JPMorgan Income ETF

JPIE is an actively-managed fund that allocates exposure among various fixed income markets and sectors. The fund seeks to provide yield with lower volatility and aims to generate monthly distributions.

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I updated my universe of exchange-traded funds to track based on superior long-term performance. Nearly 450 ETFs are ranked based on short-term monthly returns, exponential moving average, and money flows into funds. With valuations and concentrations high, I select twenty trending ETFs Lipper Categories with less risk of correction in 2025 for further analysis.

End Of 2024 Trending Exchange-Traded Funds

JPMorgan Income ETF (JPIE) offers an attractive risk/reward proposition with high yield and low volatility, making it a compelling investment in the current market. The fund is heavily weighted in MBS bonds, with 27.8% in Agency MBS, 19.4% in CMBS, and 15.3% in Asset Backed Securities. JPIE maintains a high credit quality, with 40% of holdings rated AAA and only 26.3% below investment grade, focusing on high-grade securities.

JPIE: Is Still A Buy

Blackrock Flexible Income ETF

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Capital Group US Multi-Sector Income ETF

CGMS, CARY, BINC, and JPIE are diversified, actively managed bond ETFs with above-average yields and returns and below-average risk and volatility. CGMS offers the highest returns and volatility, while CARY provides the best risk-adjusted returns, making it my top choice. BINC has balanced sector exposures with solid returns, and JPIE boasts the highest-quality portfolio but the lowest returns.

4 Simple, High-Quality Bond ETFs

JPMorgan Income ETF is a diversified, actively managed bond ETF with a strong 6.1% dividend yield and has outperformed peers since inception. JPIE focuses on investment-grade MBS, with sizable investments in high-yield corporate bonds. The fund's active management allows for strategic sector weight decisions, potentially leading to higher yields and returns, but with increased risk.

JPIE: Simple, Strong Income ETF, Above-Average 6.1% Yield, Outperformance Since Inception

JPMorgan Income ETF is an actively managed debt fund with 1428 holdings, a 6.5% yield, and a 0.39% expense ratio. The JPIE ETF has a very flexible strategy with two shortcomings: lack of transparency and high turnover. The risk profile of JPIE is on the safer side, which translates into low volatility relative to bond benchmarks.

JPIE: Low-Volatility Debt ETF Beating Benchmarks But Lagging Peers

JPMorgan Income ETF is a dynamic debt fund that aims to generate income and provide capital appreciation. JPIE has a flexible approach and can invest in a wide range of debt securities, allowing it to adapt to market conditions. The fund has a well-diversified portfolio with a low duration, but it carries credit risk and is sensitive to changes in interest rates.

JPIE: A Promising Active Bond Fund

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Not so long ago, many investors were clamoring for yield outside of the traditional 60/40 stock and bond split. After more than a year of an active rates market, it's hard to say that's true today.

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JPMorgan Nasdaq Equity Premium Income ETF

The first quarter of 2024 was a successful one for stock market investors as the key indices like the S&P 500, Nasdaq 100, and Dow Jones surged to their record highs. The three indices jumped by 9.19%, 7.7%, and 3.9%, respectively as US companies published strong financial results and the artificial intelligence hype continued.

JEPI, JEPQ, and JPIE ETF scorecard for 2024 so far

JPMorgan Income ETF is a fixed income ETF overweight MBS bonds with a 3-year duration. The fund's collateral composition is well-suited for the current environment, with a bar-belled approach to its collateral. JPIE is an active fund with a high turnover ratio, but outperformed treasuries and MBS ETFs in the past year by a large margin.

JPIE: An Attractive Way To Take Advantage Of Fed Cuts

JPMorgan Income ETF is an actively managed debt fund with a dividend yield of 6.17% and an expense ratio of 0.41%. Its hedge-fund-like strategy is extremely flexible and adaptative, which comes with two drawbacks: a lack of transparency and a high turnover. The JPIE ETF has performed quite well for 2 years relative to benchmarks and peers, and it has lagged in the last few months with a safer risk profile.

JPIE: Debt ETF With A Hedge Fund Strategy

Active ETFs are doing well this year as investors chase their above-average yields. I have written about popular active funds like the JPMorgan Equity Premium Income ETF (JEPI), JPMorgan Nasdaq Equity Premium (JEPQ), and YieldMax TSLA Option Income Strategy ETF (TSLY) before.

JPMorgan Income ETF (JPIE): JEPI's cousin is beating BND, TLT

The JPMorgan Income ETF is a low-cost, unconstrained bond fund that aims to deliver current income and capital gains. With bond yields the highest in years, bond investing is starting to look interesting for many investors. JPIE has impressively been able to outperform its benchmark and a similar fund from PIMCO in both 2022's bear market and so far in 2023.

JPIE: Outperforming Active Bond Fund

Franklin Liberty High Yield Corporate ETF

Bonds have been the hottest ETF asset class in 2023. So far, we passed the $2 trillion mark and punched well above our normal weight in the U.S. with $110 billion of net inflows in 2023.

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JPMorgan Equity Premium Income ETF

The JPMorgan Equity Premium Income ETF (JEPI) has grown significantly since January 2021. However, its strategy of writing covered calls on the S&P 500 Index makes it vulnerable to market declines. Despite its high yield, the premium collected during market declines may not be enough to offset potential losses from JEPI's underlying asset. The JPMorgan Income ETF (JPIE), which invests in various fixed-income markets and sectors, could be a beneficial addition or alternative to JEPI, offering a 30-day SEC yield of about 6.4%.

JEPI Investors Should Consider Adding JPIE To Their Portfolio

JPMorgan Income ETF is a fixed income multi-asset fund from JP Morgan. JPIE holds a multitude of securities, representing a fixed income cross sector portfolio.

JPIE: Multi-Asset Bond Fund From JP Morgan

JPMorgan Core Plus Bond ETF

As we consider the current outlook for inflation and the Federal Reserve's monetary policy, bond investors can turn to actively managed core fixed income ETFs that seek to generate real income and positive alpha for their portfolios.

Active Yield-Generating ETFs May Help Investors Navigate Rough Conditions

While we traverse the hurdles in the current market environment, investors are still in need of reliable, yield-generating investments that can adapt to the ongoing risks. In the upcoming webcast, How to Navigate the Current Market Environment with Active Fixed Income ETFs, Meera Pandit, global market strategist at J.P.

News for JPMorgan Income ETF ETF (JPIE)