{ "@context": "https://clearank.com/llms.txt", "@type": "clearank:AssetAnalysis", "url": "https://clearank.com/etf/jepi-etf-analysis/", "dataUrl": "https://clearank.com/etf/jepi-etf-analysis/data.json", "title": "JPMorgan Equity (JEPI) ETF Forecast & Price Target (2026)", "description": "JPMorgan Equity Premium Income (JEPI) ETF: 0.35% expense ratio. $46.2B net assets. Derivative Income. Fund facts, AI rating, technicals and 2030 projection.", "headline": "JPMorgan Equity Premium Income ETF (JEPI)", "published": "2026-07-06T09:44:07+00:00", "modified": "2026-09-10T06:44:15.129+00:00", "generated": "2026-09-11T21:01:06.713Z", "language": "en-US", "publisher": { "name": "CleaRank", "url": "https://clearank.com/" }, "disclaimer": "Educational and informational only; not financial advice. AI-generated analysis reviewed by the CleaRank editorial team; prices delayed up to 15 minutes.", "asset": { "ticker": "JEPI", "name": "JPMorgan Equity Premium Income ETF", "type": "ETF", "exchange": "NYSE", "currency": "USD", "sector": null, "industry": null, "country": "United States", "website": null }, "quote": { "price": 56.32, "previousClose": 56.54, "change": -0.22, "changePercent": -0.39, "open": 56.39, "high": 56.45, "low": 56.265, "volume": 53821, "averageVolume": 4217042, "marketCap": 0, "fiftyTwoWeekHigh": 59.9, "fiftyTwoWeekLow": 55.099998, "marketOpen": false, "asOf": "2026-09-10T06:44:14.000Z" }, "statistics": { "pe": 25.282299, "eps": null, "dividendYield": 0.07873375442861102, "beta": null, "priceToSales": null, "priceToBook": null, "revenueTtm": 0, "grossMargin": null, "returnOnEquity": null }, "technicals": { "rsi": 27.53, "macd": -0.1, "sma50": 57.22, "sma200": 57.32, "rsiSignal": "Oversold", "trend": "Neutral", "pricePosition": "Bearish", "macdSignal": "Bearish", "rating": "Bearish" }, "analysis": { "rating": "Buy", "score": 78, "consensus": "Buy", "fairValue": null, "analystTarget": 60.83, "analystCount": null, "wallStreetConsensus": "", "generatedAt": "2026-09-10T06:44:14.000Z", "priceAtAnalysis": 56.32, "volatility": { "daily": 0.36, "risk": "etf" } }, "tradePlan": { "bias": "Bullish", "conservativeEntry": 55.19, "aggressiveEntry": 56.32, "stopLoss": 53.37, "stopLossPercent": 3.3, "targets": [ 57.95, 60.71, 63.47 ] }, "projections": { "basis": "Monte Carlo simulation on historical return distribution, re-run daily; not price targets", "years": [ { "year": 2027, "downside10th": 51.1, "base": 58.76, "upside90th": 67.56 }, { "year": 2028, "downside10th": 50.31, "base": 61.3, "upside90th": 74.69 }, { "year": 2029, "downside10th": 50.21, "base": 63.96, "upside90th": 81.46 }, { "year": 2030, "downside10th": 50.46, "base": 66.72, "upside90th": 88.22 }, { "year": 2031, "downside10th": 50.94, "base": 69.61, "upside90th": 95.13 }, { "year": 2032, "downside10th": 51.58, "base": 72.63, "upside90th": 102.25 }, { "year": 2033, "downside10th": 52.36, "base": 75.77, "upside90th": 109.64 }, { "year": 2034, "downside10th": 53.25, "base": 79.05, "upside90th": 117.34 }, { "year": 2035, "downside10th": 54.24, "base": 82.47, "upside90th": 125.39 }, { "year": 2036, "downside10th": 55.32, "base": 86.04, "upside90th": 133.81 } ] }, "faqCount": 7, "sources": [ "TwelveData", "Wall Street consensus" ], "sections": [ { "id": "price", "title": "JEPI Price Analysis" }, { "id": "market-metrics", "title": "Market Metrics", "facts": { "Open": "$56.39", "Day Range": "$56.27 to $56.45", "Prev Close": "$56.54", "Volume": "53.8K", "52-Week Range": "$55.10 to $59.90" } }, { "id": "mi-fund-facts", "title": "JEPI Fund Facts", "text": [ "JPMorgan Equity Premium Income ETF is an actively managed equity exchange-traded fund designed to combine U.S. large-cap stock exposure with a disciplined options overlay. The fund seeks current income and capital appreciation by investing in a diversified portfolio of equities and using equity-linked notes to sell call options, a structure intended to generate distributable income from market activity.", "Fund reference data as of Sep 10, 2026. Expense ratio and net assets are reported by the fund; returns are total returns and can differ from price change." ], "tables": [ { "caption": "", "columns": [ "Period", "JEPI", "Category" ], "rows": [ { "label": "YTD", "cells": [ "5.36%", "1.96%" ] }, { "label": "1 month", "cells": [ "0.80%", "7.60%" ] }, { "label": "3 months", "cells": [ "4.67%", "1.21%" ] }, { "label": "1 year", "cells": [ "9.04%", "24.17%" ] }, { "label": "3 years", "cells": [ "9.51%", "13.35%" ] }, { "label": "5 years", "cells": [ "7.22%", "8.19%" ] }, { "label": "10 years", "cells": [ "N/A", "8.25%" ] } ] } ] }, { "id": "analysis", "title": "JEPI Analysis", "text": [ "At $56.54, JEPI's Relative Strength Index (RSI) is 27.53, indicating an oversold condition. The price is trading below its 20-day EMA ($57.39), 50-day SMA ($57.22), and 200-day SMA ($57.32), confirming a bearish short-term trend. The MACD is at -0.099, suggesting weakening momentum. The Stochastic indicator at 3.35 also points to oversold territory, reinforcing the view that the ETF may be due for a technical rebound.", "The JPMorgan Equity Premium Income ETF (JEPI) faces a mixed outlook. Its current oversold technical conditions suggest a potential for a short-term bounce, driven by its strategy of generating income through options on a diversified equity portfolio. However, its performance has lagged its category over longer periods, indicating potential limitations in capital appreciation compared to broader equity funds. The fund's significant dividend yield remains an attractive feature for income-focused investors. Key factors to watch include the performance of its top sectors (Technology, Healthcare, Industrials) and any shifts in market volatility that could impact its options overlay strategy." ], "lists": { "ProTips": [ "Consider JEPI for its attractive dividend yield and income generation strategy, especially in sideways or moderately volatile markets.", "Monitor the performance of its top holdings and sectors, as concentration risk exists.", "Be aware that the options overlay strategy may cap upside potential during strong bull markets." ] } }, { "id": "correlations", "title": "Market Correlations", "text": [ "How this etf moves relative to other assets", "Based on 1 year of daily price data. Correlations may vary over different time periods." ], "facts": { "Correlation with S&P 500 (SPY)": "+0.83", "Correlation with Nasdaq 100 (QQQ)": "+0.68", "Correlation with Bitcoin (BTC)": "+0.15", "Correlation with Gold (XAU)": "+0.10" } }, { "id": "key-statistics", "title": "Key Statistics", "text": [ "The JPMorgan Equity Premium Income ETF, with $46.16 billion in net assets and an expense ratio of 0.35%, offers exposure to a diversified portfolio of U.S. large-cap equities. Its sector allocation shows a concentration in Technology (19.23%), Healthcare (14.14%), and Industrials (14.01%), with significant weightings also in Consumer Cyclical (11.69%) and Financial Services (11.19%). The fund's asset allocation consists of 85.4% stocks and 1.01% cash, reflecting its core equity investment strategy. The active management and options overlay are designed to generate distributable income from market activity.", "Its underlying holdings are subject to earnings trends. The most recent earnings report for a representative holding showed an EPS surprise of 38.89% with a positive price change of 0.25% following the announcement. This suggests that the broader market, which JEPI tracks, is experiencing some positive earnings surprises, potentially supporting the fund's capital appreciation objective.", "The primary risks for JEPI include its concentration in Technology, Healthcare, and Industrials, which could lead to significant volatility if these sectors underperform. Additionally, the options overlay strategy, while designed to generate income, can limit upside participation in strong bull markets, as evidenced by its 1-year trailing return lagging the category. The ETF's current trading below key moving averages also signals potential downside risk." ], "tables": [ { "caption": "", "columns": [], "rows": [ { "label": "Yield", "cells": [ "8.11%" ] }, { "label": "Day High", "cells": [ "$56.45" ] }, { "label": "Day Low", "cells": [ "$56.27" ] }, { "label": "52 Week High", "cells": [ "59.90" ] }, { "label": "52 Week Low", "cells": [ "55.10" ] } ] } ] }, { "id": "technical-indicators", "title": "Technical Indicators", "text": [ "Technical Rating Bearish RSI Oversold SMA Cross Neutral Price vs SMA Bearish MACD Bearish Price is trading below the 50-day SMA, RSI at 27.5 suggests oversold conditions; potential bounce setup." ], "facts": { "RSI": "Oversold", "SMA Cross": "Neutral", "Price vs SMA": "Bearish", "MACD": "Bearish" }, "tables": [ { "caption": "", "columns": [], "rows": [ { "label": "RSI (14)", "cells": [ "27.53" ] }, { "label": "MACD", "cells": [ "-0.10" ] }, { "label": "SMA 50", "cells": [ "57.22" ] }, { "label": "SMA 200", "cells": [ "57.32" ] } ] } ] }, { "id": "trade-plans", "title": "JEPI Trade Plans", "text": [ "Specific entry, exit, and risk management levels", "Lower risk, wait for pullback", "Higher risk, immediate entry", "Volatility-Adjusted Stop Loss Calculated based on RSI (27.5) and current market volatility", "Consider scaling out: Take 50% profit at Target 1, 30% at Target 2, let 20% run to Target 3" ], "facts": { "TARGET 1": "$57.95", "TARGET 2": "$60.71", "TARGET 3": "$63.47", "STOP LOSS": "$53.37" } }, { "id": "seasonality", "title": "Seasonal Patterns", "text": [ "Historical monthly performance trends", "Based on 3 years of historical monthly returns" ], "facts": { "Average Jan return": "+0.76%", "Average Feb return": "+0.21%", "Average Mar return": "+1.07%", "Average Apr return": "-0.30%", "Average May return": "+0.69%", "Average Jun return": "+0.89%", "Average Jul return": "+2.33%", "Average Aug return": "+1.16%", "Average Sep return": "-1.91%", "Average Oct return": "+1.01%", "Average Nov return": "+3.37%", "Average Dec return": "+0.06%" } }, { "id": "risk", "title": "Risk & Volatility", "facts": { "Daily Volatility": "0.3578%" }, "lists": { "Risk considerations": [ "Monitor position sizing based on current volatility levels", "Consider stop-loss placement beyond recent price range", "Diversification helps mitigate single-stock risk exposure" ] } }, { "id": "growth", "title": "Growth of $10,000", "text": [ "A $10,000 investment in JEPI in May 2020 would be worth about $11,323 today, compared with about $25,855 for the same investment in the S&P 500 benchmark." ] }, { "id": "monte-carlo", "title": "Monte Carlo Projection (10yr)", "text": [ "CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in JEPI today could grow to about $15,277 by 2036 in the base case, with a bull case near $23,760 and a bear case around $9,823. Projections are statistical simulations, not guarantees." ] }, { "id": "price-prediction", "title": "JEPI ETF Price Prediction: 2030", "text": [ "CleaRank's simulation projects a price near $66.72 for JEPI by 2030 in the base case, from $56.32 today (1.2x over 4 years). The downside path ends near $50.46. These are outcomes of a Monte Carlo simulation run on JEPI's historical return distribution, not price targets, and they assume no dividends are reinvested.", "Method: 10,000 simulated price paths using JEPI's historical volatility and drift, re-run daily. The base case is the median path; the two outer columns are the 10th and 90th percentile outcomes, which widen with time because uncertainty compounds. Simulations are not guarantees, and past volatility does not predict future returns. This is analysis, not investment advice." ], "tables": [ { "caption": "JEPI simulated price paths by year", "columns": [ "Year", "Downside (10th pct)", "Base case", "Upside (90th pct)" ], "rows": [ { "label": "2027", "cells": [ "$51.10", "$58.76", "$67.56" ] }, { "label": "2028", "cells": [ "$50.31", "$61.30", "$74.69" ] }, { "label": "2029", "cells": [ "$50.21", "$63.96", "$81.46" ] }, { "label": "2030", "cells": [ "$50.46", "$66.72", "$88.22" ] }, { "label": "2031", "cells": [ "$50.94", "$69.61", "$95.13" ] }, { "label": "2032", "cells": [ "$51.58", "$72.63", "$102" ] }, { "label": "2033", "cells": [ "$52.36", "$75.77", "$110" ] }, { "label": "2034", "cells": [ "$53.25", "$79.05", "$117" ] }, { "label": "2035", "cells": [ "$54.24", "$82.47", "$125" ] }, { "label": "2036", "cells": [ "$55.32", "$86.04", "$134" ] } ] } ] }, { "id": "people-also-watch", "title": "People Also Watch", "links": [ { "text": "CRAK VanEck Oil Refiners ETF NYSE $65.61 -1.04%", "url": "https://clearank.com/etf/crak-etf-analysis/" }, { "text": "PPA Invesco Aerospace & Defense ETF NYSE $160.97 +0.1805%", "url": "https://clearank.com/etf/ppa-etf-analysis/" }, { "text": "BND Vanguard Total Bond Market ETF NASDAQ $71.27 -0.6413%", "url": "https://clearank.com/etf/bnd-etf-analysis/" }, { "text": "IAT iShares U.S. Regional Banks ETF NYSE $61.47 -0.4857%", "url": "https://clearank.com/etf/iat-etf-analysis/" }, { "text": "DIA State Street SPDR Dow Jones Industrial Average ETF Trust NYSE $521.63 -0.4656%", "url": "https://clearank.com/etf/spdr-dow-jones-dia/" }, { "text": "EIS iShares MSCI Israel ETF NYSE $122.16 -2.22%", "url": "https://clearank.com/etf/eis-etf-analysis/" }, { "text": "GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF NASDAQ $55.90 -0.9041%", "url": "https://clearank.com/etf/gpiq-etf-analysis/" }, { "text": "IBIT iShares Bitcoin Trust ETF NASDAQ $43.68 -1.38%", "url": "https://clearank.com/etf/ishares-bitcoin-ibit/" } ] }, { "id": "related-comparisons", "title": "Compare JEPI", "links": [ { "text": "SCHD vs JEPI Comparison Head-to-head analysis →", "url": "https://clearank.com/compare/schd-vs-jepi/" }, { "text": "VRTX vs REGN Comparison Head-to-head analysis →", "url": "https://clearank.com/compare/vrtx-vs-regn/" }, { "text": "EQIX vs DLR Comparison Head-to-head analysis →", "url": "https://clearank.com/compare/eqix-vs-dlr/" } ] }, { "id": "faq", "title": "Frequently Asked Questions" } ], "faq": [ { "question": "What is the price prediction for JEPI ETF in 2030?", "answer": "Statistical simulation outcomes for JEPI in 2030 show a base price of $66.98, a downside price of $50.66, and an upside price of $88.57. These are not price targets or guarantees, but rather Monte Carlo simulation outcomes." }, { "question": "What is the expense ratio for the JPMorgan Equity Premium Income ETF?", "answer": "The expense ratio for JEPI is 0.35%. This means that for every $10,000 invested, $35 would be charged annually for expenses." }, { "question": "What sectors does the JPMorgan Equity Premium Income ETF hold?", "answer": "JEPI holds a diversified portfolio with significant concentration in Technology (19.23%), Healthcare (14.14%), and Industrials (14.01%). Other notable sectors include Consumer Cyclical (11.69%) and Financial Services (11.19%)." }, { "question": "What is the current dividend yield for JEPI?", "answer": "JEPI currently offers a distribution yield of approximately 8.11%." }, { "question": "How has JEPI performed against its category over the long term?", "answer": "Over the last 10 years, JEPI's category has returned 8.25%, while JEPI's performance for that period is not available as it has not been operational for that duration. Over 5 years, JEPI returned 7.22% compared to the category's 8.19%." }, { "question": "What is the current technical condition of JEPI?", "answer": "JEPI is currently in oversold territory with an RSI at 27.5 and is trading below its 20-day, 50-day, and 200-day moving averages, indicating a bearish short-term trend." }, { "question": "What is the primary strategy of the JPMorgan Equity Premium Income ETF?", "answer": "JEPI's strategy is to invest in U.S. large-cap stocks and utilize an options overlay to sell call options, aiming to generate current income and capital appreciation from market activity." } ], "related": { "peopleAlsoWatch": [ { "ticker": "CRAK", "name": "VanEck Oil Refiners ETF NYSE", "price": "$65.61", "change": "-1.04%", "url": "https://clearank.com/etf/crak-etf-analysis/" }, { "ticker": "PPA", "name": "Invesco Aerospace & Defense ETF NYSE", "price": "$160.97", "change": "+0.1805%", "url": "https://clearank.com/etf/ppa-etf-analysis/" }, { "ticker": "BND", "name": "Vanguard Total Bond Market ETF NASDAQ", "price": "$71.27", "change": "-0.6413%", "url": "https://clearank.com/etf/bnd-etf-analysis/" }, { "ticker": "IAT", "name": "iShares U.S. Regional Banks ETF NYSE", "price": "$61.47", "change": "-0.4857%", "url": "https://clearank.com/etf/iat-etf-analysis/" }, { "ticker": "DIA", "name": "State Street SPDR Dow Jones Industrial Average ETF Trust NYSE", "price": "$521.63", "change": "-0.4656%", "url": "https://clearank.com/etf/spdr-dow-jones-dia/" }, { "ticker": "EIS", "name": "iShares MSCI Israel ETF NYSE", "price": "$122.16", "change": "-2.22%", "url": "https://clearank.com/etf/eis-etf-analysis/" }, { "ticker": "GPIQ", "name": "Goldman Sachs Nasdaq-100 Premium Income ETF NASDAQ", "price": "$55.90", "change": "-0.9041%", "url": "https://clearank.com/etf/gpiq-etf-analysis/" }, { "ticker": "IBIT", "name": "iShares Bitcoin Trust ETF NASDAQ", "price": "$43.68", "change": "-1.38%", "url": "https://clearank.com/etf/ishares-bitcoin-ibit/" } ], "comparisons": [ { "ticker": "SCHD vs JEPI Comparison", "name": "", "url": "https://clearank.com/compare/schd-vs-jepi/" }, { "ticker": "VRTX vs REGN Comparison", "name": "", "url": "https://clearank.com/compare/vrtx-vs-regn/" }, { "ticker": "EQIX vs DLR Comparison", "name": "", "url": "https://clearank.com/compare/eqix-vs-dlr/" } ], "Newly Tracked": [ { "ticker": "SPG", "text": "Simon Property Group Inc.", "url": "https://clearank.com/stock/spg-stock-analysis/" }, { "ticker": "JCI", "text": "Johnson Controls International", "url": "https://clearank.com/stock/jci-stock-analysis/" }, { "ticker": "BLDR", "text": "Builders FirstSource Inc.", "url": "https://clearank.com/stock/bldr-stock-analysis/" }, { "ticker": "ILMN", "text": "Illumina Inc.", "url": "https://clearank.com/stock/ilmn-stock-analysis/" }, { "ticker": "EIS", "text": "iShares MSCI Israel ETF", "url": "https://clearank.com/etf/eis-etf-analysis/" } ], "Top Movers (24h)": [ { "ticker": "DELL", "text": "↑ 10.23%", "url": "https://clearank.com/stock/dell-technologies-dell/" }, { "ticker": "IMSR", "text": "↓ 9.79%", "url": "https://clearank.com/stock/terrestrial-energy-imsr/" }, { "ticker": "SWKS", "text": "↑ 9.79%", "url": "https://clearank.com/stock/skyworks-solutions-swks/" }, { "ticker": "EIGEN/USD", "text": "↑ 9.39%", "url": "https://clearank.com/crypto/eigen-usd-crypto-analysis/" }, { "ticker": "EGLD/USD", "text": "↓ 9.23%", "url": "https://clearank.com/crypto/egld-usd-crypto-analysis/" } ], "Also in Derivative Income ETFs": [ { "ticker": "FEPI", "text": "REX FANG & Innovation Income", "url": "https://clearank.com/etf/fepi-etf-analysis/" }, { "ticker": "GPIQ", "text": "Nasdaq 100 Core Premium Income", "url": "https://clearank.com/etf/gpiq-etf-analysis/" }, { "ticker": "JEPQ", "text": "JPMorgan Nasdaq", "url": "https://clearank.com/etf/jpmorgan-nasdaq-equity-premium-income-jepq/" } ] }, "schema": [ { "@context": "https://schema.org", "@graph": [ { "@type": "Place", "@id": 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Derivative Income. 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These are not price targets or guarantees, but rather Monte Carlo simulation outcomes." } }, { "@type": "Question", "name": "What is the expense ratio for the JPMorgan Equity Premium Income ETF?", "acceptedAnswer": { "@type": "Answer", "text": "The expense ratio for JEPI is 0.35%. This means that for every $10,000 invested, $35 would be charged annually for expenses." } }, { "@type": "Question", "name": "What sectors does the JPMorgan Equity Premium Income ETF hold?", "acceptedAnswer": { "@type": "Answer", "text": "JEPI holds a diversified portfolio with significant concentration in Technology (19.23%), Healthcare (14.14%), and Industrials (14.01%). Other notable sectors include Consumer Cyclical (11.69%) and Financial Services (11.19%)." } }, { "@type": "Question", "name": "What is the current dividend yield for JEPI?", "acceptedAnswer": { "@type": "Answer", "text": "JEPI currently offers a distribution yield of approximately 8.11%." } }, { "@type": "Question", "name": "How has JEPI performed against its category over the long term?", "acceptedAnswer": { "@type": "Answer", "text": "Over the last 10 years, JEPI's category has returned 8.25%, while JEPI's performance for that period is not available as it has not been operational for that duration. Over 5 years, JEPI returned 7.22% compared to the category's 8.19%." } }, { "@type": "Question", "name": "What is the current technical condition of JEPI?", "acceptedAnswer": { "@type": "Answer", "text": "JEPI is currently in oversold territory with an RSI of 27.53 and is trading below its 20-day, 50-day, and 200-day moving averages, indicating a bearish short-term trend." } }, { "@type": "Question", "name": "What is the primary strategy of the JPMorgan Equity Premium Income ETF?", "acceptedAnswer": { "@type": "Answer", "text": "JEPI's strategy is to invest in U.S. large-cap stocks and utilize an options overlay to sell call options, aiming to generate current income and capital appreciation from market activity." } } ] } ] }