ETF Analysis
JPMorgan Equity Premium Income ETF (JEPI) ETF Analysis
JPMorgan Equity Premium Income ETF (JEPI) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
JPMorgan Equity Premium Income ETF (JEPI) currently has an AIQ Score of 54/100, indicating a neutral setup. Risk is the strongest factor at 74/100. Value is the weakest current factor at 36/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
JEPI at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $57.22 |
| AIQ Score | 54/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Sell |
| Dividend Yield | 4.58% |
| Beta | 0.43 |
| Volume | 4.04M |
| 52-week range | $55.10-$59.90 |
| RSI 14 | 39.47 |
| 50-Day SMA | $57.20 |
| 200-Day SMA | $57.31 |
| Risk Score | 74/100 |
| Momentum Score | 46/100 |
| Value Exposure Score | 36/100 |
JEPI
OverviewJEPI ETF Analysis Summary
JPMorgan Equity Premium Income ETF (JEPI) currently has an AIQ Score of 54/100, indicating a neutral setup. Risk resilience is the strongest factor at 74/100. Value is the weakest current factor at 36/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, JEPI has AIQ Score of 54/100 with Risk resilience base of 74/100 and fading Value at 36/100. Wait for component alignment before adding exposure.
Risk resilience (74/100) leads while Value (36/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · -0.37% ETF move · JEPI classified in Asset Management - Income.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is JEPI Bullish or Bearish Right Now?
JEPI currently has a neutral overall setup. Risk Resilience is the strongest factor at 74/100, while Value is weakest at 36/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 68/100.
- - Risk Resilience is supportive at 74/100.
- - Price is +0.03% above its 50-day SMA.
- - Value is the current constraint at 36/100.
- - Price is -0.16% below its 200-day SMA.
- - Technical consensus has more sell votes than buy votes (28 vs 7).
Current Consensus
JEPI's Technical Analysis Consensus is currently Sell, with 7 buy, 10 neutral, and 28 sell votes. JEPI's 14-day RSI is 39.47, which places the stock in a weaker momentum range. JEPI's beta is 0.43, indicating lower market sensitivity than the broad market.
What Changed in JEPI?
Recent score-change history is not available in the current snapshot. These are the latest market-close scores instead.
What Would Change the JEPI Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, earnings revisions strengthen, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, analyst expectations deteriorate, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive catalyst or estimate-revision evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
JEPI Decision Framework
Public evidence layers, setup checks, and risk context for JPMorgan Equity Premium Income ETF.
JPMorgan Equity Premium Income ETF (JEPI) ETF Analysis
JPMorgan Equity Premium Income ETF has an AIQ Score of 54/100 in a Neutral regime. Risk is strongest at 74/100. Beta is 0.43, below market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | JEPI is in a Neutral AIQ regime with score 54/100. |
| Signal Conflict | The primary conflict is that risk leads at 74/100 while value lags at 36/100. |
| Factor Evidence | Momentum 46/100 · Value 36/100 · Quality 68/100 · Risk 74/100 · Sentiment 57/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 74/100.
Momentum is 46/100 and RSI (14) is 39.5.
JEPI is in a Neutral regime at 54/100.
Risk factor is 74/100 with beta 0.43 and annual volatility 8.45%.
Current conflict: risk leads at 74/100 while value lags at 36/100.
JEPI Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
JEPI ETF Analytics
JEPI holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
JEPI Technical Analysis
JEPI technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
JEPI ETF Market Context
Track JEPI market context, news pressure, trend changes, income events, and current allocation evidence.
JEPI Distribution Analysis
JEPI distribution yield, annualized distributions, payment history, and income context.
JEPI ETF Data
JEPI available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
JEPI Risk Analysis
JEPI volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
JEPI ETF News
JEPI ETF news, market tone, recent headlines, and catalyst context.
JEPI vs Dividend ETF Peers
Current peer cohort: JEPI · SCHD · PG · VYM · MSFT. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| JEPI Current ETF | 54/100 | 36/100 | 46/100 | 74/100 | -0.33 | 8.45% | Current |
| SCHD Schwab U.S. Dividend Equity ETF | 66/100 | 49/100 | 70/100 | 73/100 | 1.78 | 11.05% | JEPI vs SCHD |
| PG Procter & Gamble | 54/100 | 35/100 | 52/100 | 56/100 | -0.53 | 19.56% | JEPI vs PG |
| VYM Vanguard High Dividend Yield ETF | 59/100 | 47/100 | 52/100 | 83/100 | 1.28 | 10.24% | JEPI vs VYM |
| MSFT Microsoft | 66/100 | 44/100 | 64/100 | 66/100 | -0.01 | 32.67% | JEPI vs MSFT |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Sep 4, 2026.
Popular JEPI Comparisons
How JEPI scores against the names it is most often compared with.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with etf context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Sep 5, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund analytics and available market-close fields.
Quarterly financial history appears when reported fields are present.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching JEPI
Open the detailed evidence pages and workflows behind the ETF overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for JEPI
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
JEPI ETF FAQ
What is JEPI ETF price today?
JEPI is currently shown at $57.22. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is JEPI's 52-week high and low?
JEPI's 52-week range is $55.10 to $59.90 based on the latest completed market-close snapshot from Sep 4, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does JEPI pay a dividend?
JEPI's current distribution yield is 4.58% based on the latest completed market-close snapshot from Sep 4, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying JEPI?
Compare JEPI's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.