All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2022-05-04? to Thu 2025-09-11 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
JEPI × |
+2.51%
2025-09-11 |
1.432 TRR
2025-09-11 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
+5.07%
2025-09-11 |
1.429 TRR
2025-09-11 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Thu 2025-09-11 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
JEPI × |
+15.77%
+4.46%/yr |
+7.36%/yr
(R2=0.857) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
+42.92%
+11.23%/yr |
+17.20%/yr
(R2=0.892) |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Thu 2025-09-11 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
JEPI × |
$10,000.00
2022-05-04 |
$11,577.35
2025-09-11 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
$10,000.00
2022-05-04 |
$14,291.87
2025-09-11 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Year | JEPI | JEPQ |
---|---|---|
2025 (YTD) | +2.51% | +5.07% |
2024 | +9.42% | +21.39% |
2023 | +6.27% | +31.87% |
2022 | −9.34% | −15.02% |
2021 | +13.54% | — |
2020 | +16.74% | — |
Wed 2022-05-04? to Thu 2025-09-11 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
JEPI × | −1.78% |
−14.46%
2025-04-08 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
JEPQ × | 0.00% |
−20.44%
2025-04-08 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||