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

Total Real Returns

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

JEPQ real return snapshot: after CPI-U inflation, JEPQ returned +13.89% over the past year and +6.88% YTD, with dividends reinvested. Since May 4, 2022, JEPQ is up +63.10% in real purchasing-power return, or +11.86%/yr, and is currently −1.14% below its real total-return high on Aug. 17, 2026.

Data ending Mon Sep. 14, 2026

Growth of $10,000

Wed 2022-05-04💬 to Mon 2026-09-14 Overall
Return
Exponential
Trendline
JEPQ
×
+63.10%
+11.86%/yr
+16.80%/yr
R2=0.942
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2022-05-04💬 to Mon 2026-09-14 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$16,309.86
2026-09-14

This Year’s Performance

through 2026-09-14

  YTD YoY
JEPQ
×
+6.88% +13.89%

Drawdowns

  Current
Drawdown
Worst
Drawdown
JEPQ
×
−1.14%
on 2026-09-14
from 2026-08-17 peak
−20.43%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Mon 2026-09-14 1 yr 2 yr 3 yr 5 yr 10 yr
JEPQ
×
+13.89% +30.15%
+14.09%/yr
+54.72%
+15.66%/yr

Annual Returns

Year JEPQ
2026 (YTD) +6.88%
2025 +12.19%
2024 +21.40%
2023 +31.87%
2022 −15.03%