All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

📈 Total Real Returns

JEPI: Total Return Chart (with Dividends Reinvested)

JEPI total return snapshot: JEPI returned +9.05% over the past year and +1.02% YTD, with dividends reinvested. Since May 21, 2020, JEPI is up +87.85% in nominal total return, or +11.05%/yr, and is currently −4.00% below its total-return high on Feb. 27, 2026.

Thu 2020-05-21💬 to Wed 2026-05-27 YTD
Return
1 Year
Return
JEPI
×
+1.02%
2026-05-27
+9.05%
2026-05-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21💬 to Wed 2026-05-27 Overall
Return
Exponential
Trendline
JEPI
×
+87.85%
+11.05%/yr
+9.37%/yr
(R2=0.928)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21💬 to Wed 2026-05-27 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$18,784.80
2026-05-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2026 (YTD) +1.02%
2025 +8.10%
2024 +12.59%
2023 +9.83%
2022 −3.49%
2021 +21.53%
2020 +18.61%

Drawdowns

Thu 2020-05-21💬 to Wed 2026-05-27 Current
Drawdown
Worst
Drawdown
JEPI
×
−4.00%
from 2026-02-27 peak
−13.71%
2022-09-30
from 2022-04-20 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-05-27 1
Year
2
Years
3
Years
5
Years
10
Years
JEPI
×
+9.05% +16.10%
+7.72%/yr
+31.67%
+9.59%/yr
+44.31%
+7.61%/yr
JPMorgan Equity Premium Income ETF Exchange-Traded Fund