I have had a position in JEPI for long enough that I have made more in dividends than I have lost in capital (ie, $21k divs minus $10k loss). I also have a much smaller position in JEPQ but it is doing much better overall.
I would like to close JEPI at a loss and use the proceeds to buy JEPQ but not sure if I need to wait 30 days. Does anyone know if these two funds are similar enough for the wash sale rule to apply?
