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 +3.81% over the past year and −3.02% YTD, with dividends reinvested. Since May 21, 2020, JEPI is up +42.68% in real purchasing-power return, or +6.07%/yr, and is currently −7.08% below its real total-return high on Feb. 27, 2026.

Thu 2020-05-21💬 to Mon 2026-06-01 YTD
Return
1 Year
Return
JEPI
×
−3.02%
2026-06-01
+3.81%
2026-06-01
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund

Returns

Thu 2020-05-21💬 to Mon 2026-06-01 Overall
Return
Exponential
Trendline
JEPI
×
+42.68%
+6.07%/yr
+4.74%/yr
(R2=0.734)
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21💬 to Mon 2026-06-01 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$14,268.09
2026-06-01
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund

Annual Returns

Year JEPI
2026 (YTD) −3.02%
2025 +5.28%
2024 +9.43%
2023 +6.27%
2022 −9.35%
2021 +13.54%
2020 +16.76%

Drawdowns

Thu 2020-05-21💬 to Mon 2026-06-01 Current
Drawdown
Worst
Drawdown
JEPI
×
−7.08%
from 2026-02-27 peak
−18.27%
2022-09-30
from 2021-12-31 peak
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-06-01 1
Year
2
Years
3
Years
5
Years
10
Years
JEPI
×
+3.81% +8.20%
+4.01%/yr
+18.32%
+5.77%/yr
+15.46%
+2.92%/yr
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund