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 Wed 2025-07-02 YTD
Return
TRR
Price
JEPI
×
+1.35%
2025-07-02
1.412 TRR
2025-07-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
+2.80%
2025-07-02
7.654 TRR
2025-07-02
Tidal Trust II Exchange-Traded Fund

Returns

Tue 2023-09-19? to Wed 2025-07-02 Overall
Return
Exponential
Trendline
JEPI
×
+13.69%
+7.45%/yr
+8.28%/yr
(R2=0.647)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
+665.39%
+212.72%/yr
+297.45%/yr
(R2=0.836)
Tidal Trust II Exchange-Traded Fund

Growth of $10,000

Tue 2023-09-19? to Wed 2025-07-02 Start
Value
End
Value
JEPI
×
$10,000.00
2023-09-19
$11,368.82
2025-07-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
$10,000.00
2023-09-19
$76,539.06
2025-07-02
Tidal Trust II Exchange-Traded Fund

Annual Returns

Year JEPI JEPY
2025 (YTD) +1.35% +2.80%
2024 +9.42% +398.65%
2023 +6.27% +49.32%
2022 −9.36%
2021 +13.54%
2020 +16.76%

Drawdowns

Tue 2023-09-19? to Wed 2025-07-02 Current
Drawdown
Worst
Drawdown
JEPI
×
−3.14% −14.46%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
−2.15% −16.51%
2025-04-10
Tidal Trust II Exchange-Traded Fund