(JEPQ) JPMorgan Nasdaq Equity - Performance 6.7% in 12m
JEPQ performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
55.44%
#20 in Peer-Group
Rel. Strength
52.44%
#3621 in Stock-Universe
Total Return 12m
6.74%
#61 in Peer-Group
Total Return 5y
45.47%
#28 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 56.06 USD |
| 52 Week Low | 44.81 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 48.71 |
| Buy/Sell Signal +-5 | -0.60 |
| Support / Resistance | Levels |
|---|---|
| Support | 51.9, 51.1, 50.7, 50.2, 49.2 |
| Resistance | 54.7, 53.6, 53.0 |
12m Total Return: JEPQ (6.7%) vs QQQ (11.2%)
5y Drawdown (Underwater) Chart
Top Performer in Derivative Income
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
1.23% | 13% | 89.3% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
0.99% | 7.92% | 72.6% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
2.29% | 8.86% | 69.6% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
0.39% | 4.18% | 69.4% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
1.27% | 8.55% | 55.2% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
1.46% | 10.1% | 67.2% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
1.3% | 8.2% | 55.9% | - | - | - | - | - |
| BUYW BATS Main Buywrite |
0.5% | 7.12% | 28.7% | - | - | - | - | - |
Performance Comparison: JEPQ vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for JEPQ
| Total Return (including Dividends) | JEPQ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 1.66% | 2.21% | 1.73% |
| 3 Months | 5.76% | 12.68% | 8.59% |
| 12 Months | 6.74% | 11.21% | 11.46% |
| 5 Years | 45.47% | 127.76% | 109.12% |
| Trend Score (consistency of price movement) | JEPQ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 91% | 76.2% | 69.9% |
| 3 Months | 66.2% | 76.2% | 69.3% |
| 12 Months | 43.3% | 37.2% | 43.2% |
| 5 Years | 94.5% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #66 | -0.54% | -0.07% |
| 3 Month | #75 | -6.15% | -2.61% |
| 12 Month | #62 | -4.02% | -4.23% |
| 5 Years | #55 | -10.85% | 0.06% |
FAQs
Does JPMorgan Nasdaq Equity (JEPQ) outperform the market?
No,
over the last 12 months JEPQ made 6.74%, while its related Sector, the Invesco QQQ Trust (QQQ) made 11.21%.
Over the last 3 months JEPQ made 5.76%, while QQQ made 12.68%.
Performance Comparison JEPQ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
JEPQ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.2% | -0.1% | -3.1% | -5% |
| US NASDAQ 100 | QQQ | 0.4% | -0.6% | -3.3% | -4% |
| German DAX 40 | DAX | 3.1% | 2.3% | -18.4% | -21% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.1% | 2.6% | -3.5% | -6% |
| Hongkong Hang Seng | HSI | -1.2% | -4.1% | -19.9% | -20% |
| India NIFTY 50 | INDA | 1.4% | 1.6% | -1.6% | 7% |
| Brasil Bovespa | EWZ | -1.7% | 2.3% | -20.2% | -1% |
JEPQ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.9% | -0.8% | -5.8% | -17% |
| Consumer Discretionary | XLY | -0% | 3.3% | 6.1% | -12% |
| Consumer Staples | XLP | 0.7% | 0.4% | -3.6% | -1% |
| Energy | XLE | -5.8% | -1.1% | -4% | 4% |
| Financial | XLF | 2.4% | 3.9% | -5.3% | -18% |
| Health Care | XLV | -1.5% | -1.6% | -1% | 12% |
| Industrial | XLI | 1.4% | 0.7% | -8.3% | -12% |
| Materials | XLB | 0.3% | 0.2% | -2.5% | 8% |
| Real Estate | XLRE | -0.2% | -0.3% | -3.1% | -6% |
| Technology | XLK | -0.6% | -1.2% | -4% | 1% |
| Utilities | XLU | -0.5% | -0.6% | -10.1% | -13% |
| Aerospace & Defense | XAR | 0% | -6.5% | -21.7% | -35% |
| Biotech | XBI | 0.6% | -6.1% | 6.9% | 18% |
| Homebuilder | XHB | 0.7% | 8.6% | 13.6% | 17% |
| Retail | XRT | 3.6% | 0.5% | 5% | 6% |
JEPQ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -12.6% | -13.6% | -11.7% | 1% |
| Natural Gas | UNG | 4.6% | 11.7% | -18.6% | 25% |
| Gold | GLD | -3.9% | -4% | -33.1% | -42% |
| Silver | SLV | -1.1% | -8.5% | -22.4% | -18% |
| Copper | CPER | 1.3% | 0.4% | -17.6% | -1% |
JEPQ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.4% | 0.8% | -1.5% | 11% |
| iShares High Yield Corp. Bond | HYG | -0.3% | 1.3% | -6.5% | -2% |