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

Total Real Returns

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

Tue 2023-09-19? to Fri 2025-08-01 YTD
Return
TRR
Price
JEPI
×
−0.79%
2025-08-01
1.386 TRR
2025-08-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
+3.86%
2025-08-01
7.734 TRR
2025-08-01
Tidal Trust II Exchange-Traded Fund

Returns

Tue 2023-09-19? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
JEPI
×
+11.60%
+6.05%/yr
+7.93%/yr
(R2=0.653)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
+673.39%
+199.08%/yr
+269.59%/yr
(R2=0.826)
Tidal Trust II Exchange-Traded Fund

Growth of $10,000

Tue 2023-09-19? to Fri 2025-08-01 Start
Value
End
Value
JEPI
×
$10,000.00
2023-09-19
$11,159.94
2025-08-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
$10,000.00
2023-09-19
$77,339.11
2025-08-01
Tidal Trust II Exchange-Traded Fund

Annual Returns

Year JEPI JEPY
2025 (YTD) −0.79% +3.86%
2024 +9.43% +398.62%
2023 +6.27% +49.34%
2022 −9.35%
2021 +13.54%
2020 +16.75%

Drawdowns

Tue 2023-09-19? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
JEPI
×
−4.92% −14.45%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
−1.63% −16.49%
2025-04-10
Tidal Trust II Exchange-Traded Fund