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  5. JEPI: Let's say a conservative investor (i) wants to invest US dollars in US ETFs, (ii) wants principal protection above all, for example by investing primarily in BIL. [JPMorgan Equity Premium Income ETF]

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Q: Let's say a conservative investor (i) wants to invest US dollars in US ETFs, (ii) wants principal protection above all, for example by investing primarily in BIL.

If this investor wants to move a little bit up the risk ladder with a view to getting more yield, by adding one or two other conservative ETFs (while continuing to hold BIL as the primary holding): what would you suggest?
Asked by Chris on November 28, 2025
5i Research Answer:
We would look at JPST (slightly higher yield than BIL). Then we would look at JEPI. We would...
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