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JPMorgan Chase & Co. (JPM)

Equity · Currency in USD · Last updated Dec 2, 2023

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.

SummaryFinancials

Company Info

ISINUS46625H1005
CUSIP46625H100
SectorFinancial Services
IndustryBanks—Diversified

Highlights

Market Cap$453.43B
EPS$16.76
PE Ratio9.36
PEG Ratio3.06
Revenue (TTM)$142.43B
Gross Profit (TTM)$122.31B
Year Range$120.43 - $158.21
Target Price$155.44
Short %0.60%
Short Ratio1.77

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.


0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
13.25%
7.29%
JPM (JPMorgan Chase & Co.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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JPMorgan Chase & Co.

Popular comparisons: JPM vs. BAC, JPM vs. BLK, JPM vs. SPY, JPM vs. AXP, JPM vs. VOO, JPM vs. HD, JPM vs. SCHD, JPM vs. XLF, JPM vs. GSJY, JPM vs. VYM

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%.


PeriodReturnBenchmark
Year-To-Date20.44%19.67%
1 month12.88%8.42%
6 months13.25%7.29%
1 year18.55%12.71%
5 years (annualized)10.44%10.75%
10 years (annualized)13.84%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
JPM
JPMorgan Chase & Co.
0.80
^GSPC
S&P 500
0.91

Sharpe Ratio

The current JPMorgan Chase & Co. Sharpe ratio is 0.80. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.80
0.91
JPM (JPMorgan Chase & Co.)
Benchmark (^GSPC)

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.


PeriodTTM20222021202020192018201720162015201420132012
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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
JPM
2.58%
Market bottom
1.03%
Market top
5.13%
JPMorgan Chase & Co. has a dividend yield of 2.58%, which is quite average when compared to the overall market.
Payout Ratio
JPM
23.33%
Market bottom
17.93%
Market top
59.27%
JPMorgan Chase & Co. has a payout ratio of 23.33%, 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 Chart

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


-16.00%-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%JulyAugustSeptemberOctoberNovemberDecember
-3.01%
-4.21%
JPM (JPMorgan Chase & Co.)
Benchmark (^GSPC)

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, 2000638Oct 9, 20021084Jan 31, 20071722
-73.2%Apr 23, 19861146Oct 31, 1990350Mar 20, 19921496
-68.15%May 10, 2007461Mar 9, 2009972Jan 16, 20131433
-47.26%Jul 7, 199866Oct 7, 199863Jan 7, 1999129
-43.63%Jan 3, 202055Mar 23, 2020201Jan 7, 2021256

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.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
2.85%
2.79%
JPM (JPMorgan Chase & Co.)
Benchmark (^GSPC)