미국 ETF/주식JEPIETF

JPMorgan Equity Premium Income ETF 계산기

JEPI is an income-oriented ETF that combines U.S. large-cap equities with an options premium strategy.

비중을 볼 때 확인할 점

  • Often reviewed for portfolios that prioritize monthly income.
  • Upside participation can be more limited than plain S&P 500 exposure.

리밸런싱 전 리스크

  • Distributions can change with volatility and options premium conditions.
  • It still carries equity market risk.

계산기에서 확인하는 순서

  1. 1.JPMorgan Equity Premium Income ETF를 포트폴리오에 추가합니다.
  2. 2.보유 수량, 현금, 목표 비중을 입력합니다.
  3. 3.목표보다 과대·과소 편입인지 보고 매수·매도 필요 수량을 확인합니다.

비중 계산 기준

리밸런싱 계산기는 JPMorgan Equity Premium Income ETF의 현재 평가금액, 포트폴리오 현금, 다른 보유 종목의 평가금액을 함께 놓고 목표 비중과의 차이를 계산합니다. 실제 주문 수량은 현재가, 환율, 거래 수수료, 최소 주문 단위에 따라 달라질 수 있으므로 결과를 주문 전 점검용으로 사용하세요.

이 페이지를 쓰는 상황

신규 매수 전 목표 비중을 정하거나, JPMorgan Equity Premium Income ETF 비중이 커진 뒤 일부를 줄일지 확인할 때 유용합니다. 여러 종목을 함께 보유한다면 단일 수익률보다 전체 포트폴리오에서 차지하는 비중과 변동성 기여도를 먼저 확인하는 편이 안전합니다.

리밸런싱 계산기로 이동종목 비중 최적화
Income / Covered Call

JEPI

JPMorgan Equity Premium Income ETF

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JPMorgan Equity Premium Income ETF (JEPI) is an exchange-traded fund that provides investors with exposure to income generation through covered call and option strategies. It carries an expense ratio of 0.35%. The fund offers a dividend yield of approximately 7.28%. The portfolio holds 130 securities.

Category

Income / Covered Call

Dividend Yield

7.28%

Expense Ratio

0.35%

Holdings

130

Dividend History

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Top Holdings

1Microsoft
2Amazon
3Progressive
4Mastercard
5Meta

Key Features

  • •Monthly dividends
  • •Covered call strategy
  • •Reduced volatility
  • •High income

Advantages

  • •Monthly dividend payments
  • •Stable returns
  • •Bear market defense
  • •Suitable for retirees

Risks

  • •Limited upside
  • •Complex structure
  • •Tax issues
  • •Limited growth potential

Rebalancing Strategy

Income-focused portfolio; retirement account usage recommended

Also Viewed ETFs

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

ER 0.35%·Yield 9.5%

QYLD

Global X NASDAQ 100 Covered Call ETF

ER 0.6%·Yield 11.82%

Related Investment Guides

Covered Call ETF Guide | JEPI, JEPQ, QYLD Benefits and Risks

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Covered Call ETF Strategy | Using Monthly Income in a Portfolio

Advanced guide

Dividend ETF Strategy | SCHD, DGRO, JEPI and Income Portfolio Rules

Strategy guide

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2026 High Dividend ETF Strategy: Sustainability Before Yield

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2026 Monthly Dividend Portfolio: Cash Flow Without Ignoring Principal Risk

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JEPI Comparisons

JEPIvsJEPQCovered Call Income

JEPI and JEPQ are both JPMorgan monthly income ETFs, but they are not the same portfolio. JEPI is the more diversified and defensive equity income ETF, while JEPQ adds Nasdaq and technology exposure for a higher distribution profile. JEPI is usually the steadier income holding; JEPQ is better for investors who want more growth-stock exposure and can accept higher concentration risk.

JEPIvsSOXXIncome/Semiconductor

JEPI and SOXX serve completely different portfolio roles. JEPI is a monthly income ETF using an options premium strategy, while SOXX is a semiconductor sector growth ETF. Choose JEPI for cash flow and SOXX for semiconductor growth exposure.

JEPIvsSCHDDividend Income

SCHD and JEPI are two of the most searched dividend ETFs, but they solve different portfolio problems. SCHD is a low-cost dividend growth ETF focused on quality companies and long-term compounding. JEPI is a monthly income ETF that combines defensive equity exposure with an options premium strategy. SCHD is usually the stronger core holding for long-term investors, while JEPI is better for investors who need monthly cash flow and can accept capped upside.

JEPI Investment Analysis

JEPI (JPMorgan Equity Premium Income ETF) is a Income / Covered Call ETF comprising 130 holdings. It has an expense ratio of 0.35% and a dividend yield of 7.28%. The expense ratio is relatively high, so consider costs relative to returns.

With a 7.28% dividend yield, it is ideal for income investing. Reinvesting dividends can maximize the compounding effect.

JEPI can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

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