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BALANCEDIn depth · 4/5

JP Morgan's covered call suite offers tax-choice

The guest presented JP Morgan's suite of covered-call ETFs as offering investors a choice in tax treatment and income needs: 1099 income (JEPI/JEPQ), reinvested premium (JEPY), or tax-deferred distributions (ROCY/ROCQ).

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JP Morgan's covered call suite offers tax-choice · Zortix