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 Wed 2025-08-27 YTD
Return
TRR
Price
JEPI
×
+1.80%
2025-08-27
1.423 TRR
2025-08-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-08-27 Overall
Return
Exponential
Trendline
JEPI
×
+42.26%
+6.92%/yr
+4.41%/yr
(R2=0.626)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-08-27 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$14,225.60
2025-08-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) +1.80%
2024 +9.44%
2023 +6.26%
2022 −9.34%
2021 +13.55%
2020 +16.73%

Drawdowns

Thu 2020-05-21? to Wed 2025-08-27 Current
Drawdown
Worst
Drawdown
JEPI
×
−2.44% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund