What investor type does JPMorgan Equity Premium Income ETF fit best in FoxScore?

JPMorgan Equity Premium Income ETF fits a more defensive investor type in FoxScore: stability is the strongest part of the profile. That points to comparatively smaller drawdowns and calmer swings versus the universe — but prices can still fall.

How meaningful is the available history for JPMorgan Equity Premium Income ETF?

JPMorgan Equity Premium Income ETF currently has about 5.7 years of price history since it started trading. This lets you judge how it behaved in its market phases since launch, but long-term conclusions across multiple cycles are naturally limited.

What is FoxScore good for — and what is it not for?

FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.

Analysis for JPMorgan Equity Premium Income ETF

JEPI · As of: 02/17/2026

Basic information

Type: ETF

Region: US

Sector: Diversified

TER: –

History

Available history:5.7 years

Last tradingday:02/17/2026

Description & usage

The JPMorgan Equity Premium Income ETF combines a diversified U.S. equity portfolio with an options-based approach designed to collect premiums. It holds stocks for equity market exposure and uses options or option-linked components to generate recurring premium income. Performance reflects equity price movements, dividends and option premiums, influenced by volatility and how the strategy is implemented. The fund is used to bundle equity exposure with a systematic premium component in a single ETF.

Scale: 0 = weak, 50 = average, 100 = top

Analysis summary

JPMorgan Equity Premium Income ETF (JEPI) currently has a total score of 49 points, placing it in the neutral range. The score is made up of Performance (31), Stability (81) and Trend (47). The profile is clearly uneven: Stability stands out while Performance lags.

Performance scores 31 points (weak). Least weak metric: 1Y return at -0.1 %. Main drag: 5Y return at 5.5 %. This points to a sharper upswing more recently.

Stability scores 81 points (very strong). Key strength: volatility (365d, annualized) at 13.6 %. Main drag: CAGR/drawdown ratio at 0.05. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns—but prices can still fall.

Trend scores 47 points (neutral). Key strength: trend strength at 0.85. Weaker metric: 12M momentum at -1.4 %.

Overall, the picture is mixed: Stability does the heavy lifting while Performance holds the score back. On a metric level, volatility (365d, annualized) stands out, while CAGR/drawdown ratio is the main weak spot.

(Historical evaluation, not investment advice.)

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Overall score

neutral

Scores

Metrics

FAQ

What investor type does JPMorgan Equity Premium Income ETF fit best in FoxScore?: JPMorgan Equity Premium Income ETF fits a more defensive investor type in FoxScore: stability is the strongest part of the profile. That points to comparatively smaller drawdowns and calmer swings versus the universe — but prices can still fall.
How meaningful is the available history for JPMorgan Equity Premium Income ETF?: JPMorgan Equity Premium Income ETF currently has about 5.7 years of price history since it started trading. This lets you judge how it behaved in its market phases since launch, but long-term conclusions across multiple cycles are naturally limited.
What is FoxScore good for — and what is it not for?: FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.