(JEPI) JPMorgan Equity - Performance 7.9% in 12m
JEPI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
70.59%
#5 in Peer-Group
Rel. Strength
53.60%
#3530 in Stock-Universe
Total Return 12m
7.90%
#49 in Peer-Group
Total Return 5y
72.57%
#9 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 57.88 USD |
| 52 Week Low | 50.20 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 57.11 |
| Buy/Sell Signal +-5 | -0.71 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JEPI (7.9%) vs SPY (10.5%)
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 |
0.62% | 12.7% | 89.3% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
1.12% | 7.9% | 72.6% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
1.83% | 8.81% | 69.6% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
0.19% | 4.28% | 69.4% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
1.65% | 8.17% | 55.2% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
1.68% | 9.66% | 67.2% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
1.33% | 8.09% | 55.9% | - | - | - | - | - |
| BUYW BATS Main Buywrite |
0.14% | 7.27% | 28.7% | - | - | - | - | - |
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 | 1.12% | 1.11% | 1.11% |
| 3 Months | 0.06% | 5.58% | 5.58% |
| 12 Months | 7.90% | 10.51% | 10.51% |
| 5 Years | 72.57% | 109.12% | 109.12% |
| Trend Score (consistency of price movement) | JEPI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 74.9% | 69.9% | 69.9% |
| 3 Months | 22.2% | 69.3% | 69.3% |
| 12 Months | 36.4% | 43.2% | 43.2% |
| 5 Years | 94.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #63 | 0.01% | 0.01% |
| 3 Month | #69 | -5.22% | -5.22% |
| 12 Month | #52 | -2.36% | -2.36% |
| 5 Years | #64 | -17.47% | -17.47% |
FAQs
Does JPMorgan Equity (JEPI) outperform the market?
No,
over the last 12 months JEPI made 7.90%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.51%.
Over the last 3 months JEPI made 0.06%, while SPY made 5.58%.
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 | 0.5% | 0% | -0.2% | -3% |
| US NASDAQ 100 | QQQ | 0.7% | -0.4% | 0.6% | -1% |
| German DAX 40 | DAX | 2.7% | 1.9% | -16.5% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.8% | 2.1% | -2% | -4% |
| Hongkong Hang Seng | HSI | -0% | -3.9% | -19.2% | -20% |
| India NIFTY 50 | INDA | 2.2% | 2.5% | 0.8% | 9% |
| Brasil Bovespa | EWZ | -1.8% | 0.7% | -20.4% | -1% |
JEPI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.8% | -0.4% | -3% | -15% |
| Consumer Discretionary | XLY | 1% | 2.9% | 9.7% | -10% |
| Consumer Staples | XLP | 0.8% | 1.3% | -1.7% | 1% |
| Energy | XLE | -5.4% | -1.8% | -3.8% | 5% |
| Financial | XLF | 2.1% | 3.7% | -3% | -16% |
| Health Care | XLV | -1.4% | -3.2% | 0.3% | 13% |
| Industrial | XLI | 1.5% | 0.8% | -5.7% | -10% |
| Materials | XLB | 1.2% | -0.3% | -1% | 9% |
| Real Estate | XLRE | -0% | 0.2% | -1.2% | -5% |
| Technology | XLK | 0.2% | -0.9% | -0.6% | 4% |
| Utilities | XLU | -0.9% | 0.6% | -8.5% | -13% |
| Aerospace & Defense | XAR | 1.5% | -4.7% | -17.1% | -35% |
| Biotech | XBI | 0.8% | -6.6% | 10.6% | 15% |
| Homebuilder | XHB | 2.1% | 6.1% | 15.2% | 17% |
| Retail | XRT | 4.4% | 1.3% | 7.8% | 7% |
JEPI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -11.3% | -17.6% | -10.0% | 5% |
| Natural Gas | UNG | 1.3% | 3.7% | -18.5% | 23% |
| Gold | GLD | -3.1% | -5.1% | -30.3% | -39% |
| Silver | SLV | 1.3% | -10.2% | -19.8% | -15% |
| Copper | CPER | 3% | -0.6% | -15.1% | -1% |
JEPI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1% | 0.4% | 1.3% | 12% |
| iShares High Yield Corp. Bond | HYG | 0% | 0.6% | -3.9% | -1% |