結合股票和看漲期權的敞口，以產生溢價和穩定的股息。該基金的股息收益率為 7.5%，在過去五年中上漲了 14%。通過 JEPI，投資者可以獲得定期的月度回報和一組精英股票。它的淨資產值為 52.14 美元，今年迄今下跌了 9.31%。然而，如果你是一個享受每月被動收入的人，這個基金可能是你最好的選擇。</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>該基金的持倉包括：</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>信息技術：13.9%</li>
<li>金融：13.4%</li>
<li>醫療保健：12.3%</li>
<li>工業：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>其最大持倉包括 Visa Inc.、Progressive Corp、Mastercard Inc.和 Southern Company。它還擁有一些 “七大巨頭”，包括微軟、英偉達和亞馬遜。以下是被動收入投資者喜愛該 ETF 的五個有力理由。</p>
</div><h2>Solid track record</h2>
<div class="lb-trans"><h2>穩健的業績記錄</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>如果你在尋找一隻業績記錄強勁且波動性低的 ETF，JEPI 一次又一次地證明了它的價值。自年初以來，該基金的表現（-9.31%）優於標準普爾 500 指數（-13.54%）和納斯達克 100 指數（-19.15%）。儘管處於虧損狀態，該基金仍然保持了穩定，投資者應考慮到當前市場情緒充滿波動。這時，像 JEPI 這樣的高收益基金將對你的投資組合產生重大影響。簡而言之，無論市場如何波動，該基金都將提供穩定的回報和低波動性。</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>為投資者提供穩定收入</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 在市場波動時期也能提供穩定的回報。由於收入來自於溢價而非股票股息，因此其可靠性極高。覆蓋看漲期權的 ETF 將提供的收益和收入略高於傳統 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>儘管收益會因利率變化或市場波動而波動，但它仍確保在 5% 到 8% 的範圍內提供穩定的支付。自 2020 年推出以來，其平均年回報率為 12.41%。該收益遠高於傳統的股息 ETF 和國債。</p>
</div><h2>Ideal blend of income and growth</h2>
<div class="lb-trans"><h2>理想的收入與增長結合</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>與普遍看法相反，摩根大通股權溢價收益基金並不是基於股息收益率構建的。相反，其每月的股息收入來自於所持股票的溢價。這使其與其他提供高收益的 ETF 有所不同。它還確保該基金不會過於集中於某個特定行業，從而降低了行業特定風險。</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，它並不是一個充滿高股息支付公司的基金，因此如果股息被削減，低收益的風險較小。因此，該 ETF 是收入與資本增值的理想結合。它將提供對股票的敞口，而不必單純依賴股息收益率。</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>低波動性</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>由於 JEPI 持有大盤股，因此它們具有低風險和良好的回報特性。這使得它們能夠在低波動性下實現更高的回報。此外，主動管理在風險回報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 的費用比率為 0.35%，對於一隻主動管理的基金來説被認為是有利的。這也意味着你只需從回報中支付少量費用。儘管其淨資產值今年可能不會持續增長，但即使市場下跌，該基金也將確保每月提供高收益。</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>這篇文章《摩根大通的高收益 JEPI ETF - 被動收入投資者喜愛的五個理由》最早出現在 24/7 Wall St.上。</p>
</div>

摩根大通的高收益 JEPI ETF——被動收入投資者喜愛的 5 個理由