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JPMorgan Chase & Co CDR (JPM.NEO)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
CA46653U1066

Highlights

Market Cap
CA$103.06B
Enterprise Value
CA$226.83B
EPS (TTM)
CA$21.21
PE Ratio
1.79
Total Revenue (TTM)
CA$179.43B
Year Range
CA$26.70 - CA$43.53
ROA (TTM)
1.27%
ROE (TTM)
16.11%

Share Price Chart


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JPMorgan Chase & Co CDR

Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in JPMorgan Chase & Co CDR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Different Benchmark Currency

JPM.NEO is traded in CAD, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to CAD using the latest available exchange rates.

Returns By Period

JPMorgan Chase & Co CDR (JPM.NEO) has returned -8.98% so far this year and 19.95% over the past 12 months.


JPMorgan Chase & Co CDR

1D
3.64%
1M
-2.12%
YTD
-8.98%
6M
-6.78%
1Y
19.95%
3Y*
32.99%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.80%
1M
-3.22%
YTD
-3.34%
6M
-2.48%
1Y
12.46%
3Y*
17.80%
5Y*
12.48%
10Y*
12.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 1, 2021, JPM.NEO's average daily return is +0.07%, while the average monthly return is +1.55%. At this rate, your investment would double in approximately 3.8 years.

Historically, 54% of months were positive and 46% were negative. The best month was Oct 2022 with a return of +22.0%, while the worst month was Jun 2022 at -15.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, JPM.NEO closed higher 54% of trading days. The best single day was Nov 6, 2024 with a return of +11.8%, while the worst single day was Apr 4, 2025 at -7.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-4.97%-2.15%-2.12%-8.98%
202512.12%-1.18%-7.36%0.18%7.57%9.66%2.35%1.73%4.58%-0.86%0.47%2.83%35.25%
20243.15%6.55%7.71%-3.73%5.59%-0.48%6.02%5.55%-6.45%6.12%13.01%-4.72%43.26%
20235.17%2.35%-9.30%7.32%-2.07%7.10%9.33%-7.29%-1.06%-3.46%12.31%8.97%30.21%
2022-5.90%-4.37%-3.76%-12.20%11.34%-15.41%3.46%-1.13%-8.40%21.97%8.82%-2.76%-13.39%
2021-1.52%-1.52%

Benchmark Metrics

JPMorgan Chase & Co CDR has an annualized alpha of 6.67%, beta of 0.87, and R² of 0.29 versus S&P 500 Index. Calculated based on daily prices since December 02, 2021.

  • This stock captured 128.24% of S&P 500 Index gains and 111.96% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • R² of 0.29 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
6.67%
Beta
0.87
0.29
Upside Capture
128.24%
Downside Capture
111.96%

Return for Risk

Risk / Return Rank

JPM.NEO ranks 65 for risk / return — better than 65% 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.NEO Risk / Return Rank: 6565
Overall Rank
JPM.NEO Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
JPM.NEO Sortino Ratio Rank: 5959
Sortino Ratio Rank
JPM.NEO Omega Ratio Rank: 6161
Omega Ratio Rank
JPM.NEO Calmar Ratio Rank: 6868
Calmar Ratio Rank
JPM.NEO Martin Ratio Rank: 7070
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 CDR (JPM.NEO) and compare them to a chosen benchmark (S&P 500 Index).


JPM.NEOBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.80

0.69

+0.11

Sortino ratio

Return per unit of downside risk

1.17

1.06

+0.12

Omega ratio

Gain probability vs. loss probability

1.16

1.17

0.00

Calmar ratio

Return relative to maximum drawdown

1.33

1.14

+0.19

Martin ratio

Return relative to average drawdown

3.69

4.22

-0.53

Explore JPM.NEO risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

JPMorgan Chase & Co CDR provided a 2.75% dividend yield over the last twelve months, with an annual payout of CA$1.04 per share. The company has been increasing its dividends for 3 consecutive years.


2.50%3.00%3.50%4.00%CA$0.00CA$0.20CA$0.40CA$0.60CA$0.80CA$1.002022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
DividendCA$1.04CA$1.02CA$0.84CA$0.74CA$0.72

Dividend yield

2.75%2.43%2.65%3.22%3.92%

Monthly Dividends

The table displays the monthly dividend distributions for JPMorgan Chase & Co CDR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026CA$0.26CA$0.00CA$0.00CA$0.26
2025CA$0.24CA$0.00CA$0.00CA$0.26CA$0.00CA$0.00CA$0.25CA$0.00CA$0.00CA$0.27CA$0.00CA$0.00CA$1.02
2024CA$0.19CA$0.00CA$0.00CA$0.21CA$0.00CA$0.00CA$0.21CA$0.00CA$0.00CA$0.23CA$0.00CA$0.00CA$0.84
2023CA$0.18CA$0.00CA$0.00CA$0.18CA$0.00CA$0.00CA$0.18CA$0.00CA$0.00CA$0.19CA$0.00CA$0.00CA$0.74
2022CA$0.18CA$0.00CA$0.00CA$0.18CA$0.00CA$0.00CA$0.18CA$0.00CA$0.00CA$0.19CA$0.00CA$0.00CA$0.72

Dividend Yield & Payout


Dividend Yield

JPMorgan Chase & Co CDR has a dividend yield of 2.75%, which is quite average when compared to the overall market.

Payout Ratio

JPMorgan Chase & Co CDR has a payout ratio of 27.69%, which is quite average when compared to the overall market. This suggests that JPMorgan Chase & Co CDR 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 CDR. 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 CDR was 38.14%, occurring on Oct 11, 2022. Recovery took 297 trading sessions.

The current JPMorgan Chase & Co CDR drawdown is 12.66%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.14%Jan 14, 2022186Oct 11, 2022297Dec 14, 2023483
-24.55%Feb 19, 202533Apr 4, 202555Jun 24, 202588
-16.26%Jan 7, 202657Mar 27, 2026
-9.56%Apr 1, 202413Apr 17, 202419May 14, 202432
-9.31%Sep 3, 20249Sep 13, 202423Oct 17, 202432

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 CDR 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 CDR 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.NEO, comparing it with other companies in the Banks - Diversified industry. Currently, JPM.NEO has a P/E ratio of 1.8. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for JPM.NEO relative to other companies in the Banks - Diversified industry. Currently, JPM.NEO has a P/S ratio of 0.6. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for JPM.NEO in comparison with other companies in the Banks - Diversified industry. Currently, JPM.NEO has a P/B value of 0.3. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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