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 2025-05-27 YTD
Return
TRR
Price
JEPI
×
−1.65%
2025-05-27
1.374 TRR
2025-05-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Tue 2025-05-27 Overall
Return
Exponential
Trendline
JEPI
×
+37.43%
+6.54%/yr
+4.34%/yr
(R2=0.585)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Tue 2025-05-27 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$13,742.65
2025-05-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) −1.65%
2024 +9.42%
2023 +6.26%
2022 −9.34%
2021 +13.54%
2020 +16.74%

Drawdowns

Thu 2020-05-21? to Tue 2025-05-27 Current
Drawdown
Worst
Drawdown
JEPI
×
−5.76% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund