JEPI Limited 2025 Selloff Losses to 13.3% as S&P 500 Dropped 18.8%
Updated
Updated · Trefis · Jul 20
JEPI Limited 2025 Selloff Losses to 13.3% as S&P 500 Dropped 18.8%
2 articles · Updated · Trefis · Jul 20
Summary
JEPI lost 13.3% in a 2025 market selloff, beating the S&P 500’s 18.8% decline but still showing that its downside protection is partial, not absolute.
Across the last five S&P 500 drawdowns, the JPMorgan Equity Premium Income ETF held up better in three, including a 2020 drop where it fell 3.6% versus the index’s 9.4% slide.
About 8% annualized volatility over the past year versus 13% for the S&P 500 helps explain that steadier profile; the fund stays fully in equities rather than shifting to bonds or cash.
JEPI still gave up 12.4% in a 2022 selloff when the S&P 500 fell 25%, underscoring the trade-off for investors seeking smoother equity exposure without abandoning market upside.