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JEPI tax-loss harvesting alternatives
JPMorgan Equity Premium Income ETF (JPMorgan Chase) tracks Actively managed (no index). If you hold JEPI at a loss, these ETFs track a different index, which generally makes them less likely to be considered “substantially identical” — while still moving closely with JEPI during the 31-day wait.
| Held fund | Index tracked | Issuer | Expense ratio | AUM | Holdings | Category |
|---|---|---|---|---|---|---|
| JEPI JPMorgan Equity Premium Income ETF | Actively managed (no index) | JPMorgan Chase | 0.35% | $45.66B | 137 | US dividend |
Sources: issuer fund page · public fund profile. Fund data as of 2026-10-16.
JEPI wash sale alternatives (different index)
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| IVE iShares S&P 500 Value ETF | S&P 500 Value | BlackRock | 0.18% | $49.51B | 0.872 | n/a | different strategy |
| DGRO iShares Core Dividend Growth ETF | Morningstar US Dividend Growth Index | BlackRock | 0.08% | $43.24B | 0.866 | n/a | different strategy |
| VIG Vanguard Dividend Appreciation ETF | S&P U.S. Dividend Growers Index | Vanguard | 0.04% | $111.88B | 0.864 | n/a | different strategy |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | S&P 500 Value | State Street | 0.04% | $36.69B | 0.861 | n/a | different strategy |
| RSP Invesco S&P 500 Equal Weight ETF | S&P 500 Equal Weighted | Invesco | 0.20% | $98.58B | 0.853 | n/a | different strategy |
| IWD iShares Russell 1000 Value ETF | Russell 1000 Value | BlackRock | 0.18% | $83.25B | 0.830 | n/a | different strategy |
| VONV Vanguard Russell 1000 Value ETF | Russell 1000 Value | Vanguard | 0.06% | $22.25B | 0.829 | n/a | different strategy |
| VTV Vanguard Morningstar Value ETF | Morningstar US Large Cap Value TR USD | Vanguard | 0.03% | $188.59B | 0.826 | n/a | different strategy |
Sorted by 1-year correlation of daily total returns with JEPI (through 2026-10-16). Holdings overlap = sum of the smaller weight of each common stock, from issuer holdings files; “n/a” where the issuer does not offer a free download or for bond/international/commodity funds. Hover a value for its as-of dates.
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30-day wash-sale calendar for JEPI
The window is 30 calendar days before and after the sale (61 days total, IRC §1091(a)). Buying the replacement fund right away is the point of a swap; the dates above are about buying back the fund you sold, or anything substantially identical to it.
Before you swap
- Turn off dividend reinvestment for JEPI in every account (including IRAs) for the window — a reinvested dividend is a purchase.
- Check automatic investments, a spouse’s accounts, and any JEPI bought in the 30 days before the sale.
- Your broker generally only flags wash sales for the identical security in the same account. You are responsible for the rest.
- Read how wash sales work and the FAQ, then confirm your plan with a tax professional.