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ISIN
US46625H1005
CUSIP
46625H100
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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Compare stocks, funds, or ETFs

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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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S&P 500 Index

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-4.64%-1.83%-2.04%7.03%-4.44%7.15%0.50%
202512.09%-0.99%-7.31%0.34%7.92%9.81%2.68%1.75%4.65%-0.89%0.63%2.92%37.27%
20243.14%6.71%7.65%-3.72%5.68%-0.18%5.79%5.64%-6.20%5.89%12.53%-4.01%44.29%
20235.14%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%
20211.99%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
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.


JPM Risk / Return Rank: 6868
Overall Rank
JPM Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
JPM Sortino Ratio Rank: 6565
Sortino Ratio Rank
JPM Omega Ratio Rank: 6565
Omega Ratio Rank
JPM Calmar Ratio Rank: 6969
Calmar Ratio Rank
JPM Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


JPMBenchmarkDifference
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.


1.80%2.00%2.20%2.40%2.60%2.80%3.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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 7mo2y 1mo
6y 8moMar 1986 - Dec 1992
Dot-com crash2000–2002
-73.02%Oct 2002
2y 6mo4y 3mo
6y 10moMar 2000 - Jan 2007
Financial crisis2007–2009
-68.15%Mar 2009
1y 10mo3y 10mo
5y 8moMay 2007 - Jan 2013
1998 bear market1998
-47.26%Oct 1998
3mo 2d3mo 2d
6mo 4dJul 1998 - Jan 1999
COVID crash2020
-43.63%Mar 2020
2mo 20d9mo 20d
1y 5dJan 2020 - Jan 2021

Drawdown Indicators


JPMBenchmarkDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-3.66%

-2.34%

-1.32%

Average Drawdown

Average peak-to-trough decline

-17.62%

-10.72%

-6.90%

Ulcer Index

Depth 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.


Annual
Quarterly

0.0

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



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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