If you invested $1,000 in JEPI — what it would be worth today
A $1,000 investment in JPMorgan Equity Premium Income ETF (JEPI) in May 2020 would be worth $1,864 as of July 2026 with dividends reinvested — 10.6% a year. Use the dropdowns above to try any amount, ticker, or starting month back to May 2020.
Over the same period, the same $1,000 would be worth $2,641 in the S&P 500 (SPY) and $3,031 in the Nasdaq-100 (QQQ). JEPI trailed both the S&P 500 and the Nasdaq-100 over that period.
Growth of $1,000 in JEPI since May 2020#
monthlyJPMorgan Equity Premium Income ETF (JEPI). Total return approximated via dividend- and split-adjusted closes (no taxes or fees). Not investment advice.
Growth of $1,000 in JEPI by starting month#
$1,000 invested in JEPI, by starting year#
| Invested in | Worth today | Same in QQQ | Multiple | Annualized |
|---|---|---|---|---|
| 2020 | $1,864 | $3,235 | 1.9× | 10.6% |
| 2021 | $1,638 | $2,237 | 1.6× | 9.4% |
| 2022 | $1,375 | $1,929 | 1.4× | 7.4% |
| 2023 | $1,352 | $2,360 | 1.4× | 9.0% |
| 2024 | $1,232 | $1,656 | 1.2× | 8.8% |
| 2025 | $1,087 | $1,314 | 1.1× | 5.8% |
Methodology#
Investments are assumed made at the first trading day's close of the chosen year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. JEPI data begins May 2020; values as of July 2026 and refresh daily. Past performance does not predict future returns; not investment advice.
See the live JEPI chart and fundamentals on the JEPI quote page or compare with the same investment in SPY.
FAQ
- How much would $1,000 invested in JEPI be worth today?
- A $1,000 investment in JPMorgan Equity Premium Income ETF (JEPI) in May 2020 would be worth about $1,864 as of July 2026, with dividends reinvested. That works out to about 10.6% a year.
- How far back does the JEPI calculation go?
- JEPI data begins May 2020. You can pick any starting month from then to the present and see what your investment would be worth today.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.