Web11 apr 2024 · At its worst, JEPI only recorded a -19% decline between the December 2024 peak and October 2024 bottom, comparable to SCHD at -17.7%/ SDY at -12.9%, but much improved compared to QQQ at -34.1% and ... WebThere are two kinds of dividends, qualified and unqualified. Qualified dividends are always taxed as long term cap gsins - 15% (assuming taxable account) Unqualified dividends are taxed at your top federal income bracket (assuming taxable account) Jepi’s dividends are unqualified, and will always be unqualified.
JPMorgan Equity Premium Income ETF-ETF Shares JEPI
Web11 apr 2024 · At its worst, JEPI only recorded a -19% decline between the December 2024 peak and October 2024 bottom, comparable to SCHD at -17.7%/ SDY at -12.9%, but … WebDistributions Documents Sector Allocation As at December 30, 2024 Technology 23.5% Health Care 18.7% Consumer Discretionary 8.8% Financials 5.8% Communications 7.6% Industrials 6.6% Consumer Staples 5.5% Energy 4.6% Utilities 2.6% Real Estate 2.0% Materials 13.4% Holdings As at March 31, 2024 people data things
JEPI ETF Review - JPMorgan Equity Premium Income ETF
WebJEPI is one of the 14%'ers. My Roth IRA is about 10% of total NW currently. Therefore JEPI is 1.4% of total NW. And it can just DRIP for the next 25-30 years. pinetree64 • 10 mo. ago To answer your question, no tax implications. For a young investor, I would focus on SCHD and broad market etfs. WebJEPI - Profile Distributions YTD Total Return 2.1% 3 Yr Annualized Total Return N/A 5 Yr Annualized Total Return N/A Capital Gain Distribution Frequency N/A Net Income Ratio 8.89% DIVIDENDS Dividend Yield 9.8% Dividend Distribution Frequency Monthly Fund Details Legal Name JPMorgan Equity Premium Income ETF Fund Family Name J.P. … Web11 apr 2024 · JPMorgan Equity Premium Income ETF (JEPI) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, … toe thongs australia