JEPI · JPMorgan Equity Premium Income ETF
What's happening
- JEPI is down 0.50% today, trading at $57.06. — Live quote
- Volume today (33,205) is well below its 3-month average of 4,403,560. (Finnhub fundamentals)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Valuation Measures & Ratios
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
Not enough positive evidence under the current rules.
Potential concerns
- Trailing 52-week price return is -0.3%. Finnhub market metrics ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on JEPI
No accessible free API for these — links go to the source directly.
Financials
Institutional holders
SEC Form 13F filers holding JEPI as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Recent news
Headlines about JEPI (JPMorgan Equity Premium Income ETF). Links open the publisher — we don’t host full articles.
-
Options ETFs Are Booming. Beware of the Tradeoffs.
Yahoo Finance · 2026-10-22 -
BlackRock’s DVY Returned 58.53% Over Five Years. JEPI Returned 43.22%.
Yahoo Finance · 2026-10-22 -
JEPI Nov 2026 53.000 call (JEPI261120C00053000) Interactive Stock Chart - Yahoo Finance
Yahoo! Finance Canada · 2026-10-21 -
These 3 ETFs Pay 6.29% to 11.80%. Spending That Income Isn’t a Way Around the 4 Percent Rule
Yahoo Finance · 2026-10-21 -
How Much Does a 59-Year-Old Need Invested to Collect $7,600 a Month for Life?
Yahoo Finance · 2026-10-21 -
JEPI Vs. XYLD: 2 Monthly Dividend ETFs Paying 7%+
Forbes · 2026-10-21 -
JEPI vs. VYM: The High-Yield ETF Delivered the Income but Lost the Race
Yahoo Finance · 2026-10-21 -
JEPI Pays Monthly, Which Makes the Wash Sale Rule Hard to Dodge. One Month’s Reinvestment Was 0.598% of the Position
Yahoo Finance · 2026-10-21
No headlines in this category right now — try “All”.