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JEPI · JPMorgan Equity Premium Income ETF

Over the last 6 years (2020-06 to 2026-10), $10,000 invested in JEPI with dividends reinvested grew to $19,187, 10.69% a year, with a worst peak-to-trough fall of -12.99%. Past performance doesn't predict future results.

Growth of $10,000 · 2020-06 to 2026-10 · dividends reinvested

CAGR (annualized return)
10.69%
Volatility (annualized)
10.04%
Worst drawdown
-12.99%
Sharpe ratio
0.76

How JEPI held up in past market crashes

JEPI has been through 1 of the market crashes since 2000 in our data. Its deepest price fall was 19.3% in the 2022 bear market, when the S&P 500 fell 25.4%. Its price had not yet regained that high by the latest close (price only, not counting the dividends or interest it paid). No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of JEPI in each market crash, next to the S&P 500
CrashJEPI deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2022 bear market-19.3%-25.4%Jan 2022 to Oct 2022Not yet

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

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.

Fund description from our market-data provider.

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.