All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
JEPI real return snapshot: after CPI-U inflation, JEPI returned +3.50% over the past year and −0.55% YTD, with dividends reinvested. Since May 21, 2020, JEPI is up +46.32% in real purchasing-power return, or +6.40%/yr, and is currently −4.71% below its real total-return high on Feb. 27, 2026.
Data ending Fri Jul. 10, 2026
| Thu 2020-05-21💬 to Fri 2026-07-10 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−0.55%
2026-07-10 |
+3.50%
2026-07-10 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21💬 to Fri 2026-07-10 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+46.32%
+6.40%/yr |
+4.70%/yr
(R2=0.741) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21💬 to Fri 2026-07-10 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$14,631.65
2026-07-10 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | JEPI |
|---|---|
| 2026 (YTD) | −0.55% |
| 2025 | +5.28% |
| 2024 | +9.43% |
| 2023 | +6.27% |
| 2022 | −9.35% |
| 2021 | +13.54% |
| 2020 | +16.76% |
| Thu 2020-05-21💬 to Fri 2026-07-10 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−4.71%
from 2026-02-27 peak |
−18.27%
2022-09-30 from 2021-12-31 peak |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Period ending Fri 2026-07-10 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| JEPI × | +3.50% |
+10.84% +5.28%/yr |
+18.93% +5.95%/yr |
+15.75% +2.97%/yr |
— | |
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
