ETF Analysis
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) ETF Analysis
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) currently has an AIQ Score of 56/100, indicating a neutral setup. Risk is the strongest factor at 80/100. Momentum is the weakest current factor at 40/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
JEPQ at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $59.95 |
| AIQ Score | 56/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Sell |
| Fund Size | $43.8B |
| Expense Ratio | 0.35% |
| Holdings Count | 110 |
| NAV | $59.42 |
| Asset Class | US Equity |
| Primary Exposure | Technology (60.95%) |
| Issuer | J.P. Morgan |
| Domicile | US |
| Inception Date | May 3, 2022 |
| Distribution Yield | 11.57% |
| Beta | 0.83 |
| Average Volume | 6.19M |
| 52-week range | $53.51-$61.72 |
| RSI 14 | 40.49 |
| 50-Day SMA | $60.22 |
| 200-Day SMA | $59.08 |
| Risk Score | 80/100 |
| Momentum Score | 40/100 |
| Value Exposure Score | 45/100 |
JEPQ Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | 2.47% | 2.47% | -10.32% | Oct 20, 2025 |
| 3Y | 28.32% | 8.67% | -21.59% | Oct 20, 2023 |
| 5Y | 16.33% | 3.45% | -21.59% | May 4, 2022 |
| 10Y | 16.33% | 3.45% | -21.59% | May 4, 2022 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
JEPQJPMorgan Nasdaq Equity Premium Income ETF
Financial Services / Asset Management - Income
Low Priority
Above Peers
Latest quote
- Momentum40
- Value45
- Quality69
- Risk resilience80
- Sentiment—
JEPQ ETF Analysis Summary
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) currently has an AIQ Score of 56/100, indicating a neutral setup. Risk resilience is the strongest factor at 80/100. Momentum is the weakest current factor at 40/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, JEPQ has AIQ Score of 56/100 with Risk resilience base of 80/100 and fading Momentum at 40/100. Wait for component alignment before adding exposure.
Risk resilience (80/100) leads while Momentum (40/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · 0.86% ETF move · JEPQ 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 JEPQ Bullish or Bearish Right Now?
JEPQ currently has a neutral overall setup. Risk Resilience is the strongest factor at 80/100, while Momentum is weakest at 40/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 69/100.
- - Risk Resilience is supportive at 80/100.
- - Momentum is weak at 40/100.
- - Technical consensus has more sell votes than buy votes (28 vs 8).
Current Consensus
JEPQ's Technical Analysis Consensus is currently Sell, with 8 buy, 9 neutral, and 28 sell votes. JEPQ's 14-day RSI is 40.49, which places the ETF in a weaker momentum range. JEPQ's beta is 0.83, indicating market sensitivity broadly in line with the market.
What Changed in JEPQ?
The largest recent change in JEPQ is Momentum moving up by 7.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.
What Would Change the JEPQ Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, 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, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
JEPQ Decision Framework
Public evidence layers, setup checks, and risk context for JPMorgan Nasdaq Equity Premium Income ETF.
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) ETF Analysis
JPMorgan Nasdaq Equity Premium Income ETF has an AIQ Score of 56/100 in a Neutral regime. Risk is strongest at 80/100. Beta is 0.83, below market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | JEPQ is in a Neutral AIQ regime with score 56/100. |
| Signal Conflict | The primary conflict is that risk leads at 80/100 while momentum lags at 40/100. |
| Factor Evidence | Momentum 40/100 · Value 45/100 · Quality 69/100 · Risk 80/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 80/100.
Momentum is 40/100 and RSI (14) is 40.5.
JEPQ is in a Neutral regime at 56/100.
Risk factor is 80/100 with beta 0.83 and annual volatility 15.14%.
Current conflict: risk leads at 80/100 while momentum lags at 40/100.
JEPQ Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
JEPQ ETF Analytics
JEPQ holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
JEPQ Technical Analysis
JEPQ technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
JEPQ ETF Market Context
Track JEPQ market context, news pressure, trend changes, income events, and current allocation evidence.
JEPQ Distribution Analysis
JEPQ distribution yield, annualized distributions, payment history, and income context.
JEPQ ETF Data
JEPQ available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
JEPQ Risk Analysis
JEPQ volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
JEPQ ETF News
JEPQ ETF news, market tone, recent headlines, and catalyst context.
JEPQ vs Dividend ETF Peers
Current peer cohort: JEPQ · JEPI · SCHD · QQQ · AAPL. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| JEPQ Current ETF | 56/100 | 45/100 | 40/100 | 80/100 | 0.03 | 15.14% | Current |
| JEPI JPMorgan Equity Premium Income ETF | 67/100 | 51/100 | 79/100 | 74/100 | -0.39 | 8.39% | JEPQ vs JEPI |
| SCHD Schwab U.S. Dividend Equity ETF | 69/100 | 51/100 | 79/100 | 72/100 | 1.94 | 11.23% | JEPQ vs SCHD |
| QQQ Invesco QQQ Trust (Nasdaq-100) | 52/100 | 35/100 | 26/100 | 72/100 | 0.76 | 19.90% | JEPQ vs QQQ |
| AAPL Apple | 65/100 | 38/100 | 78/100 | 68/100 | 1.09 | 24.12% | JEPQ vs AAPL |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
Popular JEPQ Comparisons
How JEPQ 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 Oct 21, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching JEPQ
Open the detailed evidence pages and workflows behind the ETF overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for JEPQ
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
JEPQ ETF FAQ
What is JEPQ ETF price today?
JEPQ is currently shown at $59.95. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is JEPQ's 52-week high and low?
JEPQ's 52-week range is $53.51 to $61.72 based on the latest completed market-close snapshot from Oct 21, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does JEPQ pay a dividend?
JEPQ's current distribution yield is 11.57% based on the latest completed market-close snapshot from Oct 21, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying JEPQ?
Compare JEPQ's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.