JPMorgan Equity Premium Income : JEPI

All JPMorgan Equity Premium Income Articles

282 Articles

Drew Wood | Jun 5, 2026 at 8:17 AM EDT

A $1.1 Million Portfolio That Pays $5,800 a Month and Lets a 70-Year-Old Skip the 4 Percent Rule Entirely

A 70-year-old retiree with a $1.1 million portfolio who wants to generate $5,800 per month, or $69,600 annually, quickly encounters…

David Beren | Jun 3, 2026 at 2:36 PM EDT

After Comparing Every Covered Call S&P 500 ETF These 3 Pay Up to 12 Percent Without Touching Principal

Covered call ETFs tied to the S&P 500 have become the default income vehicle for investors seeking monthly distributions without…

Drew Wood | Jun 3, 2026 at 6:43 AM EDT

How a 48-Year-Old Engineer Could Replace a $150,000 Salary With Dividend Growth Plus Covered Calls

A senior software engineer earning $150,000 annually at age 48 still has approximately 15 to 20 years before reaching a…

Drew Wood | Jun 2, 2026 at 6:34 AM EDT

This $2.5 Million Portfolio Delivers $14,500 a Month With Three Income Buckets

A 68-year-old couple with $2.5 million in savings and a monthly spending goal of $14,500 faces a straightforward income challenge.…

Drew Wood | Jun 1, 2026 at 11:26 AM EDT

A $1.6 Million Portfolio That Quietly Pays a Couple $9,000 a Month and Stays Below the IRMAA Tier 1 Threshold

A 64-year-old couple with a $1.6 million taxable investment portfolio faces a very specific retirement-income challenge: generating $9,000 per month,…

Drew Wood | Jun 1, 2026 at 9:22 AM EDT

A $720,000 Income Portfolio That Quietly Pays Like a Cash-Flowing Indianapolis Duplex Without the Tenant Calls

A $720,000 retirement portfolio presents many 65-year-old retirees with a choice between two very different income strategies. One option is purchasing…

Drew Wood | Jun 1, 2026 at 8:24 AM EDT

This Accountant Wants to Replace a $90,000 Salary With JEPI and SPYI. Can It Work?

At age 58, Robert wants to replace his $90,000 salary with investment income. For many investors, covered call ETFs have…

Drew Wood | Jun 1, 2026 at 8:01 AM EDT

A $325,000 Portfolio That Quietly Pays a 67-Year-Old $1,950 a Month Without a Single High-Yield Trap

A 67-year-old retiree with $325,000 in investable assets and $2,400 per month in Social Security income occupies a challenging middle ground.…

Drew Wood | May 30, 2026 at 11:21 AM EDT

Tax Aware Dividend Stacking: How a $750,000 Roth Portfolio Pays $42,000 Federally Tax Free

A 65 year old retiree sitting on $750,000 inside a Roth IRA can engineer roughly $42,000 of annual dividend income…

Ian Cooper | May 30, 2026 at 10:21 AM EDT

Want $9,000 in Annual Passive Income? Invest $100,000 Into These 3 Monthly Paying Funds

A retiree with $100,000 in a brokerage account wants a predictable monthly check covering recurring bills. The target is $750…

Drew Wood | May 29, 2026 at 11:35 AM EDT

4 Dividend ETFs That Could Fund an $1,800-a-Month Golf Habit

Generating $1,800 per month from a $300,000 portfolio requires a blended yield of roughly 7.2%, enough to produce about $21,600…

Drew Wood | May 29, 2026 at 9:22 AM EDT

5 Monthly Dividend Investments That Could Cover a $3,500 Mortgage, Month After Month

Generating $3,500 per month in retirement income works out to roughly $42,000 annually, enough to cover the payment on a…

Ian Cooper | May 28, 2026 at 12:07 PM EDT

Want $9,000 in Annual Passive Income? Invest $100,000 Into These 3 Monthly Paying Funds

A $100,000 portfolio throwing off $750 a month answers the retirement income question. The math is unforgiving: $9,000 a year…

Drew Wood | May 28, 2026 at 11:32 AM EDT

How Much Does This Dentist Need Invested to Replace $150,000 a Year With Dividends?

Replacing a dentist’s $150,000 salary entirely with dividend income is a goal that lands squarely in high-earner territory, anchoring a…

John Seetoo | May 28, 2026 at 10:11 AM EDT

JEPI’s 8.4% Yield Masks The Volatility Trap Most Investors Ignore

The JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) has become the default income vehicle for investors seeking S&P 500 exposure without…

1 2 3 4 … 19

JPMorgan Equity Premium Income : JEPI

All JPMorgan Equity Premium Income Articles

A $1.1 Million Portfolio That Pays $5,800 a Month and Lets a 70-Year-Old Skip the 4 Percent Rule Entirely

After Comparing Every Covered Call S&P 500 ETF These 3 Pay Up to 12 Percent Without Touching Principal

How a 48-Year-Old Engineer Could Replace a $150,000 Salary With Dividend Growth Plus Covered Calls

This $2.5 Million Portfolio Delivers $14,500 a Month With Three Income Buckets

A $1.6 Million Portfolio That Quietly Pays a Couple $9,000 a Month and Stays Below the IRMAA Tier 1 Threshold

A $720,000 Income Portfolio That Quietly Pays Like a Cash-Flowing Indianapolis Duplex Without the Tenant Calls

This Accountant Wants to Replace a $90,000 Salary With JEPI and SPYI. Can It Work?

A $325,000 Portfolio That Quietly Pays a 67-Year-Old $1,950 a Month Without a Single High-Yield Trap

Tax Aware Dividend Stacking: How a $750,000 Roth Portfolio Pays $42,000 Federally Tax Free

Want $9,000 in Annual Passive Income? Invest $100,000 Into These 3 Monthly Paying Funds

4 Dividend ETFs That Could Fund an $1,800-a-Month Golf Habit

5 Monthly Dividend Investments That Could Cover a $3,500 Mortgage, Month After Month

Want $9,000 in Annual Passive Income? Invest $100,000 Into These 3 Monthly Paying Funds

How Much Does This Dentist Need Invested to Replace $150,000 a Year With Dividends?

JEPI’s 8.4% Yield Masks The Volatility Trap Most Investors Ignore

How Much Do You Really Need Invested to Replace a $60,000 Salary With Monthly Dividend ETFs?

Could You Retire On Florida’s Space Coast And Watch Rocket Launches From Your Backyard?

Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?

How Much Do You Really Need Invested to Replace a $60,000 Salary With Monthly Dividend ETFs?

Could You Retire On Florida's Space Coast And Watch Rocket Launches From Your Backyard?

How Much Do You Really Need Invested to Replace a $60,000 Salary With Monthly Dividend ETFs?

Could You Retire On Florida’s Space Coast And Watch Rocket Launches From Your Backyard?

JPMorgan Equity Premium Income : JEPI

All JPMorgan Equity Premium Income Articles

A $1.1 Million Portfolio That Pays $5,800 a Month and Lets a 70-Year-Old Skip the 4 Percent Rule Entirely

After Comparing Every Covered Call S&P 500 ETF These 3 Pay Up to 12 Percent Without Touching Principal

How a 48-Year-Old Engineer Could Replace a $150,000 Salary With Dividend Growth Plus Covered Calls

This $2.5 Million Portfolio Delivers $14,500 a Month With Three Income Buckets

A $1.6 Million Portfolio That Quietly Pays a Couple $9,000 a Month and Stays Below the IRMAA Tier 1 Threshold

A $720,000 Income Portfolio That Quietly Pays Like a Cash-Flowing Indianapolis Duplex Without the Tenant Calls

This Accountant Wants to Replace a $90,000 Salary With JEPI and SPYI. Can It Work?

A $325,000 Portfolio That Quietly Pays a 67-Year-Old $1,950 a Month Without a Single High-Yield Trap

Tax Aware Dividend Stacking: How a $750,000 Roth Portfolio Pays $42,000 Federally Tax Free

Want $9,000 in Annual Passive Income? Invest $100,000 Into These 3 Monthly Paying Funds

4 Dividend ETFs That Could Fund an $1,800-a-Month Golf Habit

5 Monthly Dividend Investments That Could Cover a $3,500 Mortgage, Month After Month

Want $9,000 in Annual Passive Income? Invest $100,000 Into These 3 Monthly Paying Funds

How Much Does This Dentist Need Invested to Replace $150,000 a Year With Dividends?

JEPI’s 8.4% Yield Masks The Volatility Trap Most Investors Ignore

How Much Do You Really Need Invested to Replace a $60,000 Salary With Monthly Dividend ETFs?

Could You Retire On Florida’s Space Coast And Watch Rocket Launches From Your Backyard?

Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?

Featured Reads

How Much Do You Really Need Invested to Replace a $60,000 Salary With Monthly Dividend ETFs?

Could You Retire On Florida's Space Coast And Watch Rocket Launches From Your Backyard?