All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JEPI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2020-05-21? to Mon 2025-08-04 YTD
Return
TRR
Price
JEPI
×
+0.30%
2025-08-04
1.402 TRR
2025-08-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Mon 2025-08-04 Overall
Return
Exponential
Trendline
JEPI
×
+40.15%
+6.70%/yr
+4.39%/yr
(R2=0.615)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Mon 2025-08-04 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$14,015.45
2025-08-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) +0.30%
2024 +9.43%
2023 +6.26%
2022 −9.35%
2021 +13.54%
2020 +16.75%

Drawdowns

Thu 2020-05-21? to Mon 2025-08-04 Current
Drawdown
Worst
Drawdown
JEPI
×
−3.90% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund