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Income / Options Strategy
JPMorgan Equity Premium Income ETF
$57.04
-0.00 (-0.00%)
Current Price
7.7%
5-Year APR
$14,460
5-Year Projection
Generates income through a combination of selling options and investing in U.S. large cap value stocks. $10K invested in Jan 2024 grew to ~$12,744 by Sep 2026. At the current 5-year APR of 7.41% (with DRIP), $10K projects to ~$14,299 after 5 years.
bnice29
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APR Comparison vs. Benchmark
JEPI
7.4%
5-Year APR
VOO (Benchmark)
15.0%
$10K → $40,597
JEPI is -7.6% below the S&P 500 benchmark over 2 years
Holdings Breakdown
Growth Tracker
Dashed line = $10,000 original investment · Dividends reinvested
Monthly Breakdown
| Date | Price | Shares | Balance | Dividend |
|---|---|---|---|---|
| Jan 8, 2024 | $55.30 | 180.832 | $10,000 | $0.301 |
| Feb 5, 2024 | $56.15 | 181.797 | $10,208 | $0.301 |
| Mar 4, 2024 | $57.10 | 182.754 | $10,435 | $0.345 |
| Apr 8, 2024 | $56.20 | 183.851 | $10,332 | $0.326 |
| May 6, 2024 | $57.10 | 184.913 | $10,559 | $0.360 |
| Jun 10, 2024 | $56.20 | 186.083 | $10,458 | $0.330 |
| Jul 8, 2024 | $56.91 | 187.164 | $10,652 | $0.289 |
| Aug 5, 2024 | $56.41 | 188.118 | $10,612 | $0.400 |
| Sep 9, 2024 | $58.83 | 189.417 | $11,143 | $0.392 |
| Oct 7, 2024 | $59.46 | 190.663 | $11,337 | $0.375 |
| Nov 4, 2024 | $60.03 | 191.878 | $11,518 | $0.402 |
| Dec 9, 2024 | $59.43 | 193.157 | $11,479 | $0.395 |
| Jan 6, 2025 | $57.06 | 194.464 | $11,096 | $0.326 |
| Feb 10, 2025 | $59.17 | 195.535 | $11,570 | $0.328 |
| Mar 10, 2025 | $56.96 | 196.629 | $11,200 | $0.408 |
| Apr 7, 2025 | $53.98 | 198.157 | $10,697 | $0.488 |
| May 5, 2025 | $55.65 | 199.883 | $11,123 | $0.540 |
| Jun 9, 2025 | $56.04 | 201.796 | $11,309 | $0.400 |
| Jul 7, 2025 | $56.76 | 203.204 | $11,534 | $0.358 |
| Aug 4, 2025 | $56.06 | 204.492 | $11,464 | $0.368 |
| Sep 8, 2025 | $56.90 | 205.809 | $11,711 | $0.361 |
| Oct 6, 2025 | $56.00 | 207.103 | $11,598 | $0.346 |
| Nov 10, 2025 | $56.74 | 208.355 | $11,822 | $0.371 |
| Dec 8, 2025 | $57.73 | 209.691 | $12,105 | $0.427 |
| Jan 5, 2026 | $58.25 | 211.243 | $12,305 | $0.344 |
| Feb 9, 2026 | $59.31 | 212.464 | $12,601 | $0.351 |
| Mar 9, 2026 | $57.09 | 213.739 | $12,202 | $0.421 |
| Apr 6, 2026 | $57.54 | 215.322 | $12,390 | $0.448 |
| May 4, 2026 | $55.96 | 217.008 | $12,144 | $0.389 |
| Jun 8, 2026 | $56.04 | 218.518 | $12,246 | $0.387 |
| Jul 6, 2026 | $56.76 | 219.999 | $12,487 | $0.367 |
| Aug 4, 2026 | $57.35 | 221.398 | $12,697 | $0.371 |
| Sep 2, 2026 | $57.19 | 222.829 | $12,744 | — |