Performance analysis of JEPI (JPMORGAN EQUITY PREMIUM INCOME ETF)
Annual Return
Over the past 3 years, JEPI has had an average annual return of +8.85%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, JEPI has had an average annual return of +7.30%, underperforming the benchmark SPY, which returned +14% annual.
Since May 21, 2020, JEPI has had an average annual return of +10.81%, underperforming the benchmark SPY, which returned +18.62% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.01% | +8.11% | +12.58% | +9.81% | -3.52% | +21.50% | +18.59% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.31% | +2.86% | -4.79% | +2.36% | -1.93% | -0.57% | +0.01% | ||||||
| 2025 | +2.50% | +1.31% | -3.28% | -2.01% | +1.79% | +2.34% | +0.05% | +1.84% | +0.56% | +0.24% | +2.44% | +0.23% | +8.11% |
| 2024 | +1.78% | +2.35% | +2.10% | -2.75% | +2.20% | +0.38% | +2.01% | +2.87% | +1.85% | -0.73% | +4.32% | -4.14% | +12.58% |
| 2023 | +1.80% | -2.25% | +2.29% | +2.30% | -1.74% | +3.12% | +1.65% | -0% | -3.06% | -1.09% | +4.68% | +2% | +9.81% |
| 2022 | -3.48% | -1.24% | +3.38% | -3.68% | -0.07% | -3.65% | +4.73% | -2.94% | -6.35% | +7.51% | +5.22% | -1.97% | -3.52% |
| 2021 | -1.59% | +0.68% | +6.34% | +2.59% | +1.75% | +1.60% | +2.57% | +1.74% | -4.15% | +4.57% | -1.69% | +5.75% | +21.50% |
| 2020 | +2.52% | -0.51% | +5.51% | +2.38% | -0.75% | -1.44% | +7.25% | +2.60% | +18.59% |
Drawdown analysis of JEPI (JPMORGAN EQUITY PREMIUM INCOME ETF)
The maximum drawdown for the JEPI was -13.72%, occurring on Sep 30, 2022. Recovery took 178 trading sessions.
The current JEPI drawdown is -4.96%.
Since May 21, 2020 JEPI has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.72% | Apr 20, 2022 | 113 | Sep 30, 2022 | 178 | Jun 16, 2023 | 291 |
| -13.26% | Feb 19, 2025 | 34 | Apr 8, 2025 | 94 | Aug 22, 2025 | 128 |
| -7.11% | Dec 31, 2021 | 36 | Feb 23, 2022 | 32 | Apr 8, 2022 | 68 |
| -6.70% | Sep 14, 2023 | 31 | Oct 27, 2023 | 24 | Dec 1, 2023 | 55 |
| -6.69% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -4.92% | Nov 29, 2024 | 27 | Jan 10, 2025 | 26 | Feb 19, 2025 | 53 |
| -4.52% | Sep 2, 2021 | 19 | Sep 30, 2021 | 18 | Oct 26, 2021 | 37 |
| -4.15% | Oct 12, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
| -3.86% | Jul 31, 2024 | 3 | Aug 5, 2024 | 8 | Aug 15, 2024 | 11 |
| -3.59% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -3.58% | Sep 2, 2020 | 14 | Sep 23, 2020 | 10 | Oct 7, 2020 | 24 |
| -3.37% | Jun 3, 2020 | 17 | Jun 26, 2020 | 5 | Jul 6, 2020 | 22 |
| -3.24% | Nov 16, 2021 | 10 | Dec 1, 2021 | 4 | Dec 7, 2021 | 14 |
| -2.83% | Jan 25, 2021 | 4 | Jan 29, 2021 | 13 | Feb 18, 2021 | 17 |
| -2.57% | Feb 18, 2021 | 10 | Mar 4, 2021 | 3 | Mar 9, 2021 | 13 |
| -2.50% | Nov 12, 2025 | 6 | Nov 20, 2025 | 3 | Nov 25, 2025 | 9 |
| -2.17% | May 10, 2021 | 2 | May 12, 2021 | 15 | Jun 3, 2021 | 17 |
| -2.10% | Aug 14, 2023 | 8 | Aug 24, 2023 | 4 | Aug 30, 2023 | 12 |
| -2.02% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -1.95% | May 17, 2024 | 8 | May 30, 2024 | 29 | Jul 12, 2024 | 37 |
| -1.83% | Dec 16, 2021 | 2 | Dec 20, 2021 | 4 | Dec 27, 2021 | 6 |
| -1.80% | Oct 3, 2025 | 5 | Oct 10, 2025 | 6 | Oct 20, 2025 | 11 |
| -1.77% | Jul 17, 2024 | 6 | Jul 25, 2024 | 4 | Jul 31, 2024 | 10 |
| -1.75% | Oct 27, 2025 | 8 | Nov 6, 2025 | 4 | Nov 12, 2025 | 12 |
| -1.54% | Aug 30, 2024 | 4 | Sep 6, 2024 | 4 | Sep 12, 2024 | 8 |