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JEPQ tax-loss harvesting alternatives
JPMorgan NASDAQ Equity Premium Income ETF (JPMorgan Chase) tracks Actively managed (no index). If you hold JEPQ 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 JEPQ during the 31-day wait.
| Held fund | Index tracked | Issuer | Expense ratio | AUM | Holdings | Category |
|---|---|---|---|---|---|---|
| JEPQ JPMorgan NASDAQ Equity Premium Income ETF | Actively managed (no index) | JPMorgan Chase | 0.35% | $44.57B | 111 | US dividend |
Sources: issuer fund page · public fund profile. Fund data as of 2026-10-16.
JEPQ wash sale alternatives (different index)
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust Series I | NASDAQ 100 Index | Invesco | 0.18% | $501.85B | 0.952 | n/a | different strategy |
| QQQM Invesco NASDAQ 100 ETF | NASDAQ 100 Index | Invesco | 0.15% | $111.78B | 0.951 | n/a | different strategy |
| IUSG iShares Core S&P U.S. Growth ETF | S&P 900 Growth | BlackRock | 0.04% | $34.64B | 0.930 | n/a | different strategy |
| IVW iShares S&P 500 Growth ETF | S&P 500 Growth | BlackRock | 0.18% | $79.96B | 0.929 | n/a | different strategy |
| ONEQ Fidelity Nasdaq Composite Index ETF | NASDAQ Composite Index | Fidelity | 0.21% | $11.09B | 0.929 | n/a | different strategy |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500 Growth | State Street | 0.04% | $57.88B | 0.928 | n/a | different strategy |
| IYW iShares U.S. Technology ETF | Russell 1000 Technology RIC 22.5/45 Capped Index | BlackRock | 0.37% | $25.95B | 0.926 | n/a | different strategy |
| VONG Vanguard Russell 1000 Growth ETF | Russell 1000 Growth | Vanguard | 0.06% | $47.87B | 0.914 | n/a | different strategy |
Sorted by 1-year correlation of daily total returns with JEPQ (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 JEPQ
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 JEPQ in every account (including IRAs) for the window — a reinvested dividend is a purchase.
- Check automatic investments, a spouse’s accounts, and any JEPQ 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.