- ISIN
- US46625H1005
- CUSIP
- 46625H100
- Sector
- Financial Services
- Industry
- Banks - Diversified
- IPO Date
- Oct 6, 1978
Highlights
- Market Cap
- $896.00B
- Enterprise Value
- $2.60T
- EPS (TTM)
- $21.08
- PE Ratio
- 15.21
- PEG Ratio
- 1.68
- Total Revenue (TTM)
- $285.09B
- Gross Profit (TTM)
- $173.52B
- EBITDA (TTM)
- $81.46B
- Year Range
- $266.85 - $337.25
- Target Price
- $332.78
- ROA (TTM)
- 1.20%
- ROE (TTM)
- 16.18%
Share Price Chart
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Performance
JPM Performance Chart
JPMorgan Chase & Co. (JPM) is up 0.5% since the beginning of the year. At $321 per share, JPM is trading 4.9% below its 52-week high of $337. Investors who bought $1,000 worth of JPM shares 5 years ago would now be looking at an investment worth $2,270.
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Returns By Period
JPMorgan Chase & Co. (JPM) has returned 0.50% so far this year and 21.89% over the past 12 months. Looking at the last ten years, JPM has achieved an annualized return of 21.02%, outperforming the S&P 500 Index benchmark, which averaged 13.61% per year.
JPMorgan Chase & Co.
- 1D
- 2.31%
- 1M
- 6.82%
- YTD
- 0.50%
- 6M
- 1.66%
- 1Y
- 21.89%
- 3Y*
- 34.22%
- 5Y*
- 17.82%
- 10Y*
- 21.02%
Benchmark (S&P 500 Index)
- 1D
- 0.50%
- 1M
- -0.17%
- YTD
- 8.56%
- 6M
- 8.85%
- 1Y
- 22.93%
- 3Y*
- 19.37%
- 5Y*
- 11.84%
- 10Y*
- 13.61%
JPM Monthly Returns History
Based on dividend-adjusted daily data since Dec 30, 1983, JPM's average daily return is +0.07%, while the average monthly return is +1.38%. At this rate, an investment would double in approximately 4.2 years.
Historically, 56% of months were positive and 44% were negative. The best month was Oct 1998 with a return of +32.9%, while the worst month was Oct 1990 at -34.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.
On a daily basis, JPM closed higher 49% of trading days. The best single day was Jan 21, 2009 with a return of +25.1%, while the worst single day was Oct 19, 1987 at -27.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.64% | -1.83% | -2.04% | 7.03% | -4.44% | 7.15% | 0.50% | ||||||
| 2025 | 12.09% | -0.99% | -7.31% | 0.34% | 7.92% | 9.81% | 2.68% | 1.75% | 4.65% | -0.89% | 0.63% | 2.92% | 37.27% |
| 2024 | 3.14% | 6.71% | 7.65% | -3.72% | 5.68% | -0.18% | 5.79% | 5.64% | -6.20% | 5.89% | 12.53% | -4.01% | 44.29% |
| 2023 | 5.14% | 2.42% | -9.10% | 6.92% | -1.83% | 7.17% | 9.35% | -7.36% | -0.90% | -3.40% | 12.24% | 8.98% | 30.63% |
| 2022 | -5.59% | -4.58% | -3.86% | -11.79% | 10.78% | -14.84% | 3.35% | -1.41% | -8.12% | 21.54% | 9.77% | -2.95% | -12.64% |
| 2021 | 1.99% | 14.38% | 3.44% | 1.63% | 6.78% | -5.30% | -1.86% | 5.38% | 2.34% | 4.41% | -6.51% | -0.30% | 27.75% |
Benchmark Metrics
JPMorgan Chase & Co. has an annualized alpha of 3.63%, beta of 1.35, and R2 of 0.46 versus S&P 500 Index. Calculated based on daily prices since December 30, 1983.
- This stock captured 141.03% of S&P 500 Index gains and 124.99% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.46 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 3.63%
- Beta
- 1.35
- R²
- 0.46
- Upside Capture
- 141.03%
- Downside Capture
- 124.99%
Return for Risk
Risk / Return Rank
JPM ranks 68 for risk / return — better than 68% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JPM | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.34 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.53 | -1.11 |
| Martin ratioReturn relative to average drawdown | 3.36 | 11.37 | -8.02 |
Dividends
Dividend History
JPMorgan Chase & Co. provided a 1.84% dividend yield over the last twelve months, with an annual payout of $5.90 per share. The company has been increasing its dividends for 15 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.90 | $5.55 | $4.60 | $4.05 | $4.00 | $3.70 | $3.60 | $3.30 | $2.48 | $2.04 | $1.84 | $1.68 |
Dividend yield | 1.84% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Chase & Co.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $1.50 | $0.00 | $0.00 | $1.50 | $0.00 | $0.00 | $3.00 | ||||||
| 2025 | $1.25 | $0.00 | $0.00 | $1.40 | $0.00 | $0.00 | $1.40 | $0.00 | $0.00 | $1.50 | $0.00 | $0.00 | $5.55 |
| 2024 | $1.05 | $0.00 | $0.00 | $1.15 | $0.00 | $0.00 | $1.15 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $4.60 |
| 2023 | $1.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $4.05 |
| 2022 | $1.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $4.00 |
| 2021 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $3.70 |
Dividend Yield & Payout
Dividend Yield
JPMorgan Chase & Co. has a dividend yield of 1.84%, which is quite average when compared to the overall market.
Payout Ratio
JPMorgan Chase & Co. has a payout ratio of 28.23%, which is quite average when compared to the overall market. This suggests that JPMorgan Chase & Co. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Chase & Co.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan Chase & Co. was 76.16%, occurring on Oct 31, 1990. Recovery took 542 trading sessions.
The current JPMorgan Chase & Co. drawdown is 3.66%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
1990 bear market1990 | -76.16%Oct 1990 | 4y 7mo | 2y 1mo | 6y 8moMar 1986 - Dec 1992 |
Dot-com crash2000–2002 | -73.02%Oct 2002 | 2y 6mo | 4y 3mo | 6y 10moMar 2000 - Jan 2007 |
Financial crisis2007–2009 | -68.15%Mar 2009 | 1y 10mo | 3y 10mo | 5y 8moMay 2007 - Jan 2013 |
1998 bear market1998 | -47.26%Oct 1998 | 3mo 2d | 3mo 2d | 6mo 4dJul 1998 - Jan 1999 |
COVID crash2020 | -43.63%Mar 2020 | 2mo 20d | 9mo 20d | 1y 5dJan 2020 - Jan 2021 |
Drawdown Indicators
| JPM | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.16% | -56.78% | -19.38% |
Max Drawdown (1Y)Largest decline over 1 year | -15.47% | -9.10% | -6.37% |
Max Drawdown (3Y)Largest decline over 3 years | -24.42% | -18.90% | -5.52% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -25.43% | -13.34% |
Max Drawdown (10Y)Largest decline over 10 years | -43.63% | -33.92% | -9.71% |
Current DrawdownCurrent decline from peak | -3.66% | -2.34% | -1.32% |
Average DrawdownAverage peak-to-trough decline | -17.62% | -10.72% | -6.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.54% | 2.02% | +4.52% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of JPMorgan Chase & Co. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how JPMorgan Chase & Co. is priced in the market compared to other companies in the Banks - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for JPM, comparing it with other companies in the Banks - Diversified industry. Currently, JPM has a P/E ratio of 15.2. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for JPM compared to other companies in the Banks - Diversified industry. JPM currently has a PEG ratio of 1.7. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for JPM relative to other companies in the Banks - Diversified industry. Currently, JPM has a P/S ratio of 3.1. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for JPM in comparison with other companies in the Banks - Diversified industry. Currently, JPM has a P/B value of 2.6. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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|---|---|
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EBITDA | — |
EBIT | — |
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Net Income | — |
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Discontinued Operations | — |
Effect Of Accounting Charges | — |
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Minority Interest | — |
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Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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