JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
ETF
$61.11−0.13 (−0.21%)Close Sep 28, 2026
JEPQ returned 16.31% a year from May 2022 to Sep 2026, turning $10,000 into $19,445. It fell 20.07% from Feb 2025 to Apr 2025, and it took 6 months to get back to its high.
May 4, 2022 – Sep 28, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $19,445 | 16.31% | −20.07% | 0.99 |
| $10,000 became | $19,445 |
|---|---|
| CAGR | 16.31% |
| Max drawdown | −20.07% |
| Sharpe ratio | 0.99 |
Loading the growth chart…
Growth of $10,000
- JEPQ
Trailing returns
| Period | JEPQ |
|---|---|
| 1M | +2.76% |
| 3M | +6.40% |
| 6M | +20.29% |
| YTD | +13.91% |
| 1Y | +19.78% |
| 3Y | +21.76% |
| Since 2022 | +16.31% |
Metrics
| Return | JEPQ |
|---|---|
| Final balance | $19,445 |
| Total return | 94.45% |
| CAGR | 16.31% |
| Calendar years | JEPQ |
| Best year | 36.27% |
| Worst year | 15.18% |
| Positive years | 3 of 3 |
| Risk | JEPQ |
| Max drawdown | −20.07% |
| Longest drawdown | 1 year |
| Volatility (annualized) | 16.70% |
| Risk-adjusted | JEPQ |
| Sharpe ratio | 0.99 |
| Sortino ratio | 1.43 |
| Calmar ratio | 0.81 |
| Return | JEPQ |
|---|---|
| Final balance | $19,445 |
| Total return | 94.45% |
| CAGR | 16.31% |
| Calendar years | JEPQ |
| Best year | 36.27% |
| Worst year | 15.18% |
| Positive years | 3 of 3 |
| Risk | JEPQ |
|---|---|
| Max drawdown | −20.07% |
| Longest drawdown | 1 year |
| Volatility (annualized) | 16.70% |
| Risk-adjusted | JEPQ |
| Sharpe ratio | 0.99 |
| Sortino ratio | 1.43 |
| Calmar ratio | 0.81 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −20.1% | Feb 2025 | Apr 2025 | Aug 2025 |
| −16.8% | May 2022 | Oct 2022 | Apr 2023 |
| −10.7% | Jul 2024 | Aug 2024 | Oct 2024 |
| −8.8% | Jan 2026 | Mar 2026 | Apr 2026 |
| −7.7% | Jun 2026 | Jul 2026 | Aug 2026 |
Annual returns
| Year | JEPQ |
|---|---|
| 2022from May 4 | −12.89% |
| 2023 | +36.27% |
| 2024 | +24.85% |
| 2025 | +15.18% |
| 2026to Sep 28 | +13.91% |