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JPMorgan Equity Premium Income ETF

$56.37 -0.31 (-0.55%) Data as of 2026-03-20 · live prices load below

Current price

$56.37

Refreshes on load

5yr CAGR

+7.8%

Lags S&P 500

10yr CAGR

+10.6%

Beats S&P 500

All-time CAGR

+10.6%

Full price history

Dividend yield

8.45%

Annual · trailing 12mo

📈 CAGR by period

1 year	+10.1%↓ lags S&P
3 years	+8.8%↓ lags S&P
5 years	+7.8%↓ lags S&P
10 years	+10.6%↑ beats S&P
20 years	+10.6%↑ beats S&P
All-time	+10.6%

S&P 500 benchmark: +10.5%/yr

💰 Dividend info

Annual yield

8.45%

Per share/yr

$4.76

Frequency: Monthly

Data as of: 2026-03-20

⚡ Quick numbers

Last 1 year: +10.1%/yr

Last 5 years: +7.8%/yr

Last 10 years: +10.6%/yr

Last 20 years: +10.6%/yr

All-time: +10.6%/yr

S&P 500: +10.5%/yr historical avg

🔮 30-year projection — $10,000 + $500/month at +10.6%/yr historical CAGR

10 years

$135k

S&P 500: $134k

20 years

$495k

S&P 500: $486k

30 years

$1.5M

S&P 500: $1.5M

Based on all-time historical CAGR of +10.6%/yr. Past performance does not guarantee future results.

→ Build a full multi-stock projection

About JPMorgan Equity Premium Income ETF (JEPI)

JPMorgan Equity Premium Income ETF (ticker: JEPI) has delivered a +7.8%/yr 5-year CAGR and a +10.6%/yr 10-year CAGR. For comparison, the S&P 500 has averaged approximately +10.5%/yr over the long run.

If you had invested $10,000 in JEPI and added $500 per month, after 30 years at its historical rate your portfolio could grow to approximately $1.5M — compared to $1.5M in the S&P 500 at 10.5%/yr. JPMorgan Equity Premium Income ETF also pays a dividend yield of approximately 8.45% annually.

⚠ Past performance does not guarantee future results. This page is for educational purposes and does not constitute financial advice. Data last refreshed: 2026-03-20.

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Data refreshed: 2026-03-20