Performance analysis of JEPQ (JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF)
Annual Return
Over the past 3 years, JEPQ has had an average annual return of +18.38%, underperforming the benchmark SPY, which returned +19.31% annual.
Since May 4, 2022, JEPQ has had an average annual return of +15.28%, underperforming the benchmark SPY, which returned +15.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.65% | +15.21% | +24.88% | +36.25% | -12.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.25% | -1.57% | -3.50% | +7.83% | +4.21% | +1.44% | -3.66% | +6.65% | |||||
| 2025 | +1.94% | -1.82% | -6.68% | +0.19% | +3.71% | +4.59% | +2.22% | +1.89% | +4.14% | +3.55% | +0.31% | +0.76% | +15.21% |
| 2024 | +3% | +4.30% | +2.51% | -3.30% | +5.01% | +3.27% | -2.47% | +1.50% | +2.65% | +0.38% | +5.54% | +0.44% | +24.88% |
| 2023 | +6.25% | -0.76% | +6.97% | +2.55% | +4.34% | +3.16% | +2.97% | -0.13% | -3.34% | -0.76% | +7.71% | +3% | +36.25% |
| 2022 | -3.73% | -6.25% | +8.22% | -5.14% | -8.85% | +4.46% | +5.16% | -6.12% | -12.91% |
Drawdown analysis of JEPQ (JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF)
The maximum drawdown for the JEPQ was -20.06%, occurring on Apr 8, 2025. Recovery took 84 trading sessions.
The current JEPQ drawdown is -3.66%.
Since May 4, 2022 JEPQ has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.06% | Feb 19, 2025 | 34 | Apr 8, 2025 | 84 | Aug 8, 2025 | 118 |
| -16.83% | May 4, 2022 | 113 | Oct 14, 2022 | 133 | Apr 27, 2023 | 246 |
| -10.70% | Jul 10, 2024 | 20 | Aug 7, 2024 | 43 | Oct 8, 2024 | 63 |
| -8.82% | Jan 28, 2026 | 42 | Mar 30, 2026 | 11 | Apr 15, 2026 | 53 |
| -6.61% | Sep 14, 2023 | 30 | Oct 26, 2023 | 8 | Nov 7, 2023 | 38 |
| -6.04% | Apr 11, 2024 | 6 | Apr 19, 2024 | 17 | May 14, 2024 | 23 |
| -5.02% | Nov 3, 2025 | 13 | Nov 20, 2025 | 5 | Nov 28, 2025 | 18 |
| -4.72% | Jun 2, 2026 | 6 | Jun 10, 2026 | 3 | Jun 15, 2026 | 9 |
| -4.35% | Jul 31, 2023 | 14 | Aug 18, 2023 | 15 | Sep 11, 2023 | 29 |
| -3.79% | Jun 30, 2026 | 12 | Jul 17, 2026 | Ongoing | Ongoing | Ongoing |
| -3.34% | Dec 24, 2024 | 12 | Jan 14, 2025 | 5 | Jan 22, 2025 | 17 |
| -3.24% | Dec 10, 2025 | 5 | Dec 17, 2025 | 4 | Dec 23, 2025 | 9 |
| -3.19% | Jun 22, 2026 | 4 | Jun 26, 2026 | 2 | Jun 30, 2026 | 6 |
| -2.36% | Jan 23, 2025 | 2 | Jan 27, 2025 | 13 | Feb 13, 2025 | 15 |
| -2.31% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -2.25% | Jan 12, 2026 | 5 | Jan 20, 2026 | 4 | Jan 26, 2026 | 9 |
| -2.17% | Dec 16, 2024 | 3 | Dec 19, 2024 | 3 | Dec 24, 2024 | 6 |
| -2.17% | Oct 29, 2024 | 2 | Oct 31, 2024 | 4 | Nov 6, 2024 | 6 |
| -1.93% | Dec 28, 2023 | 4 | Jan 4, 2024 | 3 | Jan 9, 2024 | 7 |
| -1.83% | Nov 13, 2024 | 2 | Nov 15, 2024 | 6 | Nov 25, 2024 | 8 |
| -1.69% | Apr 1, 2024 | 3 | Apr 4, 2024 | 5 | Apr 11, 2024 | 8 |
| -1.65% | Aug 18, 2025 | 3 | Aug 21, 2025 | 4 | Aug 27, 2025 | 7 |
| -1.52% | Aug 28, 2025 | 2 | Sep 2, 2025 | 3 | Sep 5, 2025 | 5 |
| -1.32% | Jun 15, 2026 | 2 | Jun 17, 2026 | 1 | Jun 18, 2026 | 3 |
| -1.30% | Mar 12, 2024 | 3 | Mar 15, 2024 | 3 | Mar 20, 2024 | 6 |