JEPIJPMorgan Equity Premium Income ETF
Active income strategy using covered calls. Strong track record since 2020.
Data as of December 22, 2025
Sector Allocation
About JEPI
JPMorgan Equity Premium Income ETF (JEPI) is an exchange-traded fund focused on income strategy investing. With an annual expense ratio of 0.35%, JEPI's expense ratio reflects the active management or specialized exposure it provides. It currently distributes a dividend yield of 7.86%, making it a compelling choice for income-oriented investors seeking meaningful cash flow from their portfolio. Over the trailing five years, JEPI has delivered an annualized return of +8.24%.
Who is JEPI for?
JEPI appeals to retirees and income-focused investors who prioritize consistent monthly or quarterly cash flow. It pairs well with growth-oriented funds in a diversified income strategy.
This is for educational purposes only. Always verify data with your brokerage and consult a financial professional before investing.
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Frequently Asked Questions
What is JEPI?
JPMorgan Equity Premium Income ETF (JEPI) is an exchange-traded fund categorized as Dividend & Income. Active income strategy using covered calls. Strong track record since 2020.
What is JEPI's expense ratio?
JEPI has an annual expense ratio of 0.35%. This means for every $10,000 invested, you pay $35.00 per year in fund fees.
What dividend yield does JEPI pay?
JEPI has a current dividend yield of 7.86%. Distributions are typically paid quarterly.
How has JEPI performed over 5 years?
JEPI has delivered an annualized 5-year return of +8.24%. Past performance does not guarantee future results.
Is JEPI good for beginners?
JEPI appeals to retirees and income-focused investors who prioritize consistent monthly or quarterly cash flow. It pairs well with growth-oriented funds in a diversified income strategy.
What sectors does JEPI invest in?
JEPI's top sector allocations are: Others (29.7%), Healthcare (13.8%), Financials (13.1%). See the full breakdown on this page.