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 Tue 2025-07-15 YTD
Return
TRR
Price
JEPI
×
+0.21%
2025-07-15
1.4 TRR
2025-07-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
JEPI
×
+40.03%
+6.76%/yr
+4.37%/yr
(R2=0.606)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Tue 2025-07-15 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$14,002.98
2025-07-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) +0.21%
2024 +9.44%
2023 +6.25%
2022 −9.35%
2021 +13.55%
2020 +16.74%

Drawdowns

Thu 2020-05-21? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
JEPI
×
−3.96% −18.28%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund