HomeCompareJMCEX vs JEPQ

JMCEX vs JEPQ: Dividend Comparison 2026

JMCEX yields 6.22% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $14.6K in total portfolio value
10 years
JMCEX
JMCEX
● Live price
6.22%
Share price
$59.98
Annual div
$3.73
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.2K
Annual income
$925.22
Full JMCEX calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — JMCEX vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodJMCEXJEPQ
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, JMCEX + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JMCEX pays
JEPQ pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

JMCEX
Annual income on $10K today (after 15% tax)
$529.06/yr
After 10yr DRIP, annual income (after tax)
$786.44/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, JEPQ beats the other by $1,043.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JMCEX + JEPQ for your $10,000?

JMCEX: 50%JEPQ: 50%
100% JEPQ50/50100% JMCEX
Portfolio after 10yr
$37.5K
Annual income
$1,538.90/yr
Blended yield
4.11%
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Analyst Conviction Gap

Where Wall Street is most bullish on JMCEX right now

JMCEX
Analyst Ratings
1
Buy
Consensus: Buy
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMCEX buys
0
JEPQ buys
0
No recent congressional trades found for JMCEX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMCEXJEPQ
Forward yield6.22%11.10%
Annual dividend / share$3.73$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.2K$44.8K
Annual income after 10y$925.22$2,152.59
Total dividends collected$7.8K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: JMCEX vs JEPQ ($10,000, DRIP)

YearJMCEX PortfolioJMCEX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,322$622.43$11,930$1,110.39$608.00JEPQ
2$12,774$658.63$14,133$1,224.34$1.4KJEPQ
3$14,362$694.44$16,632$1,340.46$2.3KJEPQ
4$16,097$729.73$19,454$1,457.97$3.4KJEPQ
5$17,988$764.38$22,626$1,576.08$4.6KJEPQ
6$20,046$798.30$26,175$1,694.09$6.1KJEPQ
7$22,281$831.41$30,133$1,811.32$7.9KJEPQ
8$24,704$863.63$34,531$1,927.17$9.8KJEPQ
9$27,328$894.92$39,403$2,041.08$12.1KJEPQ
10$30,166$925.22$44,787$2,152.59$14.6KJEPQ

JMCEX vs JEPQ: Complete Analysis 2026

JMCEXStock

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Index at the time of purchase.

Full JMCEX Calculator →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.