JPMorgan Equity Premium Income

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About JEPI

JEPI is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income. 

Category
Derivative Income
CategoryDerivative Income
Number of holdings
125
Number of holdings125
Inception Date
May 20, 2020
Inception DateMay 20, 2020

What's in this fund

Sectors

As of February 12, 2026
Technology18.11%
Industrials14.68%
Healthcare14.26%
Consumer Cyclical12.31%
Financial Services11.65%
Consumer Defensive8.63%
Utilities6.17%
Communication Services5.71%
Real Estate3.56%
Energy2.73%
Basic Materials2.19%

JEPI Key Statistics

AUM
44.08B
AUM44.08B
Price-Earnings ratio
26.31
Price-Earnings ratio26.31
30-Day yield
6.97
30-Day yield6.97
Average volume
5.81M
Average volume5.81M
High today
$59.60
High today$59.60
Low today
$58.92
Low today$58.92
Open price
$59.07
Open price$59.07
Volume
5.64M
Volume5.64M
52 Week high
$59.73
52 Week high$59.73
52 Week low
$49.94
52 Week low$49.94
Expense ratio
0.35
Expense ratio0.35

Stock Snapshot

The current JPMorgan Equity Premium Income(JEPI) stock price is $59.41, with a market capitalization of 44.08B. The stock trades at a price-to-earnings (P/E) ratio of 26.31 and offers a dividend yield of 1.4%.

During the trading session on 2026-02-15, JPMorgan Equity Premium Income(JEPI) shares reached a daily high of $59.60 and a low of $58.92. At a current price of $59.41, the stock is +0.8% higher than the low and still -0.3% under the high.

Trading volume for JPMorgan Equity Premium Income(JEPI) stock has reached 5.64M, versus its average volume of 5.81M.

The stock's 52-week range extends from a low of $49.94 to a high of $59.73.

The stock's 52-week range extends from a low of $49.94 to a high of $59.73.

Average Annual Return

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All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. Options are risky and aren’t suitable for all investors. To learn more about risks, read the Options Disclosure Document.