JEPQ Dividend Calculator

Calculate potential dividends from JEPQ (JPMorgan NASDAQ Equity Premium Income ETF). This calculator helps you estimate dividend income from this covered call strategy ETF focused on NASDAQ stocks, featuring DRIP reinvestment options.

JEPQ Fund Details

  • Full Name: JPMorgan NASDAQ Equity Premium Income ETF
  • Expense Ratio: 0.35%
  • Dividend Frequency: Monthly
  • Focus: NASDAQ Equity + Covered Calls
  • Investment Style: Income Generation

Key Features

  • ✓ Monthly dividend distributions
  • ✓ NASDAQ equity exposure
  • ✓ Covered call strategy
  • ✓ Enhanced income generation
  • ✓ Lower volatility potential

JEPQ Investment Calculator

Enter your initial investment amount
Optional recurring monthly investment
Current JEPQ dividend yield
Expected annual dividend growth rate
Expected annual share price growth
How long you plan to hold JEPQ
Automatically reinvest dividends to purchase more shares
Your marginal tax rate on dividend income

About JEPQ (JPMorgan NASDAQ Equity Premium Income ETF)

JEPQ seeks current income while maintaining the potential for capital appreciation by investing in a portfolio that consists of equity securities and writing call options on the NASDAQ-100 Index. This strategy aims to generate attractive income with lower volatility.

Key Investment Characteristics

  • Monthly Income: Regular monthly dividend distributions
  • Covered Call Strategy: Enhanced income through option premiums
  • NASDAQ Focus: Exposure to technology and growth companies
  • Lower Volatility: Covered calls can reduce portfolio volatility
  • Active Management: Professional option overlay management

Investment Considerations

  • Higher expense ratio due to active management
  • Covered call strategy may limit upside potential
  • Monthly distributions may be taxed as ordinary income
  • Good for income-focused investors seeking tech exposure
  • May underperform in strong bull markets due to call writing