How is the JEPI chart calculated?

Each ETF starts at $10,000 using historical daily closes. Stock splits adjust share count. With DRIP on, dividends buy additional shares on ex-dividend days. Ending value, total return, and annual return are derived from that path.

Is this investment advice?

No. Results are historical illustrations only and do not predict future performance or constitute personalized investment, tax, or financial advice.

JEPI historical returns (dividends reinvested)

$10,000 starting capital · DRIP on · history from 2020-05-21 to 2026-10-14

JEPI uses a covered-call approach for high current income. Backtest how $10,000 would have compounded with distributions reinvested or taken as cash (DRIP off).

JEPIUSD

JPMORGAN EQUITY PREMIUM INCOME ETF

From 2020-05-21 to 2026-10-14

10,000→19,598

Total return +95.98% · Annual return +11.09%

Portfolio value

2020-05-21→2026-10-14

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JEPI

Frequently asked questions

How is the JEPI chart calculated?: Each ETF starts at $10,000 using historical daily closes. Stock splits adjust share count. With DRIP on, dividends buy additional shares on ex-dividend days. Ending value, total return, and annual return are derived from that path.
Is this investment advice?: No. Results are historical illustrations only and do not predict future performance or constitute personalized investment, tax, or financial advice.

Related ETF comparisons

$10,000 backtest with optional dividend reinvestment.

Historical illustration only — not investment advice. Back to the ETF return calculator.