1. Seeking income as the outcome

JEPI seeks to generate a consistent stream of monthly distributable income derived from the dividends earned from the underlying equities and the premiums from selling index call options. By writing call options, JEPI may forgo a portion of the market’s potential upside in exchange for current income.

2. Broad US equity exposure with lower volatility

JEPI employs a rigorous, time-tested, bottom-up fundamental research process to construct a lower-volatility and diversified portfolio of large-cap US stocks, relative to the S&P 500 benchmark.

3. Diversify income streams

Designed to generate income with less direct exposure to duration or credit risks, which tend to be more associated with bonds, JEPI may present an avenue for income diversification within a broader portfolio.

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.