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JEPI: JPMorgan Equity Premium Income ETF (ETF)
Basic Info 57.32 0.15(0.26%) July 25
See more info about JEPI| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (13%) |
| Start Date: | 05/22/2020 |
| Last Dividend Date: | 07/01/2025 |
| 12-Mo. Yield | 8.31% |
| Expenses | - |
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Performance Analytics (As of 07/23/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 05/22/2020 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) ? | 0.6 | 4.1 | 10.5 | 10.0 | 11.0 | 11.9 | 12.6 | 9.8 | -3.5 |
| Sharpe Ratio ? | NA | 0.2 | 0.38 | 0.62 | 0.79 | 0.87 | 1.18 | 0.73 | -0.32 |
| Draw Down(%) ? | NA | 13.3 | 13.3 | 13.3 | 13.7 | 13.7 | 4.6 | 6.7 | 13.7 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2020
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