All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JEPI,JEPQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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