All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
JEPI total return snapshot: JEPI returned +7.93% over the past year and +3.28% YTD, with dividends reinvested. Since May 21, 2020, JEPI is up +92.06% in nominal total return, or +11.24%/yr, and is currently −1.85% below its total-return high on Feb. 27, 2026.
Data ending Mon Jul. 6, 2026
| Thu 2020-05-21💬 to Mon 2026-07-06 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+3.28%
2026-07-06 |
+7.93%
2026-07-06 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21💬 to Mon 2026-07-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+92.06%
+11.24%/yr |
+9.32%/yr
(R2=0.930) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21💬 to Mon 2026-07-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$19,205.84
2026-07-06 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | JEPI |
|---|---|
| 2026 (YTD) | +3.28% |
| 2025 | +8.10% |
| 2024 | +12.59% |
| 2023 | +9.83% |
| 2022 | −3.49% |
| 2021 | +21.53% |
| 2020 | +18.61% |
| Thu 2020-05-21💬 to Mon 2026-07-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−1.85%
from 2026-02-27 peak |
−13.71%
2022-09-30 from 2022-04-20 peak |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Period ending Mon 2026-07-06 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| JEPI × | +7.93% |
+18.39% +8.81%/yr |
+31.48% +9.55%/yr |
+43.79% +7.53%/yr |
— | |
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
