JPMO dividend calculator

Project income and DRIP growth for YieldMax JPM Option Income Strategy ETF, prefilled with its 28.93% forward yield and 0% five-year dividend growth. See the full dividend history →

Final portfolio value
$4,254,003
after 20 years
Income in year 20
$624,775
$52,065/month avg
You contributed
$130,000
of your own money
Dividends received
$3,539,527
total, over 20 years
Yield on cost
480.6%
final year
Growth on top of contributions
$4,124,003
value minus contributions
$0$0k$343,627$2,340k$687,253$4,679kYear 1: $4,324 incomeYear 2: $7,630 incomeYear 3: $11,853 incomeYear 4: $17,204 incomeYear 5: $23,934 incomeYear 6: $32,335 incomeYear 7: $42,746 incomeYear 8: $55,557 incomeYear 9: $71,215 incomeYear 10: $90,225 incomeYear 11: $113,158 incomeYear 12: $140,649 incomeYear 13: $173,406 incomeYear 14: $212,205 incomeYear 15: $257,900 incomeYear 16: $311,416 incomeYear 17: $373,753 incomeYear 18: $445,985 incomeYear 19: $529,256 incomeYear 20: $624,775 incomeY1Y3Y5Y7Y9Y11Y13Y15Y17Y19Y20

Annual income (left)Portfolio value (right) ·

How many shares of JPMO for monthly income?

Monthly incomeShares neededCapital at $14.40
$100288$4,149
$250720$10,372
$5001,440$20,743
$1,0002,880$41,486
$3,0008,639$124,445

At JPMO's forward payout of $4.1674 per share per year.

Year-by-year breakdown
YearContributedValueAnnual incomeCumulative dividendsYield on cost
1$16,000$20,784$4,324$4,32427.0%
2$22,000$35,248$7,630$11,95434.7%
3$28,000$54,436$11,853$23,80742.3%
4$34,000$79,633$17,204$41,01150.6%
5$40,000$112,422$23,934$64,94559.8%
6$46,000$154,727$32,335$97,28070.3%
7$52,000$208,874$42,746$140,02682.2%
8$58,000$277,658$55,557$195,58395.8%
9$64,000$364,409$71,215$266,797111.3%
10$70,000$473,071$90,225$357,023128.9%
11$76,000$608,286$113,158$470,181148.9%
12$82,000$775,482$140,649$610,830171.5%
13$88,000$980,965$173,406$784,235197.1%
14$94,000$1,232,025$212,205$996,441225.8%
15$100,000$1,537,032$257,900$1,254,341257.9%
16$106,000$1,905,550$311,416$1,565,757293.8%
17$112,000$2,348,446$373,753$1,939,510333.7%
18$118,000$2,878,004$445,985$2,385,496378.0%
19$124,000$3,508,037$529,256$2,914,751426.8%
20$130,000$4,254,003$624,775$3,539,527480.6%

Dividend calculator FAQ

What is DRIP?

DRIP stands for dividend reinvestment plan. Instead of taking dividends as cash, each payment automatically buys more shares, so the next payment is larger. Over years this compounding is the main engine of a dividend portfolio.

What is yield on cost?

Yield on cost is the dividends you receive in a year divided by what you originally paid, not the current price. A stock bought at a 3% yield whose dividend has doubled now pays 6% on your original cost.

Is this projection a guarantee?

No. The calculator assumes constant yield, growth and reinvestment and ignores taxes, fees and the chance of a dividend cut. Real results will differ. Treat it as a planning range, not a promise.

Should I use forward or trailing yield?

The per-ticker calculator prefills the forward yield (the indicated annual rate divided by price) because it reflects the current payout. You can override any input.

Projections assume constant yield and growth and ignore taxes, fees and dividend cuts. For education only, not investment advice.