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$Dividend Calculator
JEPQETFUpdated on November 5, 2026 • Verify Official Source ↗

JEPQ Dividend Calculator

This JEPQ dividend calculator estimates your annual dividend income and DRIP share growth for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). It loads sample baseline settings (9.15% yield, monthly payouts, and 0.00% 5-year dividend growth) that you can adjust anytime because market yields change daily.

JEPQJPMorgan Nasdaq Equity Premium Income ETF•Share Price: $55.95•Annual Dividend: $5.12/sh•Starting Shares: 178.73 shares
Data as of 2026-11-05 ([ADD REAL DATA: verify current yield and price; yields change daily]) • Official Source
Live Result Summary (Year 20)Jump to full breakdown ↓
Annual Income$9,571.92
Per month$797.66
After-Tax/Yr$7,466.10

Calculator Inputs

How do you want to enter your position?
Quick Scenarios (1-Tap Test):
Contribution Frequency
1 yr10 yrs25 yrs50 yrs
Reinvest Dividends (DRIP)Use each after-tax dividend payment to buy more shares
Dividend Tax Rate (%)

Note: Qualified and ordinary dividends are taxed at different rates. Check current IRS rules for your filing status.

Key Results (20 Years)
Annual Dividend (Yr 20)$9,571.92After tax (22%): $7,466.10
Payout Per month$797.66After tax: $622.17
Final Portfolio Value$160,6631,932.47 total shares
Monthly Average (Yr 20)$797.66/moAfter tax: $622.17/mo
Total Dividends Earned$96,688.57After tax: $75,417.09
Yield / Yield on Cost16.50% YoCStarting yield: 9.15%
Total Contributions$58,000Added: $48K
Share Price Growth$27,246Rate: 2%/yr
DRIP SettingReinvestedmonthly schedule

Portfolio Growth Chart (Contributions, Reinvested Dividends, Price Growth)

20-year projection
Contributions (Bottom)Reinvested Dividends (Middle)Price Growth (Top)
Year 20: $160,663
Contrib: $58KDRIP: $75.4KGrowth: $27.2K
$0$50K$100K$150K$200KYr 1Yr 5Yr 10Yr 15Yr 20
Portfolio growth breakdown by year
YearCumulative ContributionsCumulative Reinvested DividendsCumulative Price GrowthTotal Portfolio Value
Year 1$12,400$832$233$13,465
Year 2$14,800$1,897$538$17,234
Year 3$17,200$3,207$920$21,327
Year 4$19,600$4,775$1,386$25,761
Year 5$22,000$6,612$1,944$30,556
Year 6$24,400$8,732$2,600$35,731
Year 7$26,800$11,146$3,362$41,308
Year 8$29,200$13,868$4,238$47,306
Year 9$31,600$16,911$5,237$53,749
Year 10$34,000$20,288$6,369$60,657
Year 11$36,400$24,013$7,641$68,054
Year 12$38,800$28,098$9,065$75,963
Year 13$41,200$32,558$10,650$84,408
Year 14$43,600$37,406$12,408$93,414
Year 15$46,000$42,656$14,349$103,006
Year 16$48,400$48,322$16,486$113,209
Year 17$50,800$54,417$18,831$124,049
Year 18$53,200$60,956$21,397$135,553
Year 19$55,600$67,951$24,197$147,748
Year 20$58,000$75,417$27,246$160,663

Year-by-Year Dividend and Share Breakdown

Shows ending shares, gross and after-tax dividend income, total contributions, and portfolio value for each year.

Swipe left or right on the table to see all columns →

YearSharesDividend IncomeAfter-Tax DividendTotal ContributionsPortfolio Value
Year 1235.94$1,066.14$831.59$12,400$13,465
Year 2296.07$1,365.49$1,065.08$14,800$17,234
Year 3359.19$1,679.97$1,310.38$17,200$21,327
Year 4425.36$2,009.91$1,567.73$19,600$25,761
Year 5494.64$2,355.61$1,837.37$22,000$30,556

How This Calculator Works (Formulas Used)

Updated on March 1, 2026
  • Annual dividend income = shares × annual dividend per share
  • Dividend yield = (annual dividend per share ÷ share price) × 100
  • Yield on cost = (annual dividend per share ÷ average purchase price) × 100
  • Payout per period = annual dividend ÷ payments per year
  • Dividend after tax = dividend × (1 − tax rate)
  • DRIP reinvestment = each after-tax payout buys more shares at that period's share price

Disclaimer: This tool is for education only. Results are estimates based on the numbers you enter, and dividends are not guaranteed. Companies can change or cut their dividends at any time. This is not financial, tax, or legal advice.

JEPQ Sample Baseline Metrics

Sample data as of 2026-11-05 ([ADD REAL DATA: verify current yield and price; yields change daily])

Here are the sample figures pre-loaded in the JEPQ calculator above. Stock prices and yields move every trading day, so check your brokerage quote and type the latest numbers into the form.

Ticker / TypeJEPQ (ETF)
Sample Dividend Yield9.15%
Annual Dividend / Share$5.12
Payout Schedulemonthly
5-Yr Dividend Growth0.00%/yr
Sample Share Price$55.95

Worked Example: $10,000 to $100,000 in JEPQ

Using the formula Annual Dividend = Shares × Annual Dividend Per Share, here is how a lump-sum investment in JEPQ performs with `$0` monthly additions and DRIP turned on at the sample 9.15% yield:

InvestmentStarting SharesYear 1 Dividend10-Yr Portfolio10-Yr Dividend20-Yr Portfolio20-Yr Dividend
$10,000178.7 sh$915.00/yr$23,239$1,690/yr$48,105$2,886/yr
$25,000446.8 sh$2,287.50/yr$58,096$4,225/yr$120,262$7,215/yr
$50,000893.7 sh$4,575.00/yr$116,193$8,450/yr$240,524$14,430/yr
$100,0001787.3 sh$9,150.00/yr$232,385$16,899/yr$481,048$28,860/yr

How JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) Works

Applies JPMorgan's covered-call ELN income strategy to a portfolio of Nasdaq-100 large-cap growth and technology stocks, delivering high monthly income with partial Nasdaq upside participation.

Payout Schedule: Pays monthly distributions at the beginning of each month (12 payouts per year).

Dividend Track Record: Introduced in May 2022 as the Nasdaq-focused counterpart to JEPI. Because the Nasdaq-100 exhibits higher implied volatility than the S&P 500, JEPQ typically generates higher option premium yields.

Strengths & What to Watch Out For (JEPQ)

✓ Strengths

  • •High monthly income yield generated from Nasdaq-100 volatility premiums
  • •Provides exposure to mega-cap technology leaders that normally pay little or no dividend
  • •Out-of-the-money call writing via ELNs allows partial participation in Nasdaq rallies

⚠ Common Mistakes & Risks

  • •Distributions are primarily taxed as ordinary income in taxable brokerage accounts
  • •Concentrated exposure to technology and communication services increases drawdown risk during tech selloffs
  • •Capped upside compared to holding QQQ directly during sharp bull runs

JEPQ Dividend FAQ

What is the difference between JEPI and JEPQ?

JEPI holds defensive low-volatility S&P 500 stocks and writes S&P 500 call options via ELNs, whereas JEPQ holds Nasdaq-100 growth stocks and writes Nasdaq-100 call options. JEPQ offers higher monthly yield and higher tech exposure, while JEPI is more conservative.

How often does JEPQ pay dividends?

JEPQ pays distributions every month, with ex-dividend dates typically falling on the first trading day of each month.

Is JEPQ better in a Roth IRA or taxable account?

Because the majority of JEPQ's distributions come from ELN option premiums taxed as ordinary income, holding JEPQ in a tax-advantaged account like a Roth IRA or 401(k) avoids annual ordinary income tax drag.

Related Dividend Calculators & Research Guides

DRIP Calculator

See how reinvesting dividends buys extra shares and grows your portfolio over 5 to 50 years.

Dividend Yield Calculator

Find the exact annual dividend yield and income per $10,000 invested from any share price and payout schedule.

Dividend Reinvestment Calculator

Compare portfolio growth with DRIP enabled versus taking dividends in cash side by side.

Monthly Dividend Calculator

Estimate your monthly dividend paycheck and see how much capital you need for a monthly income goal.

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Ticker DRIP Calculators:SCHD (3.45%)JEPI (7.35%)JEPQ (9.15%)VOO (1.28%)O (5.65%)QYLD (11.6%)View all 12 tickers →
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Disclaimer: This calculator and article are for education and estimation only. They are not financial, tax, or investment advice. Past dividend growth or yield does not guarantee future payouts. Check current SEC filings, fund prospectuses, or a licensed advisor before investing.