Price
$56.10-0.94%Social Signal Score
52-week range
- Last close
- $56.10
- Off 52w high
- -6.3%
- 200-day average
- $57.24
- vs 200-day
- -2.0%
Company Profile
- Sector
- Financial Services
- Industry
- Asset Management - Income
- Beta
- 0.43
- Country
- US
Quote
Valuation & Ratios
Returns & Efficiency
Valuation
JEPIhas no positive reported earnings per share, so an earnings-multiple projection can't be built for it. Companies are valued on other measures at this stage — revenue growth, cash burn, or book value — none of which this calculator models.
Signal Score (90d)
38-39.20%Social Signal Score
Mentions (69)
- Newsseekingalpha.com·4h ago·Negative
JEPI Is Selling The Wrong Volatility JPMorgan Equity Premium Income ETF is rated Sell due to persistent underperformance versus DIVO across multiple market cycles. JEPI's index option strategy fails to capture elevated single-stock volatility, limiting its income potential in the current market environment. DIVO's single-stock covered call approach has delivered superior total returns and more resilient distributions, outperforming JEPI in five of the last six years.
View source ↗ - 4chan /biz/biz·1d ago·Neutral
>>62735318 JEPI was founded in 2020...
View source ↗ - 4chan /biz/biz·1d ago·Neutral
>>62737816 JEPI doesn't s*** the bed like other ETFs do, it's holdings are defensive consumer staples. If the market sees a downturn JEPI will see some decline but the covered calls will actually pay more as the market declines. JEPQ on the other hand is strait f***** in a downturn with all those s***** tech holdings.
View source ↗ - 4chan /biz/biz·2d ago·Neutral
A lot of people lkke JEPQ but neglect JEPI. I do a 50/50 split between the two (not my whole portfolio obviously but they ge the same amount of funds
View source ↗ - News247wallst.com·2d ago·Negative
JEPI Built Your Income Strategy. JEPQ Pays You Better for It. Three covered-call ETFs went ex-dividend on the same day, and the fund with the biggest name delivered the smallest check on an identical $100,000 investment.
View source ↗ - 4chan /biz/biz·4d ago·Neutral
Is there a global version of JEPI?
View source ↗ - News (Marketaux)gurufocus.com·4d ago·Neutral
JPMorgan Equity Premium Income ETF (JEPI) Declares $0.3413 Dividend Payable October 5 On October 01, 2026, JPMorgan <[+232 characters]
View source ↗ - 4chan /biz/biz·5d ago·Negative
"You can create your own dividend by selling" Except if your down, youll lose money if you sell. Congratulations, you just invented negative dividends. If you want to retire early and stop being a wagie, I think JEPI and JEPQ (or similar funds) will be part of it.
View source ↗ - 4chan /biz/biz·6d ago·Negative
>>62735318 you can just sell JEPI if a 20% crash happens, throw it all into VOO and ride it on the way back up.
View source ↗ - 4chan /biz/biz·7d ago·Neutral
Would the iShares equivalent (BALI) be better than JEPI? It seems to have better grow and similar income.
View source ↗ - 4chan /biz/biz·7d ago·Neutral
>>62735313 When it drops -55% like it did in 2008 you will get f***** cause upside is capped on covered calls and on JEPI it's even worse because they took out the big growth stocks of the SPY. Not only will you lose your principle they will lower the dividend.
View source ↗ - 4chan /biz/biz·7d ago·Neutral
>>62735301 If I'm not intending to sell, is JEPI that much worse compared to bonds?
View source ↗ - 4chan /biz/biz·7d ago·Neutral
>>62734444 JEPI has done worse than SGOV lol
View source ↗ - 4chan /biz/biz·7d ago·Neutral
Being a bagholding cuck VS being a JEPI chad earning income every month
View source ↗ - News (RSS)seekingalpha·10d ago·Positive
JEPI: A Hedge Against A Tech-Led Market Slide
View source ↗ - 4chan /biz/biz·10d ago·Negative
In Europe, these are the available covered call etfs: JEPI, JEPQ, and a global version of them A global version of BALI/BALQ called WINC The Global X etfs 2 or 3 tiny Rex Shares etfs Some yieldmax etfs One UBS SP500 etf The yieldmax are obviously garbage, but what do you think about the others? For example, are the Global X etfs good? Are the Rex shares etfs good?
View source ↗ - Newsseekingalpha.com·10d ago·Neutral
JEPI: A Hedge Against A Tech-Led Market Slide JPMorgan Equity Premium Income ETF offers diversified, income-focused exposure to large-cap U.S. equities with a covered call overlay. JEPI has delivered double-digit annual NAV growth and consistent monthly income since inception, appealing to investors seeking both yield and capital appreciation. The ETF maintains a balanced sector allocation, with a deliberate underweighting of the tech sector relative to rival ETFs as well as the S&P 500.
View source ↗ - 4chan /biz/biz·11d ago·Neutral
I heard JEPI/JEPQ use ELNs instead of covered calls. I have no idea what ELNs are, are they risky?
View source ↗ - Newsetftrends.com·12d ago·Positive
Long Bonds vs. Derivative Income: The Income Dilemma When pursuing income in today's market, are investors better off allocating to long-dated bond funds or derivative-income ETFs? That question was center stage at a Future Proof panel, posed by my friend, ETF industry veteran Dave Nadig, in a debate that's become familiar to advisors navigating client income needs.
View source ↗ - News247wallst.com·12d ago·Positive
The Fed Just Hiked. Here's What It Does to JEPI, SCHD, and Your Money Market Fund The Fed's latest rate hike quietly shifted the math on one of the most popular dividend ETFs in America, and the alternative that fits the new regime looks nothing like what most income investors expect.
View source ↗ - News (RSS)seekingalpha·12d ago·Negative
JEPI: The SCHD Of Covered Call ETFs
View source ↗ - Newsinvezz.com·12d ago·Neutral
Are JEPI, SPYI, and GPIX ETFs good buys as their inflows jump? American investors are piling into boomer candy ETFs like the Goldman Sachs S&P 500 Premium Income ETF (GPIX), NEOS S&P 500 High Income ETF (SPYI), and JPMorgan Equity Premium Income Fund (JEPI). These funds are seeing substantial inflows this year, even as US short-term and long-term bond yields continue rising.
View source ↗ - 4chan /biz/biz·13d ago·Neutral
>>62718065 Does the iShares cc etf (BALI/BALQ) also offer downside protection? Does it work like JEPI/JEPQ?
View source ↗ - 4chan /biz/biz·13d ago·Neutral
>>62718065 One thing I’ll add, JEPQ/JEPI actually is a fantastic instrument to hold over a shorter time horizon if you’re explicitly expecting a crab market and you are too lazy to construct an options strategy for a crab market/options scare you. You could be an extremely profitable trader just only ever trading long qqq/short qqq/JEPQ and timing the bull/bear/crab correctly. Lazy but much more profitable than buy and hold.
View source ↗ - Newsseekingalpha.com·13d ago·Negative
JEPI: The SCHD Of Covered Call ETFs JPMorgan Equity Premium Income ETF delivers stable, monthly income with lower volatility, targeting income-focused investors seeking reliable distributions. JEPI employs a covered call strategy via equity-linked notes, sacrificing some upside for an 8% yield and reduced drawdowns versus the S&P 500. While JEPI underperforms peers and its benchmark in total returns, it fulfills its design for income stability and volatility mitigation.
View source ↗ - 4chan /biz/biz·13d ago·Neutral
Which do you think is better: JEPI+JEPQ or BALI+BALQ?
View source ↗ - 4chan /biz/biz·13d ago·Negative
Compared to JEPI and JEPQ, what do you guys think of BALI and BALQ (iShares premium income active etf)? It looks like they're the iShares equivalent to JEPI/JEPQ, right? Also, what about the Global X covered call etfs? I'm under the impression that theyre riskier than JEPI/JEPQ, am I correct?
View source ↗ - News247wallst.com·13d ago·Neutral
JEPI's 4.42% Gain Looks Modest Next to FYEE's 12.4% Run in 2026 JEPI has been doing its job in 2026, delivering steady income and muted volatility exactly as promised. But a smaller Fidelity fund running a nearly identical strategy has quietly built a gap that JEPI investors may find hard to ignore.
View source ↗ - News247wallst.com·14d ago·Positive
Forget JEPI: Invesco's Equal-Weight Income Fund Is Beating It by 6+ Points With Lower Fees JEPI has built its reputation on reliable monthly income, but a lesser-known Invesco fund is quietly outpacing it in 2026 while charging investors less for the privilege.
View source ↗ - Newsseekingalpha.com·14d ago·Positive
JEPI Vs. GPIQ: The 5% Treasury Test For Retirees JPMorgan Equity Premium Income ETF is rated Hold, while Goldman Sachs Nasdaq-100 Premium Income ETF is rated Buy. GPIQ offers a higher 10.05% trailing yield and stronger capital appreciation, but with higher volatility and tech concentration than JEPI's steadier, lower-volatility profile. JEPI's income advantage over Treasuries has narrowed, making its risk/reward less compelling unless distributions rise or Treasury yields fall.
View source ↗ - News (RSS)seekingalpha·14d ago·Positive
JEPQ Vs. JEPI: Why I Upgraded The NASDAQ-Based ETF To Strong Buy
View source ↗ - 4chan /biz/biz·15d ago·Neutral
Guys, I have one question about covered call etfs like JEPQ and JEPI. If more people invest in these types of etfs, wont that lead to too many covered calls on the market, leading to a smaller income due to the increased supply?
View source ↗ - 4chan /biz/biz·16d ago·Positive
>>62708190 >It's not bear market proof or even good in one How? JEPI's return is way worse than JEPQ because they removed the growth stocks from S&P for some reason and it still equaled/beat the index during 2022 even without it https://testfol.io/?s=gORWnNgIWKE
View source ↗ - News247wallst.com·19d ago·Positive
JEPI Income ETF Stumbles 3% Year-Over-Year, But One Number Is Spooking Investors Retirees anchoring budgets to JEPI's latest monthly check are making a math mistake that costs real money, and the actual income story looks nothing like the number circulating in income forums right now.
View source ↗ - News247wallst.com·21d ago·Neutral
Forget JEPI: QQQ's Sponsor Sells an Equal-Weight S&P Income Fund That Charges Less and Is Beating It by 8 Points JEPI built its reputation on monthly income and a smoother ride than the market, but a newer fund from QQQ's own sponsor is quietly challenging every reason you bought it in the first place.
View source ↗ - 4chan /biz/biz·23d ago·Negative
JEPI/JEPQ is the best thing to invest in now right? Still get some upside return + dividends and when this AI market crashes you will still get dividends
View source ↗ - News247wallst.com·24d ago·Neutral
Fidelity's Answer to JEPI Pays Out Again on Sept 18. Here's What $100K Has Collected This Year JEPI has been the default option-income ETF for years, but a smaller Fidelity rival quietly generated a sharply different outcome for shareholders in 2026 while producing nearly identical cash income, and the gap comes down to one structural choice.
View source ↗ - News247wallst.com·28d ago·Neutral
JEPI Is an Income Machine—But These 3 Dividend Stocks Don't Cap Your Upside JEPI's monthly paycheck looks irresistible until you see exactly what the fund surrenders to produce it. Three Dividend Kings quietly sidestep that tradeoff, and the difference compounds in ways most income investors never stop to calculate.
View source ↗ - News (RSS)yahoo·33d ago·Neutral
JEPI’s 8% Yield Hides a $3,600-a-Year Tax Penalty Versus Owning the Same Stocks Directly
View source ↗ - News247wallst.com·33d ago·Positive
JEPI's 8% Yield Hides a $3,600-a-Year Tax Penalty Versus Owning the Same Stocks Directly JEPI's fat monthly distributions look like a win in any taxable brokerage account until you see what the IRS quietly takes before that check reaches you, and how the math compares against owning the exact same stocks a different way.
View source ↗ - News (Marketaux)gurufocus.com·34d ago·Neutral
JEPI Looks 3.1% Overvalued on GF Value™ as Dividend Sustainability Remains Strong On September 01, 2026, JPMorgan[+289 characters]
View source ↗ - News (RSS)seekingalpha·34d ago·Positive
Big Monthly Dividends: 3 Reasons JEPI Beats SPYI Right Now
View source ↗ - News247wallst.com·35d ago·Neutral
JPMorgan Built a Version of JEPI Designed to Keep the IRS Waiting JEPI's monthly income has made it a default choice for yield-hungry investors, but a quiet tax problem erodes those payouts for anyone holding shares in a taxable account.
View source ↗ - News247wallst.com·35d ago·Neutral
JEPI's Monthly Payouts Shrunk as the Bull Market Raged. Here's When That Changes JEPI's monthly payouts have quietly shrunk all year while the broader market surged past it, and the one event that could reverse both trends is now closer than most investors expect.
View source ↗ - News (Marketaux)gurufocus.com·36d ago·Neutral
JPX Looks 14.0% Overvalued on GF Value™ While it does not operate within a tradi[+333 characters]
View source ↗ - 4chan /biz/biz·38d ago·Neutral
>>62640177 Woah, look what I just learned from Grok. EU residents can buy the UCITS listed tickers of our popular covered call ETFs and pay no withholding tax. JEIP.L, JEIP.DE, JEPI.S, etc.
View source ↗ - 4chan /biz/biz·38d ago·Neutral
>>62640206 Yes, but it's important to understand the tax break down of the distributions between the different CC ETFs. SPYI is mostly return of capital, which means if you set it on DRIP, you pay almost no taxes inside of a taxable margin/cash account, deferring taxes until you sell. JEPI/JEPQ has a lot more capital gains and premium income, making more suited to tax deferred or after tax accounts.
View source ↗ - 4chan /biz/biz·38d ago·Neutral
>>62640162 >>62640166 >>62640177 Even as an American, SPYI is better for taxable accounts than JEPI/JEPQ/GPIQ. JEPI/JEPQ is for your IRA/Roth after you've turned 55 and want to generate some income to pull from it.
View source ↗ - News247wallst.com·40d ago·Negative
4 High-Yield Dividend ETFs Built for a Roth IRA Covered-call and options-income ETFs solve one problem (yield) and create another (taxes).
View source ↗ - News247wallst.com·41d ago·Neutral
The $12,000 Retiree Deduction Disappears at $150K of Income. These Funds Pay You Without Moving That Number Retirees who bought the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) for its monthly paycheck now face a wrinkle.
View source ↗ - News (Marketaux)finance.yahoo.com·44d ago·Neutral
Forget JEPI: BlackRock’s Answer Pays 7.6%, Charges the Same 0.35%, and Beat It by 10 Points This Year Holders of the JPMorgan Equ[+300 characters]
View source ↗ - News247wallst.com·44d ago·Positive
Forget JEPI: BlackRock's Answer Pays 7.6%, Charges the Same 0.35%, and Beat It by 10 Points This Year Holders of the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) bought it for one reason: a fat monthly check backed by a
View source ↗ - News247wallst.com·45d ago·Positive
JEPI Holds $46 Billion and Is Up 5.8% This Year. Four Funds With the Same Job Beat It by Double Digits Editor's note: This comparative analysis references six ETF tickers (JEPI, GPIQ, GPIX, DIVO, SPYI, FYEE) to fully evaluate the incumbent against its closest peers.
View source ↗ - News247wallst.com·46d ago·Neutral
JEPI Stumbles as Tech Dominates, But History Suggests the Tide Is About to Turn The JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) has spent 2026 doing exactly what it was designed to do, and its holders are unhappy about it.
View source ↗ - 4chan /biz/biz·47d ago·Negative
What's the point of SGOV (3% divvie return) when JEPI (7.5% divvie return) exists? And why does the SGOV chart look like it looks like? Since SGOV holds short term treasuries does it pay more often and hence more money or something?
View source ↗ - News (RSS)yahoo·48d ago·Neutral
Why Does the JEPI ETF Pay Less Than It Did in January When Its Sister Fund Pays More?
View source ↗ - News247wallst.com·48d ago·Neutral
JEPI's $40,300 a Year on $500,000 Costs $9,672 in a Taxable Account and Nothing in a Roth If you park $500,000 in JEPI and collect roughly $40,300 in distributions over a year, the fund's monthly income can feel like a paycheck.
View source ↗ - News247wallst.com·48d ago·Neutral
Why Does the JEPI ETF Pay Less Than It Did in January When Its Sister Fund Pays More? Anyone who bought the JPMorgan Equity Premium Income ETF (NYSEARCA: JEPI) for a steady monthly check has watched the distribution drift in the wrong direction this year.
View source ↗ - News (Marketaux)finance.yahoo.com·51d ago·Positive
These 3 ETFs Pay More Than a Rental Property With No Tenants, No Repairs, and No Mortgage Preferred Stock ETF ( NYSEARCA:PFFA ), a[+348 characters]
View source ↗ - News (RSS)yahoo·51d ago·Neutral
How a 66-Year-Old Built a $4,600 Monthly Paycheck From Just Two Funds: SCHD and JEPI
View source ↗ - News (RSS)yahoo·51d ago·Neutral
DIVO or JEPI: Which Monthly Dividend Actually Protects Your Principal?
View source ↗ - News247wallst.com·51d ago·Neutral
These 3 ETFs Pay More Than a Rental Property With No Tenants, No Repairs, and No Mortgage Owning a rental at the current 90th percentile of the Case-Shiller index means paying peak prices for a stream of tenant checks that arrive net of taxes, insurance, vacancy, and the plumber.
View source ↗ - News247wallst.com·53d ago·Neutral
JEPI Has a Bond-Fund Cousin Almost Nobody Talks About, It Pays ~6% Monthly With a Tenth of the Drama Anyone holding the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) owns it for one reason: a monthly distribution that arrives regardless of the S&P 500's direction.
View source ↗ - News247wallst.com·55d ago·Neutral
Get 7.6% a Month From the Fund Built to Keep the IRS Away From Your Dividends Investors chasing monthly checks have piled into the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) for its high headline yield and steady payment schedule.
View source ↗ - News (RSS)investing.com·56d ago·Neutral
Active vs passive ETFs: how VOO, SPY, ARKK and JEPI compare
View source ↗ - Newsseekingalpha.com·56d ago·Negative
JEPI Remains A Hold As The Opportunity Cost Keeps Piling Up JPMorgan Equity Premium Income ETF (JEPI) has underperformed all S&P 500 covered call peers in both total return and income over the past three years. JEPI's 7.95% yield is now the lowest among its main competitors, erasing its historical income advantage and compounding the opportunity cost for investors. While JEPI continues to meet its original objectives—steady distributions and low volatility—newer funds like GPIX and SPYI offer su
View source ↗ - News (Marketaux)theetfeducator.com·58d ago·Positive
The ETF Educator That is closely followed by the JPMo[+236 characters]
View source ↗ - 4chan /biz/biz·60d ago·Neutral
>>62570857 I don't know. Last time I saw covered call ETFs being posted this much was the 2023 dip. JEPI and JEPQ were posted a lot. The difference is that we're at all time highs.
View source ↗ - 4chan /biz/biz·60d ago·Negative
Been seeing a lot of covered call ETFs posted lately. JEPI, JEPQ, SPYI, QQQI, TDAQ, GPIX etc. What's the deal?
View source ↗
Congress trades
- Ro Khannahouse · CA17 · disclosed Dec 6, 2023 (33d later)Sell$1,001 - $15,000
- Max Millerhouse · OH07 · disclosed Oct 8, 2023 (2d later)Sell$1,001 - $15,000
- Kevin Hernhouse · OK01 · disclosed Nov 9, 2022 (34d later)Buy$1,001 - $15,000
- Kevin Hernhouse · OK01 · disclosed Oct 10, 2022 (33d later)Buy$1,001 - $15,000
- Kevin Hernhouse · OK01 · disclosed Sep 15, 2021 (47d later)Buy$100,001 - $250,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
