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

Total Real Returns

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

×
Fri 2023-12-29 to Wed 2025-06-04 YTD
Return
TRR
Price
JEPI
×
−1.29%
2025-06-04
1.38 TRR
2025-06-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Fri 2023-12-29 to Wed 2025-06-04 Overall
Return
Exponential
Trendline
JEPI
×
+8.02%
+5.54%/yr
+6.19%/yr
(R2=0.433)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Fri 2023-12-29 to Wed 2025-06-04 Start
Value
End
Value
JEPI
×
$10,000.00
2023-12-29
$10,802.01
2025-06-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI
2025 (YTD) −1.29%
2024 +9.43%
2023 +6.26%
2022 −9.35%
2021 +13.54%
2020 +16.77%

Drawdowns

Fri 2023-12-29 to Wed 2025-06-04 Current
Drawdown
Worst
Drawdown
JEPI
×
−5.41% −14.45%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund