All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2022-05-04? to Tue 2025-07-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
JEPI × |
+0.32%
2025-07-01 |
1.402 TRR
2025-07-01 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
−1.63%
2025-07-01 |
1.338 TRR
2025-07-01 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Tue 2025-07-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
JEPI × |
+13.31%
+4.03%/yr |
+7.56%/yr
(R2=0.843) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
+33.79%
+9.65%/yr |
+17.53%/yr
(R2=0.878) |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Tue 2025-07-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
JEPI × |
$10,000.00
2022-05-04 |
$11,331.07
2025-07-01 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
$10,000.00
2022-05-04 |
$13,378.92
2025-07-01 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Year | JEPI | JEPQ |
---|---|---|
2025 (YTD) | +0.32% | −1.63% |
2024 | +9.44% | +21.39% |
2023 | +6.27% | +31.83% |
2022 | −9.35% | −15.02% |
2021 | +13.53% | — |
2020 | +16.77% | — |
Wed 2022-05-04? to Tue 2025-07-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
JEPI × | −3.86% |
−14.46%
2025-04-08 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
JEPQ × | −5.05% |
−20.42%
2025-04-08 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||