Q: Is there a dividend hold back on companies such as JEPQ that, as in this example, is listed on the Canadian exchange, regardless of which account it is held in?
Thanks
Thanks
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can you update your thoughts on this ETF. Do you consider it ‘bestin class’, or can you recommend better options?
DON
DON
-
JPMorgan US Equity Premium Income Active ETF (JEPI $24.88)
-
JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $26.97)
Q: Hi Can you please give your opinion on two these ETFs and any suggestion on alternative if not in favour of them.
-
JPMorgan Equity Premium Income ETF (JEPI $56.55)
-
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ $57.32)
-
JPMorgan US Equity Premium Income Active ETF (JEPI $24.88)
-
JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $26.97)
Q: The US versions of these ETFs have high yields. I am selling some of my more volatile RRSP holdings and want to move the funds into ETFs that add stability and a return of 8-10% with dividend/growth. Are these ETF's considered relatively stable. and is there a point that they should be considered less stable, for example, if interest rates rise. The Cdn equiv show no dividend. Is there a reason for this?
-
JPMorgan US Equity Premium Income Active ETF (JEPI $24.88)
-
JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $26.97)
Q: Hi 5i Team
What would be the tax implication of holding these two etf on non-register account? Are they both subject to the 15% witholding tax and if they are is it better to keep it in a USD account to avoid currency risk and better liquidity?
What would be the tax implication of holding these two etf on non-register account? Are they both subject to the 15% witholding tax and if they are is it better to keep it in a USD account to avoid currency risk and better liquidity?