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JPMorgan Equity Premium Income ETF (JEPI) Options Positioning, Max Pain & Unusual Sweeps

$57.56 +0.83% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $57.54

JPMorgan Equity Premium Income ETF (JEPI) earns a Roarable Rating of C (Hold) with 63/100 RQD Confidence. As an exchange-traded fund, single-company GAAP gross margins, Altman-Z, and CEO Form 4 insider metrics are N/A for fund structure; its score reflects basket trend, institutional flow, and macro regime alignment.

📊 Historical Track Record: Scores of 63/100 (C) historically posted market-perform odds over rolling 90-day windows (+0.9% avg 90D alpha vs SPY) →
ROARABLE C • HOLD / WATCH Cap $37.00B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on JEPI Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is JEPI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, JPMorgan Equity Premium Income ETF (NYSE: JEPI) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 63/100 at a spot price of $57.56 (+0.83% 1D, market cap $37.00B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 17/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 16/20. Across 40 tracked ETF / Index issuers, JEPI ranks #17 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does JEPI compare to DIA and XLE in the ETF / Index sector?
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Within the ETF / Index sector (Covered-Call Monthly Income), JEPI carries a Roarable C (63/100 RQD), trailing P/E of N/A, gross margin of N/A (ETF), and ROIC of N/A (ETF). By comparison, DIA (SPDR Dow Jones Industrial Average ETF) holds a C+ grade (66/100 RQD, P/E N/A, ROIC —, cap $38.00B) and XLE (Energy Select Sector SPDR Fund) posts a A- grade (84/100 RQD, P/E N/A, ROIC —, cap $36.00B). Among the 5-stock peer group, JEPI leads on earnings multiple (N/A) while JEPI leads on capital efficiency (— ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for JEPI?
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For JPMorgan Equity Premium Income ETF (JEPI), key quantitative strengths include Diversified Covered-Call Monthly Income basket eliminates single-company earnings blowup risk. and Deep intraday secondary-market liquidity with transparent underlying index holdings., while primary risk factors center on Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures. and Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $57.54 (-0.04%)🧬 ETF Open-End Share Creation/Redemption⚙️ Cash Engine: 12/20 (C-) • Liquid Basket
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 63/100 (C) historically posted market-perform odds over rolling 90-day windows (+0.9% avg 90D alpha vs SPY • 54.8% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →
RQD QUANT TACHOMETERHOLD / WATCH • C
025507510063
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C · Rk C-
Fund (12)Whales (11)Struct (17)Macro (7)Flow (16)
Each axis scored 0–20
12M PRICE TARGET CONE+2.3% Base Target
$69 Bull$59 Base$46 Bear
📬 FREE JEPI RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for JEPI)Realized 20D OHLCV Swing Band: ±1.8%
Deterministic 5-Pillar Attribution (63/100 Composite)
🔍 WHY JEPI SCORES 63/100 (C) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+17/20 pts (27% of score)

Diversified basket structure mitigates single-issuer 10-K restatement risk

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+16/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 80% Net Buy • ETF Open-End Share Creation/Redemption

▼ #1 Drag / Risk Factor: Macro Regime Fit7/20 pts (-13 pt drag)

Macro rate sensitivity & RSI-14 (58.9) create a -13 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
55
Grade C$56.93+0.8% Next Q
Q2 (-2Q)
58
Grade C$57.36-0.2% Next Q
Q3 (-1Q)
60
Grade C$57.23+0.6% Next Q
Current
63
Grade C$57.56+0.9% Hist 90D α
Trajectory: C (55) → C (63)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the JEPI Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 63/100 (C) score, JEPI faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures.

⚠️ Forensic Kill-Switch #2

Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($56.92) or 200D SMA ($57.15) invalidates the momentum regime and cuts Target Base ($58.86) toward Bear Floor ($45.91).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $JEPI• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “JEPI Beats Next Quarter EPS Consensus (Quarterly Rebalance / Distribution) & Holds Above 200D SMA”
YES 63%NO 37%Trade / Inspect Odds →
CALL VS. PUT WHALE SHARE
— (No Active Options Snapshot)
Put/Call Ratio: — (No Active Options Snapshot)
MAX-PAIN EXPIRATION MAGNET
— (No Active Options Snapshot)
No active options chain max-pain snapshot on file
HISTORICAL 20D VOLATILITY SWING
±1.8%
Derived from 20D OHLCV bars (No Active Options Snapshot)

Active Strike Call vs. Put Concentration Ladder (JEPI)

— (No Active Options Snapshot) — No unusual CBOE strike concentration anomalies recorded in the current database snapshot for JEPI.

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ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating JEPI & AI Leaders Without Chasing Tops

  • ✓Institutional whale strikes & implied earnings move audit on JEPI
  • ✓How disciplined traders manage risk using pre-published trigger & invalidation levels
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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JEPI // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +1.57%📐 HORIZONTAL RANGE
2026-11-02O $57.08H $57.56L $57.08C $57.56VOL 5.28M
RES: $57.93SUP: $55.83SMA50: $56.92SMA200: $57.15
$58.49$57.57$56.65$55.73$54.81RES $57.93SUP $55.83$57.562026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

JEPI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 JEPI Butterfly Map → + Track JEPI →
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
ETF / Index Composite — N/A for Fund Structure

Single-issuer corporate Reverse-DCF growth hurdles do not apply to index funds or ETFs.

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on JEPI today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for JEPI. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for JEPI today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (JEPI)

ETF / Index Rank #17 of 40 ⚔️ DIA vs JEPI Full Matrix →

1. Head-to-Head ETF / Index Peer Comparison (JEPI vs. DIA, XLE, XLV, XLF)

Industry: Covered-Call Monthly Income (1 Tracked Issuers)

Across 40 tracked ETF / Index securities in the Roarable RQD universe, JPMorgan Equity Premium Income ETF (JEPI) ranks #17 by composite RQD confidence (63/100, grade C) and #15 by equity capitalization ($37.00B). Within this direct 5-issuer industry benchmark cohort, JEPI leads on earnings valuation at N/A trailing P/E, while JEPI leads on capital efficiency and profitability with ETF composite structure and benchmark tracking. XLE currently holds the highest overall quantitative score in the immediate peer group at 84/100 (A-) compared with JEPI at 63/100 (C).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
JEPI ACTIVE
JPMorgan Equity Premium Income ETF
C 63/100 — — — +0.83% $37.00B Benchmark Subject
DIA
SPDR Dow Jones Industrial Average ETF
C+ 66/100 — — — -0.37% $38.00B /dia-vs-jepi →
XLE
Energy Select Sector SPDR Fund
A- 84/100 — — — +0.38% $36.00B /xle-vs-jepi →
XLV
Health Care Select Sector SPDR Fund
B+ 79/100 — — — +2.35% $40.00B /xlv-vs-jepi →
XLF
Financial Select Sector SPDR Fund
B 74/100 — — — +1.42% $48.00B /xlf-vs-jepi →

2. JEPI ETF Structure, Technical Regime & Benchmark Role Breakdown

EXCHANGE-TRADED FUND / COMPOSITE VEHICLE • NYSE

Because JPMorgan Equity Premium Income ETF (JEPI) is structured as an exchange-traded fund / composite basket rather than a single operating corporation filing 10-K GAAP income statements, Roarable evaluates JEPI on technical trend regime, moving-average dispersion, 52-week range positioning, relative strength (RSI-14), and secondary-market share volume liquidity. At $57.56, JEPI trades vs. its 50-day SMA of $56.92 and 200-day SMA of $57.15 on daily liquidity of 5,283,877 shares.

50D SMA Level
$56.92
Medium-Term Trend Anchor
200D SMA Level
$57.15
Institutional Secular Line
52-Week Range Pos
51.0%
$55.10 – $59.90
RSI-14 Momentum
58.9
BULLISH MOMENTUM
Volume Liquidity
5,283,877
AUM Cap $37.00B

3. JEPI Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is JEPI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, JPMorgan Equity Premium Income ETF (NYSE: JEPI) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 63/100 at a spot price of $57.56 (+0.83% 1D, market cap $37.00B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 17/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 16/20. Across 40 tracked ETF / Index issuers, JEPI ranks #17 in composite RQD confidence.

How does JEPI compare to DIA and XLE in the ETF / Index sector?

Within the ETF / Index sector (Covered-Call Monthly Income), JEPI carries a Roarable C (63/100 RQD), trailing P/E of N/A, gross margin of N/A (ETF), and ROIC of N/A (ETF). By comparison, DIA (SPDR Dow Jones Industrial Average ETF) holds a C+ grade (66/100 RQD, P/E N/A, ROIC —, cap $38.00B) and XLE (Energy Select Sector SPDR Fund) posts a A- grade (84/100 RQD, P/E N/A, ROIC —, cap $36.00B). Among the 5-stock peer group, JEPI leads on earnings multiple (N/A) while JEPI leads on capital efficiency (— ROIC).

What are the biggest fundamental strengths and SEC risk factors for JEPI?

For JPMorgan Equity Premium Income ETF (JEPI), key quantitative strengths include Diversified Covered-Call Monthly Income basket eliminates single-company earnings blowup risk. and Deep intraday secondary-market liquidity with transparent underlying index holdings., while primary risk factors center on Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures. and Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is JEPI trading relative to its 50-day, 200-day, and 52-week technical levels?

JEPI last traded at $57.56 (+0.83% on volume of 5,283,877 shares), positioning the stock +1.12% above its 50-day simple moving average ($56.92) and +0.72% above its 200-day simple moving average ($57.15). Across its 52-week range of $55.10 to $59.90, JEPI sits at the 51.3% percentile with a 14-day RSI of 58.9 (BULLISH MOMENTUM) and an implied next-earnings move of ±1.8% ($56.52 to $58.60).

JEPI Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

What is JEPI's options positioning and volatility profile?

Roarable tracks verified CBOE unusual options sweeps, put/call ratios, and OHLCV realized volatility bands for JEPI.

Direct Sub-Reports: JEPI RQD Cockpit JEPI 12M Forecast JEPI Earnings & Move JEPI Dividends & DRIP JEPI Insiders & 13F JEPI Whale Options JEPI Profit Sankey JEPI News & Why
ROARABLE RATING BRIEF • RQD 63/100 (C) ✓ STAGE-C NUMBER FIREWALL VERIFIED

JEPI — JPMorgan Equity Premium Income ETF: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T14:09:04Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, JEPI receives an RQD Score of 63 (Grade C, "Roarable Hold — Fair / Balanced Risk-Reward (ETF Composite Methodology)"). The five pillars are: Fundamental Cash Engine 12/20 (ROIC 0%; FCF yield 0%); Whale 13F Flow 11/20 (institutional accumulation and options positioning); Insider Conviction 16/20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit 7/20 (Beta 1.0; sector sensitivity); and Forensic Balance Sheet 17/20 (Altman Z 2.5; Piotroski F 6/9; Debt/Equity 0.5).

For a prospective investor, the highest-scoring pillar is the forensic balance sheet, indicating comparatively sound structural metrics per the Roarable RQD rating. The weakest pillar is macro regime fit, reflecting Beta of 1.0 and sector sensitivity. The cash-engine pillar scores low because the rating reports ROIC and FCF yield of 0%, which in an income-fund context means the return profile is not captured by these operating metrics and must be evaluated through the distribution and price data instead. The 7.8% dividend yield (per market data) is the most prominent income attribute, but the source data does not establish its sustainability beyond the news commentary referenced below.

Business

JPMorgan Equity Premium Income ETF (JEPI) is an NYSE-listed exchange-traded fund in the ETF / Index sector, classified under the Covered-Call Monthly Income industry. Per the profile, it has approximately $37.0B in assets under management. The source data does not describe the specific holdings, portfolio construction, or fee structure. The fund is presented as a liquid institutional vehicle.

Recent Catalysts & News Wire Analysis

The news wire contains six items, each tagged YELLOW and classed as MARKET WIRE, all related to JEPI:

  • The Motley Fool, "How to Buy JPMorgan Equity Premium Income ETF (JEPI)" — general market action and institutional positioning coverage.
  • 24/7 Wall St., "Forget JEPI: Goldman's Income Fund Held Its Payment Steady While JEPI's Shrank" — comparison of distribution stability against a peer income fund.
  • Seeking Alpha, "JEPI: The 8% Yield's Days Are Numbered" — commentary questioning the sustainability of the yield.
  • Morningstar, "How the Largest Active ETFs in the US Performed" — performance ranking among large active ETFs.
  • US News Money, "7 High-Yield Covered Call ETFs Income Investors Will Love" — peer comparison among covered-call products.
  • 24/7 Wall St., "GPIX Out-Yielded JEPI and Returned 17.37% to Its 9.33%. JEPI Is Still 9.5 Times Bigger" — relative yield and total-return comparison against a competing fund.

Risk watch items per the news wire center on yield sustainability and competitive yield comparisons. Per the Butterfly Supply-Chain Graph, no proprietary signals or butterfly links are recorded for this ticker.

Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples

Per the Butterfly Supply-Chain Graph, the supply chain is recorded as NONE, with no butterfly links and no proprietary signals. The source data therefore does not identify upstream or downstream dependencies for JEPI. Sector correlation data is not provided beyond the ETF / Index classification and the Beta of 1.0. An investor should note that the fund's distributions depend on its covered-call options overlay, but the source data does not describe the underlying holdings or options exposure to quantify second-order sensitivities.

Open Questions

  • What are the fund's underlying holdings and the composition of its covered-call options overlay?
  • What is the fund's expense ratio and how does it affect net distribution yield?
  • Is the 7.8% dividend yield supported by option premium income and underlying equity returns over multiple periods?
  • How do JEPI's total returns compare with peer covered-call funds over a consistent time window?
  • What is the historical distribution stability, given the news commentary raising sustainability questions?

JEPI Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for JPMorgan Equity Premium Income ETF (JEPI) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to JEPI Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

JEPI Bull vs. Bear Conversation Board — What's Your Call at $57.56?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON JEPI 🐻 50% BEARISH CONVICTION
1. Pick Your Side on JEPI:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $62.16 (+8.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is JEPI (C • RQD 63/100) a Buy at $57.56?

Welcome to the JEPI (JPMorgan Equity Premium Income ETF) Roar Pit. Current RQD Composite is 63/100 (Roarable Hold — Fair / Balanced Risk-Reward (ETF Composite Methodology)) in Covered-Call Monthly Income. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

SH ShortSeller_Dan Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $46.62 (-19.0%)
Spot @ $57.56

Pump the brakes on JEPI — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on JEPI, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless JPMorgan Equity Premium Income ETF expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

DE DeltaGamma_99 Verified K Arena Trader 🐂 BULLISH 🎯 Target: $70.22 (+22.0%)
Spot @ $57.56

JEPI cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on JEPI, the market is fixating on short-term headline noise in Covered-Call Monthly Income and ignoring the balance sheet and cash flow trajectory. At $57.56 (52-wk range $55.10 - $59.90), any beat on forward guidance forces shorts and underweight funds to chase.

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