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JPI vs JEPI: Dividend Comparison 2026

JPI yields 7.22% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $6.2K in total portfolio value
10 years
JPI
JPI
● Live price
7.22%
Share price
$20.68
Annual div
$1.49
5Y div CAGR
-27.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.8K
Annual income
$32.56
Full JPI calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.40%
Share price
$56.68
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$1,528.62
Full JEPI calculator →

Portfolio growth — JPI vs JEPI

📍 JEPI 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 PeriodJPIJEPI
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, JPI + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JPI pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

JPI
Annual income on $10K today (after 15% tax)
$614.07/yr
After 10yr DRIP, annual income (after tax)
$27.68/yr
JEPI
Annual income on $10K today (after 15% tax)
$714.16/yr
After 10yr DRIP, annual income (after tax)
$1,299.33/yr
At 15% tax rate, JEPI beats the other by $1,271.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JPI + JEPI for your $10,000?

JPI: 50%JEPI: 50%
100% JEPI50/50100% JPI
Portfolio after 10yr
$25.9K
Annual income
$780.59/yr
Blended yield
3.02%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JPI buys
0
JEPI buys
0
No recent congressional trades found for JPI or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPIJEPI
Forward yield7.22%8.40%
Annual dividend / share$1.49$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-27.7%0%
Portfolio after 10y$22.8K$29.0K
Annual income after 10y$32.56$1,528.62
Total dividends collected$1.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: JPI vs JEPI ($10,000, DRIP)

YearJPI PortfolioJPI Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,222$522.32$11,260$840.19$38.00JEPI
2$12,404$396.07$12,641$907.94$237.00JEPI
3$13,568$295.81$14,150$978.20$582.00JEPI
4$14,736$218.63$15,795$1,050.85$1.1KJEPI
5$15,928$160.45$17,584$1,125.74$1.7KJEPI
6$17,161$117.19$19,526$1,202.74$2.4KJEPI
7$18,447$85.31$21,628$1,281.69$3.2KJEPI
8$19,800$61.97$23,898$1,362.43$4.1KJEPI
9$21,231$44.94$26,347$1,444.79$5.1KJEPI
10$22,750$32.56$28,982$1,528.62$6.2KJEPI

JPI vs JEPI: Complete Analysis 2026

JPIStock

Nuveen Preferred Securities & Income Opportunities Fund operates as a closed-end investment fund. It seeks to provide high level current income and total return. The company was founded in 2003 and is headquartered in Chicago, IL.

Full JPI Calculator →

JEPIETF

The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

Full JEPI 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.