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JPMorgan Chase & Co.

JPM
Equity · Currency in USD
Sector
Financial Services
Industry
Banks—Diversified
ISIN
US46625H1005
CUSIP
46625H100

JPMPrice Chart


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JPMPerformance

The chart shows the growth of $10,000 invested in JPMorgan Chase & Co. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $52,537 for a total return of roughly 425.37%. All prices are adjusted for splits and dividends.


JPM (JPMorgan Chase & Co.)
Benchmark (S&P 500)

JPMReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M6.71%
6M10.78%
YTD34.41%
1Y70.42%
5Y23.13%
10Y21.64%

JPMMonthly Returns Heatmap


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JPMSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current JPMorgan Chase & Co. Sharpe ratio is 2.51. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


JPM (JPMorgan Chase & Co.)
Benchmark (S&P 500)

JPMDividends

JPMorgan Chase & Co. granted a 2.22% dividend yield in the last twelve months, as of Oct 22, 2021. The annual payout for that period amounted to $3.70 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$3.70$3.60$3.30$2.48$2.04$1.84$1.68$1.56$1.36$1.15$0.80$0.20

Dividend yield

2.22%2.83%2.37%2.54%1.91%2.13%2.54%2.49%2.33%2.62%2.41%0.47%

JPMDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


JPM (JPMorgan Chase & Co.)
Benchmark (S&P 500)

JPMWorst Drawdowns

The table below shows the maximum drawdowns of the JPMorgan Chase & Co.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the JPMorgan Chase & Co. is 43.63%, recorded on Mar 23, 2020. It took 201 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.63%Jan 3, 202055Mar 23, 2020201Jan 7, 2021256
-39.66%Feb 22, 2011193Nov 23, 2011279Jan 7, 2013472
-25.37%Apr 16, 201093Aug 26, 2010120Feb 16, 2011213
-23.21%Jul 23, 2015141Feb 11, 2016164Oct 5, 2016305
-21.79%Sep 21, 201865Dec 24, 201885Apr 29, 2019150
-15.83%Jan 8, 201021Feb 8, 201031Mar 24, 201052
-13.33%Dec 31, 201421Jan 30, 201550Apr 14, 201571
-12.63%Feb 27, 201885Jun 27, 201828Aug 7, 2018113
-12.16%Mar 25, 201438May 16, 201485Sep 17, 2014123
-11.73%Mar 2, 201763May 31, 201723Jul 3, 201786

JPMVolatility Chart

Current JPMorgan Chase & Co. volatility is 25.87%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


JPM (JPMorgan Chase & Co.)
Benchmark (S&P 500)

Portfolios with JPMorgan Chase & Co.


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