All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
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 | ||||||
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 | ||||||
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 | ||||||
Year | JEPI |
---|---|
2025 (YTD) | −1.29% |
2024 | +9.43% |
2023 | +6.26% |
2022 | −9.35% |
2021 | +13.54% |
2020 | +16.77% |
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 | ||||||