JPMorgan Equity Premium Income ETF (JEPI US) - Portfolio Construction Methodology
ETF Strategy·2026-01-19 19:02
JPMorgan Equity Premium Income ETF (JEPI US) – Portfolio Construction MethodologyThe investment philosophy underlying the actively managed JPMorgan Equity Premium Income ETF seeks equity-linked income with lower volatility by combining a large-cap U.S. equity portfolio with a systematic covered-call overlay implemented via equity-linked notes referencing a broad U.S. equity index. The stock sleeve emphasizes liquid, established issuers exhibiting quality and valuation support, with sector and issuer diversi ...