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JEPI vs JEPQ — ETF comparison

Two funds head-to-head: live engine reads, trailing performance, and holdings overlap from SEC filings. An engine-read comparison — not a recommendation.

JEPI
JPMorgan Equity Premium Income ETF
25/100
SELL
$56.1 · +0.30% · Options Income / Buffered
Full ETF page →
VS
engine lead
JEPQ
J.P. Morgan Exchange-Traded Fund Trust JPMorgan Nasdaq Equity Premium Income ETF
46/100
NEUTRAL
$61.04 · +0.31% · Options Income / Buffered
Full ETF page →
Factor by factor — JEPI (left) vs JEPQ (right)
36
Technical
62
50
Momentum
53
48
Fundamental
49
43
Options
49
30
Microstructure
34
Trailing performance — JEPI (left) vs JEPQ (right)
-0.6%
6-month return
+9.8%
-1.3%
1-year return
+6.5%
-6.1%
5-year return
+0.0%
Holdings overlap — 16.1% by weight · 25 shared positions
1.56%
2.85%
1.52%
6.59%
1.52%
5.74%
1.46%
3.62%
1.28%
3.84%
1.11%
1.15%
1.10%
1.10%
1.19%
0.66%
Largest JEPI-only positions: HWM 1.68% · TT 1.60% · EOG 1.45% · MMM 1.42% · RTX 1.42%
Largest JEPQ-only positions: MU 5.50% · INTC 1.59% · AMAT 1.30% · ASML 1.11% · CSX 0.60%

From each fund's SEC N-PORT filing (2026-08-28 / 2026-08-28), computed on the 84 of 112 and 53 of 94 equity positions matched to the QuantLogix stock universe — a lower bound, never an estimate.

QuantLogix's 5-factor engine currently reads JPMorgan Equity Premium Income ETF (JEPI) at 25/100 (sell) and J.P. Morgan Exchange-Traded Fund Trust JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 46/100 (neutral). JEPQ carries the stronger composite read by 21 points, led by technical at 62/100. JEPI's strongest leg is momentum at 50/100. On trailing price performance, JEPQ leads over the last year (+6.5% vs -1.3% for JEPI). By filed portfolio weights, at least 16.1% of the two funds overlaps across 25 shared positions. Signals recompute throughout the trading day — the balance can shift with the tape.

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Educational market analysis, not investment advice. QuantLogix does not provide personalized recommendations. JEPI ETF page · JEPQ ETF page · ETF rankings · Equities Network · Verified track record