JPMorgan Chase & Co. (JPM)
JPMorgan Chase & Co. is a multinational financial services company headquartered in New York City. The company is one of the largest banks in the world and offers a wide range of financial products and services to individuals, businesses, and institutions.
Company Info
| ISIN | US46625H1005 |
|---|---|
| CUSIP | 46625H100 |
| Sector | Financial Services |
| Industry | Banks—Diversified |
Highlights
| Market Cap | $453.43B |
|---|---|
| EPS | $16.76 |
| PE Ratio | 9.36 |
| PEG Ratio | 3.06 |
| Revenue (TTM) | $142.43B |
| Gross Profit (TTM) | $122.31B |
| Year Range | $120.43 - $158.21 |
| Target Price | $155.44 |
| Short % | 0.60% |
| Short Ratio | 1.77 |
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in JPMorgan Chase & Co., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
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Return
JPMorgan Chase & Co. had a return of 20.44% year-to-date (YTD) and 18.55% in the last 12 months. Over the past 10 years, JPMorgan Chase & Co. had an annualized return of 13.84%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.44% | 19.67% |
| 1 month | 12.88% | 8.42% |
| 6 months | 13.25% | 7.29% |
| 1 year | 18.55% | 12.71% |
| 5 years (annualized) | 10.44% | 10.75% |
| 10 years (annualized) | 13.84% | 9.87% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -1.83% | 7.17% | 9.35% | -7.36% | -0.90% | -3.40% | 12.24% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 0.80 | ||||
^GSPC S&P 500 | 0.91 |
Dividend History
JPMorgan Chase & Co. granted a 2.58% dividend yield in the last twelve months. The annual payout for that period amounted to $4.05 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.05 | $4.00 | $3.70 | $3.60 | $3.30 | $2.48 | $2.04 | $1.84 | $1.68 | $1.56 | $1.36 | $1.15 |
Dividend yield | 2.58% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% | 2.62% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $1.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.05 | $0.00 | |
| 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 |
| 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 |
| 2020 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 |
| 2019 | $0.80 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 |
| 2018 | $0.56 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 |
| 2017 | $0.48 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 |
| 2016 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 |
| 2015 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 |
| 2014 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 |
| 2013 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 |
| 2012 | $0.25 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 74.02%, occurring on Oct 9, 2002. Recovery took 1084 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.02% | Mar 24, 2000 | 638 | Oct 9, 2002 | 1084 | Jan 31, 2007 | 1722 |
| -73.2% | Apr 23, 1986 | 1146 | Oct 31, 1990 | 350 | Mar 20, 1992 | 1496 |
| -68.15% | May 10, 2007 | 461 | Mar 9, 2009 | 972 | Jan 16, 2013 | 1433 |
| -47.26% | Jul 7, 1998 | 66 | Oct 7, 1998 | 63 | Jan 7, 1999 | 129 |
| -43.63% | Jan 3, 2020 | 55 | Mar 23, 2020 | 201 | Jan 7, 2021 | 256 |
Volatility Chart
The current JPMorgan Chase & Co. volatility is 2.85%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.