(JEPI) JPMorgan Equity Premium - Overview
ETF Category: Derivative Income | Exchange: NYSE ARCA (USA) | Market Cap: 43.837m USD | Total Return: 7.9% in 12m
Etf
Stocks, Options, Income, Equities
Total Rating 40
Risk 32
Buy Signal 0.08
AUM:
43,837m
Avg Trading Vol: 330M USD
Avg Trading Vol: 330M USD
ATR:
1.21%
Peers RS (IBD): 45.4
Peers RS (IBD): 45.4
Risk 5d forecast
Volatility12.6%
Rel. Tail Risk6.65%
Reward TTM
Sharpe Ratio0.32
Alpha-2.98
Character TTM
Beta0.527
Beta Downside0.720
Drawdowns 3y
Max DD13.26%
CAGR/Max DD0.73
Description: JEPI JPMorgan Equity Premium
March 05, 2026
JEPI is an actively managed US-based ETF.
It aims for total return via capital appreciation and income.
The fund uses a combination of equity securities and equity-linked notes (ELNs). ELNs are debt instruments whose returns are linked to an underlying asset or index, in this case, the S&P 500.
JEPI employs a strategy of selling call options on the S&P 500. Selling call options generates income for the fund but limits upside potential in exchange for premium received.
This approach seeks to provide lower volatility than the broader US large-cap market and generate incremental income.
For more detailed analysis, explore ValueRays comprehensive reports.
- S&P 500 performance directly impacts ELN value
- Call option premiums drive significant income
- Equity portfolio performance contributes to total return
- Interest rate changes influence option pricing
- Market volatility affects option premium generation
What is the price of JEPI shares?
As of April 01, 2026, the stock is trading at USD 56.68 with a total of 5,513,605 shares traded.
Over the past week, the price has changed by +0.21%, over one month by -4.55%, over three months by +0.20% and over the past year by +7.85%.
Over the past week, the price has changed by +0.21%, over one month by -4.55%, over three months by +0.20% and over the past year by +7.85%.
Is JEPI a buy, sell or hold?
JPMorgan Equity Premium has no consensus analysts rating.
What are the forecasts/targets for the JEPI price?
| ISSUER | TARGET | UP/DOWN |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |