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)

JEPI real return snapshot: after CPI-U inflation, JEPI returned +4.61% over the past year and −2.15% YTD, with dividends reinvested. Since May 21, 2020, JEPI is up +43.97% in real purchasing-power return, or +6.18%/yr, and is currently −6.24% below its real total-return high on Feb. 27, 2026.

Data ending Thu Jun. 18, 2026

Thu 2020-05-21💬 to Thu 2026-06-18 YTD
Return
1 Year
Return
JEPI
×
−2.15%
2026-06-18
+4.61%
2026-06-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21💬 to Thu 2026-06-18 Overall
Return
Exponential
Trendline
JEPI
×
+43.97%
+6.18%/yr
+4.71%/yr
(R2=0.736)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21💬 to Thu 2026-06-18 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$14,397.27
2026-06-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2026 (YTD) −2.15%
2025 +5.28%
2024 +9.43%
2023 +6.27%
2022 −9.35%
2021 +13.54%
2020 +16.76%

Drawdowns

Thu 2020-05-21💬 to Thu 2026-06-18 Current
Drawdown
Worst
Drawdown
JEPI
×
−6.24%
from 2026-02-27 peak
−18.27%
2022-09-30
from 2021-12-31 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-06-18 1
Year
2
Years
3
Years
5
Years
10
Years
JEPI
×
+4.61% +9.39%
+4.59%/yr
+17.56%
+5.54%/yr
+17.00%
+3.19%/yr
JPMorgan Equity Premium Income ETF Exchange-Traded Fund