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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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