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JEPI Jpmorgan Equity Premium Income ETF

Over the last 6 years (2020-052026-09), $10,000 invested in JEPI with dividends reinvested grew to $19,36610.85% a year — with a worst peak-to-trough fall of -12.99%. Past performance doesn't predict future results.

Growth of $10,000 · 2020-052026-09 · dividends reinvested

CAGR (annualized return)
10.85%
Volatility (annualized)
10.02%
Worst drawdown
-12.99%
Sharpe ratio
0.92

About JEPI

JPMorgan Equity Premium Income ETF is an actively managed equity exchange-traded fund designed to combine U.S. large-cap stock exposure with a disciplined options overlay. The fund seeks current income and capital appreciation by investing in a diversified portfolio of equities and using equity-linked notes to sell call options, a structure intended to generate distributable income from market activity. JPMorgan Equity Premium Income ETF focuses on established companies across major sectors such as technology, healthcare, financials, consumer goods, and industrials, giving it broad participation in the U.S. equity market. Its portfolio is built to emphasize quality and income-oriented characteristics while maintaining exposure to large-cap growth and value names. As part of JPMorgan’s ETF lineup, it plays a role in the derivative income segment, appealing to investors seeking a packaged approach to equity market participation and monthly income generation.

Put JEPI to the test

Every tool below opens prefilled with JEPI — free, no account needed.

Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

JEPI — Jpmorgan Equity Premium Income ETF: returns, risk & backtest · Informed Portfolio