World’s Largest Actively Managed ETF: A Day at Future Proof with J.P. Morgan Asset Management
World’s Largest Actively Managed ETF: A Day at Future Proof with J.P. Morgan Asset Management
The Sandbox Daily (9.26.2024)
Welcome, Sandbox friends.
Today’s Daily discusses:
J.P. Morgan Equity Premium Income ETF (JEPI): strategy overview
how JEPI helps investors
challenging environments for JEPI
favorite market indicators
investment themes for 2025 and beyond
market bellwethers
Let’s dig in.
Markets in review
EQUITIES: Nasdaq 100 +0.72% | Dow +0.62% | Russell 2000 +0.57% | S&P 500 +0.40%
FIXED INCOME: Barclays Agg Bond +0.02% | High Yield +0.16% | 2yr UST 3.633% | 10yr UST 3.801%
COMMODITIES: Brent Crude -2.90% to $71.33/barrel. Gold +0.38% to $2,694.8/oz.
BITCOIN: +2.05% to $64,717
US DOLLAR INDEX: -0.33% to 100.583
CBOE EQUITY PUT/CALL RATIO: 0.52
VIX: -0.26% to 15.37
Quote of the day
“Investing is a psychological game. A suboptimal strategy you can live with and execute is better than an optimal one you can't.”
- William Bernstein in The Intelligent Asset Allocator
The world’s largest actively managed ETF: JEPI
Today is a special edition of The Sandbox Daily in which we are joined by Hamilton Reiner and Jenna Silver, CFA of J.P. Morgan Asset Management.
Last week, when Sandbox Financial Partners headed west to the Future Proof Wealth Festival in Huntington Beach, CA, we sat down with various folks across the industry to discuss investing principles, human behavior, markets, and the economy.
In our final installment of the Future Proof series, we explore the strategy and objectives of the world’s largest actively managed ETF: the J.P. Morgan Equity Premium Income ETF (ticker: JEPI).
JEPI is resonating with investors because of its:
high quality stock selection process
consistent monthly income through stock dividends and options, and
lower volatility than the broader stock market
I’ve had the pleasure to discuss markets, investing strategies, and life with Hamilton and Jenna over the last few years, and these two individuals are the best of the best in the asset management business.
I’m so excited to share this conversation with you – enjoy !
Hamilton Reiner, Managing Director, is a Portfolio Manager and Head of U.S. Equity Derivatives at J.P. Morgan Asset Management. He has been managing U.S. equities and U.S. equity derivatives since 1987, at prominent firms such as Barclays Capital, Lehman Brothers, and Deutsche Bank. Hamilton has been with J.P. Morgan for 15 years. Hamilton is a graduate of the University of Pennsylvania.
Jenna Silver, Executive Director, is an Investment Specialist in the U.S. Equity Group. An employee since 2013, Jenna is the head of the investment specialist team that is responsible for communicating investment performance, outlook, and strategy positioning to institutional and fund clients for the firm’s U.S. Structured Equity platform. Jenna is a CFA charterholder and a graduate of the University of Michigan – Go Blue !!!
Website: J.P. Morgan Equity Premium Income ETF (JEPI)
LinkedIn: Hamilton Reiner
LinkedIn: Jenna Silver
That’s all for today.
Blake
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Welcome to The Sandbox Daily, a daily curation of relevant research at the intersection of markets, economics, and lifestyle. We are committed to delivering high-quality and timely content to help investors make sense of capital markets.
Blake Millard is the Director of Investments at Sandbox Financial Partners, a Registered Investment Advisor. All opinions expressed here are solely his opinion and do not express or reflect the opinion of Sandbox Financial Partners. This Substack channel is for informational purposes only and should not be construed as investment advice. The information and opinions provided within should not be taken as specific advice on the merits of any investment decision by the reader. Investors should conduct their own due diligence regarding the prospects of any security discussed herein based on such investors’ own review of publicly available information. Clients of Sandbox Financial Partners may maintain positions in the markets, indexes, corporations, and/or securities discussed within The Sandbox Daily. Any projections, market outlooks, or estimates stated here are forward looking statements and are inherently unreliable; they are based upon certain assumptions and should not be construed to be indicative of the actual events that will occur.
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