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JPI vs JEPQ: Dividend Comparison 2026

JPI yields 7.22% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $22.0K 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 →
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 — JPI 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 PeriodJPIJEPQ
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 + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JPI 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.

JPI
Annual income on $10K today (after 15% tax)
$614.07/yr
After 10yr DRIP, annual income (after tax)
$27.68/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 $1,802.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JPI: 50%JEPQ: 50%
100% JEPQ50/50100% JPI
Portfolio after 10yr
$33.8K
Annual income
$1,092.57/yr
Blended yield
3.24%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JPI buys
0
JEPQ buys
0
No recent congressional trades found for JPI or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPIJEPQ
Forward yield7.22%11.10%
Annual dividend / share$1.49$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-27.7%0%
Portfolio after 10y$22.8K$44.8K
Annual income after 10y$32.56$2,152.59
Total dividends collected$1.9K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJPI PortfolioJPI Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,222$522.32$11,930$1,110.39$708.00JEPQ
2$12,404$396.07$14,133$1,224.34$1.7KJEPQ
3$13,568$295.81$16,632$1,340.46$3.1KJEPQ
4$14,736$218.63$19,454$1,457.97$4.7KJEPQ
5$15,928$160.45$22,626$1,576.08$6.7KJEPQ
6$17,161$117.19$26,175$1,694.09$9.0KJEPQ
7$18,447$85.31$30,133$1,811.32$11.7KJEPQ
8$19,800$61.97$34,531$1,927.17$14.7KJEPQ
9$21,231$44.94$39,403$2,041.08$18.2KJEPQ
10$22,750$32.56$44,787$2,152.59$22.0KJEPQ

JPI vs JEPQ: 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 →

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.