Seasonal Evaluation for JPMorgan Equity Premium Income ETF (JEPI)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 80.00% | 60.00% | 66.67% | 83.33% |
| Median Return | 1.79% | 2.08% | 1.24% | 7.04% |
| Average Return | 2.26% | 3.59% | 1.25% | 6.67% |
| Maximum Gain | 6.36% | 6.06% | 7.20% | 10.88% |
| Gain Year | 2024 | 2021 | 2020 | 2022 |
| Maximum Loss | -1.45% | -7.25% | -4.80% | -0.73% |
| Loss Year | 2022 | 2022 | 2022 | 2024 |
| Based on the past 5 years (2021-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 81.82% | 63.64% | 70.00% | 75.00% |
| Median Return | 5.35% | 2.08% | 1.94% | 4.27% |
| Average Return | 4.12% | 1.96% | 2.76% | 3.17% |
| Maximum Gain | 10.88% | 7.20% | 6.36% | 10.88% |
| Gain Year | 2022 | 2020 | 2024 | 2022 |
| Maximum Loss | -1.45% | -7.25% | -7.25% | -4.80% |
| Loss Year | 2022 | 2022 | 2022 | 2022 |
| Based on the past 5 years (2021-2025) | ||||