1. Seeking a consistent stream of monthly income from dividends and option premiums*

JEPQ generates potential income through a combination of dividends from the underlying equities and premiums from selling index call options. By generating distributable income through option premiums, the portfolio may forgo a portion of the market’s upside.

2. Growth-oriented US equity exposure with lower volatility

JEPQ is benchmarked against the Nasdaq-100 index and together with the income buffer from dividends and option premiums, this strategy seeks to manage overall volatility.

3. Playing a variety of roles in portfolios

JEPQ can help address three distinct investment needs, such as access to a diversified and actively managed equity portfolio, generating consistent income and diversification of income streams. 

*There is no guarantee that companies that can issue dividends will declare, continue to pay, or increase dividends. Market participation is any capital appreciation/depreciation less the forgone upside. There is a potential to forego some capital appreciation as a result of writing call options. Estimated income is not guaranteed and does not imply positive return.