(JEPQ) JPMorgan Nasdaq Equity - Performance 8.1% in 12m
JEPQ performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
12.75%
#21 in Peer-Group
Rel. Strength
63.50%
#2777 in Stock-Universe
Total Return 12m
8.11%
#18 in Peer-Group
Total Return 5y
8.11%
#20 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 27.33 CAD |
| 52 Week Low | 21.85 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 45.23 |
| Buy/Sell Signal +-5 | -0.68 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JEPQ (8.1%) vs QQQ (13.2%)
5y Drawdown (Underwater) Chart
Top Performer in Alternative Equity Focused
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 |
|---|---|---|---|---|---|---|---|---|
| HCAL TO Hamilton Enhanced Canadian |
6.64% | 37.5% | 126% | - | - | - | - | - |
| HDIV TO Hamilton Enhanced |
4.29% | 22.3% | 66% | - | - | - | - | - |
| HUTE TO Harvest Equal Weight Global |
3.36% | 26.1% | 42.4% | - | - | - | - | - |
| USCL TO Global X Enhanced SP500 |
-0.57% | 11.2% | 36.7% | - | - | - | - | - |
| QQCL TO Global X Enhanced |
0.78% | 12.5% | 41.6% | - | - | - | - | - |
| BANK TO Evolve Canadian Banks |
3.97% | 33.6% | 26.1% | - | - | - | - | - |
| ENCL TO Global X Enhanced Canadian |
5.1% | 9.77% | 22.2% | - | - | - | - | - |
| HYLD TO Hamilton Enhanced U.S. |
5.28% | 14.6% | 25.1% | - | - | - | - | - |
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 | -0.23% | 5.08% | 3.56% |
| 3 Months | -0.83% | 12.06% | 8.36% |
| 12 Months | 8.11% | 13.24% | 12.94% |
| 5 Years | 8.11% | 130.66% | 111.48% |
| Trend Score (consistency of price movement) | JEPQ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 1.8% | 77.8% | 69.5% |
| 3 Months | -1.3% | 74% | 66.8% |
| 12 Months | -14.6% | 37% | 43.4% |
| 5 Years | -14.6% | 76.7% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #23 | -5.06% | -3.66% |
| 3 Month | #23 | -11.51% | -8.48% |
| 12 Month | #17 | -2.81% | 1.17% |
| 5 Years | #12 | -2.81% | 1.17% |
FAQs
Does JPMorgan Nasdaq Equity (JEPQ) outperform the market?
No,
over the last 12 months JEPQ made 8.11%, while its related Sector, the Invesco QQQ Trust (QQQ) made 13.24%.
Over the last 3 months JEPQ made -0.83%, while QQQ made 12.06%.
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 | -0.9% | -3.8% | -7.1% | -5% |
| US NASDAQ 100 | QQQ | -0.8% | -5.3% | -8.3% | -5% |
| German DAX 40 | DAX | 3.2% | -0.9% | -22.4% | -19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.5% | 0.1% | -6% | -5% |
| Hongkong Hang Seng | HSI | -1.4% | -6.8% | -23.2% | -20% |
| India NIFTY 50 | INDA | -0.2% | -1.1% | -6.4% | 7% |
| Brasil Bovespa | EWZ | -1.1% | -2.6% | -21.1% | -0% |
JEPQ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.3% | -4.7% | -8.6% | -16% |
| Consumer Discretionary | XLY | -1.1% | -0.8% | 1.9% | -12% |
| Consumer Staples | XLP | 0.3% | -1.4% | -7.5% | -2% |
| Energy | XLE | -4.9% | -2.6% | -4.7% | 8% |
| Financial | XLF | 0.2% | -0.5% | -10.3% | -19% |
| Health Care | XLV | -1.9% | -0.9% | -4.4% | 13% |
| Industrial | XLI | 0.8% | -2.8% | -11.8% | -10% |
| Materials | XLB | -0.1% | -2.4% | -5.8% | 8% |
| Real Estate | XLRE | -0.2% | -1.6% | -6.5% | -6% |
| Technology | XLK | -1.8% | -6.8% | -8.8% | -0% |
| Utilities | XLU | -0.4% | -2.9% | -13.8% | -13% |
| Aerospace & Defense | XAR | -1.1% | -10.4% | -26.2% | -32% |
| Biotech | XBI | -1.3% | -6.4% | 3.9% | 18% |
| Homebuilder | XHB | -0% | 3.8% | 9.7% | 16% |
| Retail | XRT | 1.4% | -3.7% | 0% | 6% |
JEPQ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.4% | -11.3% | -9.10% | 9% |
| Natural Gas | UNG | 4.7% | 12.2% | -13.4% | 31% |
| Gold | GLD | -0% | -4.9% | -32.8% | -37% |
| Silver | SLV | -1% | -11.8% | -23.8% | -14% |
| Copper | CPER | 2.5% | -4.9% | -21.1% | -0% |
JEPQ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.1% | -1.7% | -4.4% | 10% |
| iShares High Yield Corp. Bond | HYG | 0.5% | -1.1% | -9.5% | -1% |