Performance of JEPI JPMorgan Equity Premium.. | 10.5% in 12m
Compare JEPI with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare JPMorgan Equity Premium.. with its related Sector/Index SPY
Performance Duell JEPI vs SPY
| TimeFrame | JEPI | SPY |
|---|---|---|
| 1 Day | 0.11% | -0.05% |
| 1 Week | 1.51% | 0.97% |
| 1 Month | -1.08% | -2.76% |
| 3 Months | 3.11% | 4.45% |
| 6 Months | 10.9% | 20.16% |
| 12 Months | 10.5% | 24.26% |
| YTD | 4.08% | 7.26% |
| Rel. Perf. 1m | 0.17 | |
| Rel. Perf. 3m | -0.44 | |
| Rel. Perf. 6m | -0.80 | |
| Rel. Perf. 12m | -1.20 |
Is JPMorgan Equity Premium.. a good stock to buy?
Yes. Based on ValueRay Analyses, JPMorgan Equity Premium.. (NYSE ARCA:JEPI) is currently (April 2024)
a good stock to buy. It has a ValueRay Growth Rating of 7.74 and therefor a positive rating according to historical growth.
Based on ValueRays Technical Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JEPI as of April 2024 is 55.08. This means that JEPI is currently overvalued and has a potential downside of -2.38%.
Based on ValueRays Technical Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JEPI as of April 2024 is 55.08. This means that JEPI is currently overvalued and has a potential downside of -2.38%.
Is JEPI a buy, sell or hold?
JPMorgan Equity Premium.. has no consensus analysts rating. ValueRay therefore judges the recommendation based on the last 12 Month Returns of 10.54%.
In compare to SPDR S&P 500 Trust, JEPI made -13.72% less over the last 12 months. Due to the underperformance, it is recommend to sell JEPI.
In compare to SPDR S&P 500 Trust, JEPI made -13.72% less over the last 12 months. Due to the underperformance, it is recommend to sell JEPI.
Values above 0%: JEPI is performing better - Values below 0%: JEPI is underperforming
Compare JEPI with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.54% | 1.68% | -9.24% | -13.72% |
| US NASDAQ 100 | QQQ | 1.35% | 3.02% | -8.30% | -25.36% |
| US Dow Jones Industrial 30 | DIA | -0.45% | 1.03% | -6.16% | -5.15% |
| German DAX 40 | DBXD | -0.26% | -0.04% | -10.56% | -2.80% |
| UK FTSE 100 | ISFU | -0.67% | -1.19% | -2.12% | 5.28% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.99% | -0.46% | 11.22% | 25.35% |
| Hongkong Hang Seng | HSI | -4.29% | 0.51% | 17.76% | 31.58% |
| Japan Nikkei 225 | EXX7 | 1.64% | 5.20% | -6.07% | -8.00% |
| India NIFTY 50 | INDA | -0.53% | -3.99% | -7.96% | -19.12% |
| Brasil Bovespa | EWZ | -1.21% | 2.83% | 4.77% | -6.85% |
JEPI JPMorgan Equity Premium.. vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.41% | -0.22% | -9.18% | -31.04% |
| Consumer Discretionary | XLY | 0.43% | 3.27% | -3.02% | -8.59% |
| Consumer Staples | XLP | -1.97% | -1.74% | -2.90% | 8.89% |
| Energy | XLE | -0.68% | -4.22% | -0.90% | -4.80% |
| Financial | XLF | -2.09% | -0.74% | -17.81% | -15.75% |
| Health Care | XLV | -0.24% | 1.94% | -0.32% | 4.52% |
| Industrial | XLI | 0.70% | 0.78% | -13.49% | -12.55% |
| Materials | XLB | 2.25% | 2.27% | -7.58% | -0.42% |
| Real Estate | XLRE | -1.04% | 3.68% | -2.47% | 8.20% |
| Technology | XLK | 1.92% | 3.95% | -9.37% | -25.17% |
| Utilities | XLU | -2.64% | -5.10% | -4.17% | 11.87% |
| Aerospace & Defense | XAR | -0.41% | 1.87% | -7.44% | -6.52% |
| Biotech | XBI | 2.35% | 8.34% | -14.22% | 7.17% |
| Homebuilder | XHB | -0.33% | 5.23% | -34.29% | -38.17% |
| Retail | XRT | -1.12% | 4.17% | -13.76% | -6.94% |
Does JPMorgan Equity Premium.. outperform its market, is JEPI a Sector Leader?
No, over the last 12 months JPMorgan Equity Premium.. (JEPI) made 10.54%, while its related Sector, the SPDR S&P 500 Trust (SPY) made 24.26%.
Over the last 3 months JEPI made 3.11%, while SPY made 4.45%.
No, over the last 12 months JPMorgan Equity Premium.. (JEPI) made 10.54%, while its related Sector, the SPDR S&P 500 Trust (SPY) made 24.26%.
Over the last 3 months JEPI made 3.11%, while SPY made 4.45%.
| Period | JEPI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.08% | -2.76% | -2.76% |
| 3 Months | 3.11% | 4.45% | 4.45% |
| 12 Months | 10.54% | 24.26% | 24.26% |