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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
40/100
SELL
$57.83 · +0.09% · Options Income / Buffered
Full ETF page →
VS
engine lead
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
63/100
BUY
$59.93 · -0.90% · Options Income / Buffered
Full ETF page →
Factor by factor — JEPI (left) vs JEPQ (right)
61
Technical
63
50
Momentum
51
48
Fundamental
49
82
Options
51
27
Microstructure
65
Trailing performance — JEPI (left) vs JEPQ (right)
-2.6%
6-month return
+5.3%
+1.9%
1-year return
+8.5%
-7.6%
5-year return
+0.0%
Holdings overlap — 16.4% by weight · 27 shared positions
1.41%
7.34%
1.41%
4.01%
1.39%
6.37%
1.28%
4.81%
1.28%
1.12%
1.43%
0.96%
0.89%
1.57%
0.88%
2.07%
Largest JEPI-only positions: EOG 1.69% · HWM 1.59% · RTX 1.51% · TT 1.42% · YUM 1.41%
Largest JEPQ-only positions: MU 2.04% · AMD 1.68% · ASML 0.91% · TMUS 0.86% · HON 0.81%

From each fund's SEC N-PORT filing (2026-05-29 / 2026-05-29), computed on the 78 of 104 and 54 of 92 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 40/100 (sell) and J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ) at 63/100 (buy). JEPQ carries the stronger composite read by 23 points, led by microstructure at 65/100. JEPI's strongest leg is options at 82/100. On trailing price performance, JEPQ leads over the last year (+8.5% vs +1.9% for JEPI). By filed portfolio weights, at least 16.4% of the two funds overlaps across 27 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