(JEPI) JPMorgan Equity - Performance 8% in 12m
JEPI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
67.80%
#6 in Peer-Group
Rel. Strength
56.30%
#3361 in Stock-Universe
Total Return 12m
7.98%
#67 in Peer-Group
Total Return 5y
68.01%
#15 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 57.47 USD |
| 52 Week Low | 49.85 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 61.71 |
| Buy/Sell Signal +-5 | 1.52 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JEPI (8%) vs SPY (14.2%)
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 |
3.47% | 11.3% | 84.8% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
3.41% | 10.4% | 67.9% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
2.78% | 7.98% | 68% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
3.83% | 11.6% | 73.4% | - | - | - | - | - |
| BUYW BATS Main Buywrite |
1.72% | 8.97% | 31.6% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
2.28% | 4.05% | 66.7% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
1.71% | 9.2% | 55.1% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
1.76% | 8.78% | 55.4% | - | - | - | - | - |
Performance Comparison: JEPI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for JEPI
| Total Return (including Dividends) | JEPI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.78% | 5.42% | 5.42% |
| 3 Months | 8.81% | 19.66% | 19.66% |
| 12 Months | 7.98% | 14.17% | 14.17% |
| 5 Years | 68.01% | 107.98% | 107.98% |
| Trend Stabilty (consistency of price movement) | JEPI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 80% | 91.9% | 91.9% |
| 3 Months | 96% | 97.6% | 97.6% |
| 12 Months | 28.8% | 47.9% | 47.9% |
| 5 Years | 94.8% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th25.96 | -2.50% | -2.50% |
| 3 Month | %th27.88 | -9.07% | -9.07% |
| 12 Month | %th38.46 | -5.42% | -5.42% |
| 5 Years | %th31.73 | -19.22% | -19.22% |
FAQs
Does JPMorgan Equity (JEPI) outperform the market?
No,
over the last 12 months JEPI made 7.98%, while its related Sector, the SPDR SP500 Trust (SPY) made 14.17%.
Over the last 3 months JEPI made 8.81%, while SPY made 19.66%.
Performance Comparison JEPI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
JEPI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.2% | -2.6% | -3.9% | -6% |
| US NASDAQ 100 | QQQ | -1% | -3.5% | -6.1% | -9% |
| German DAX 40 | DAX | 0.5% | -1.2% | -14.3% | -23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.7% | -3.4% | -7.7% | -11% |
| Hongkong Hang Seng | HSI | -1.5% | -1.7% | -24.4% | -27% |
| India NIFTY 50 | INDA | 0.6% | 0.6% | -5.7% | 11% |
| Brasil Bovespa | EWZ | 0.2% | 4.3% | -17.9% | 6% |
JEPI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.1% | -0.6% | -8.3% | -18% |
| Consumer Discretionary | XLY | 0.6% | -2.1% | 5.3% | -8% |
| Consumer Staples | XLP | 0.1% | 1.4% | -4.5% | 2% |
| Energy | XLE | 2.4% | 4.2% | 8.1% | 12% |
| Financial | XLF | 0.5% | -2.1% | -3.5% | -14% |
| Health Care | XLV | 2.8% | 2.9% | 6.3% | 18% |
| Industrial | XLI | -0.6% | -4% | -9% | -14% |
| Materials | XLB | 2.6% | -0.9% | -1.1% | 8% |
| Real Estate | XLRE | -0.2% | 2% | -1.3% | 3% |
| Technology | XLK | -1.5% | -5.6% | -10.1% | -9% |
| Utilities | XLU | 0.4% | -0.5% | -4.1% | -13% |
| Aerospace & Defense | XAR | -6.2% | -10.1% | -27.5% | -44% |
| Biotech | XBI | 0.4% | -4.6% | 1.7% | 20% |
| Homebuilder | XHB | 3.6% | -7.3% | 8.9% | 16% |
| Retail | XRT | 1.9% | -1.8% | -0% | 5% |
JEPI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.9% | 10.2% | 9.54% | 14% |
| Natural Gas | UNG | -6.3% | 13.5% | 16.2% | -6% |
| Gold | GLD | -0.3% | 4.2% | -21.6% | -27% |
| Silver | SLV | -2.6% | 0.1% | -23.7% | -17% |
| Copper | CPER | 2% | -11.2% | -23.5% | -17% |
JEPI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.3% | 4% | 2.1% | 14% |
| iShares High Yield Corp. Bond | HYG | 0.1% | 1.4% | -2% | -1% |