All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
JEPI total return snapshot: JEPI returned +11.02% over the past year and +6.27% YTD, with dividends reinvested. Since May 21, 2020, JEPI is up +97.62% in nominal total return, or +11.55%/yr, and is currently at its total-return high.
Data ending Fri Aug. 14, 2026
| Thu 2020-05-21💬 to Fri 2026-08-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+97.62%
+11.55%/yr |
+9.30%/yr
R2=0.933 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21💬 to Fri 2026-08-14 |
Start
Value |
End
Value |
|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$19,761.78
2026-08-14 |
| YTD | YoY | |
|---|---|---|
| JEPI × | +6.27% | +11.02% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| JEPI × |
—
on 2026-08-14 |
−13.71%
on 2022-09-30 from 2022-04-20 peak |
| Period ending Fri 2026-08-14 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| JEPI × | +11.02% |
+19.76% +9.43%/yr |
+32.26% +9.77%/yr |
+43.64% +7.51%/yr |
— |
| Year | JEPI |
|---|---|
| 2026 (YTD) | +6.27% |
| 2025 | +8.10% |
| 2024 | +12.59% |
| 2023 | +9.83% |
| 2022 | −3.49% |
| 2021 | +21.53% |
| 2020 | +18.61% |
