At J.P. Morgan Asset Management, we’re combining the built-in benefits of ETFs with our best-in-class research insights, portfolio expertise and trading capabilities.
Source: Data according to Bloomberg, Fact set and J.P. Morgan Asset Management as of August 1, 2024
Why JEPI and JEPQ?
Seeking current income and U.S. equity market exposure with less volatility
U.S. EQUITY PREMIUM INCOME ACTIVE ETF
JEPI
- Seeks to provide a significant portion of the returns associated with the S&P 500 Index, but with less volatility.
- Generates income through a combination of selling options and investing in U.S. large cap stocks.
NASDAQ EQUITY PREMIUM INCOME ACTIVE ETF
JEPQ
- Aims to provide a significant portion of the returns associated with the Nasdaq 100 Index, but with less volatility.
- Like JEPI, JEPQ is also designed to offer current income and the potential for capital appreciation.
BLENDED APPROACH
JEPI + JEPQ
- Seeks to generate current income through stock dividends and options premium.
Blended approach is a hypothetical combination of 2 separate ETFs – 60% JEPI and 40% JEPQ – and is shown for illustrative purposes only, not available in blended vehicle.
JEPI + JEPQ: Why invest in both?
Consider investing in both JEPI and JEPQ to broaden your exposure to growth-oriented stocks.
Broaden your exposure to growth
- Combining JEPI and JEPQ can help investors participate more fully in the U.S. equity markets.
- A mix of 60% JEPI and 40% JEPQ can provide investors with S&P-like sector exposure, more closely aligning their exposure to tech with that of the S&P 500 Index.
J.P. Morgan Asset Management in Canada
- Over a 40-year history of serving large institutional clients, insurance companies, asset managers and consultants across the country.
- Committed to delivering superior investment capabilities and insights to help our clients, and the communities they serve, achieve their most important financial objectives.
- We are confident and excited to continue serving and investing in our long-term future in Canada.
Ready to elevate your clients’ investment strategies? Join our community for exclusive market insights, and expert analysis designed for financial advisors.
The price of equity securities may fluctuate rapidly or unpredictably due to factors affecting individual companies, as well as changes in economic or political conditions. These price movements may result in loss of your investment.
The website is not to be construed as a public offering of a security in any jurisdiction in Canada.
Commissions, trailing commissions, management fees and expenses all may be associated with ETF investments. Important information about the JPMorgan ETFs, including investment objectives and strategies, and applicable management fees, performance fees (if any), and other charges, is contained in their respective prospectus. Please read the prospectus carefully before investing.
ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Past returns are not necessarily indicative of future performance. You should not rely on or view any past performance as a guarantee of future investment performance.
The JPMorgan ETFs are not being offered in the United States by way of this website and are not intended for distribution, or to be marketed or sold, in the United States.
The information and materials in this website are for informational purposes only. They are not intended as investment, financial or other advice. The information included in this website is not an offer to sell. While the information and material in this website are believed to be accurate at the time its prepared, J.P. Morgan Asset Management (Canada), Inc. (and its affiliates, subsidiaries, or sub-advisors) cannot give any assurance that it is accurate, complete, or current at all times.
By accessing this website or any of its pages you understand, accept, and agree to the terms set out above. If you do not agree to these terms, do not view the website or any of its pages.
This website is issued in Canada, by JPMorgan Asset Management (Canada) Inc., which is a registered Portfolio Manager and Exempt Market Dealer in all Canadian provinces and territories except the Yukon and is also registered as an Investment Fund Manager in British Columbia, Ontario, Quebec and Newfoundland and Labrador.
J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.
© 2024 JPMorgan Chase & Co. All rights reserved.
Nasdaq®, Nasdaq-100 Index®, Nasdaq 100® and NDX® are registered trademarks of Nasdaq, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by J.P. Morgan Asset Management (Canada) Inc. and J.P. Morgan Investment Management Inc. JPMorgan Nasdaq Equity Premium Income Active ETF has not been passed on by the Corporations as to its legality or suitability. This ETF is not issued, endorsed, sold, or promoted by the Corporations. THE CORPORATIONS MAKE NO WARRANTIES AND BEAR NO LIABILITY WITH RESPECT TO THIS ETF
S&P 500 CAD indices are designed to represent the returns of index strategies that involve hedging currency risk while accepting underlying equity market risk. BY employing such a strategy, the index seeks to reduce the risk while accepting underlying equity market risk. By employing such a strategy, the index seeks to reduce the risk of downward currency fluctuations while also sacrificing potential currency gains.
The Nasdaq-100 Currency Hedged Index is designed to represent returns for the Nasdaq-100 Index (NDX) (the Underlying Index) and global investment strategies used on the Underlying Index that involve hedging currency risk, but not the underlying constituent risk. The hedge ratio of the index is the proportion of the portfolio’s currency exposure that is hedged. The index uses a hedge ratio of 100%. By selling foreign exchange forward contracts, global investors are able to lock in current exchange forward rates, and manage their currency risk. Profits (losses) from the forward contracts are offset by losses (profits) in the value of the currency, thereby negating exposure to the currency. The index is hedged against the Canadian Dollar.