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 Fri 2025-12-12 YTD
Return
TRR
Price
JEPI
×
+4.53%
2025-12-12
1.461 TRR
2025-12-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
JEPI
×
+46.08%
+7.05%/yr
+4.51%/yr
(R2=0.673)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Fri 2025-12-12 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$14,607.79
2025-12-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) +4.53%
2024 +9.45%
2023 +6.25%
2022 −9.35%
2021 +13.55%
2020 +16.75%

Drawdowns

Thu 2020-05-21? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
JEPI
×
−0.10% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund