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

Total Real Returns

JEPI,JEPQ: Total Return Chart (with Dividends Reinvested)

Wed 2022-05-04? to Tue 2025-07-01 YTD
Return
TR
Price
JEPI
×
+2.39%
2025-07-01
1.761 TR
2025-07-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+0.39%
2025-07-01
1.488 TR
2025-07-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Tue 2025-07-01 Overall
Return
Exponential
Trendline
JEPI
×
+26.05%
+7.60%/yr
+10.83%/yr
(R2=0.920)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+48.84%
+13.41%/yr
+21.10%/yr
(R2=0.910)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Tue 2025-07-01 Start
Value
End
Value
JEPI
×
$10,000.00
2022-05-04
$12,605.28
2025-07-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$14,884.13
2025-07-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPI JEPQ
2025 (YTD) +2.39% +0.39%
2024 +12.59% +24.89%
2023 +9.82% +36.27%
2022 −3.49% −12.89%
2021 +21.53%
2020 +18.61%

Drawdowns

Wed 2022-05-04? to Tue 2025-07-01 Current
Drawdown
Worst
Drawdown
JEPI
×
−1.89% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
−4.02% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund