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
US46625H1005
46625H100
Oct 6, 1978
Highlights
$701.75B
$20.38
12.39
6.68
$228.61B
$186.05B
$104.01B
$186.55 - $278.53
$258.20
0.97%
1.90
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
JPMorgan Chase & Co. (JPM) returned 6.94% year-to-date (YTD) and 32.56% over the past 12 months. Over the past 10 years, JPM delivered an annualized return of 17.73%, outperforming the S&P 500 benchmark at 10.43%.
JPM
6.94%
16.88%
8.45%
32.56%
25.82%
17.73%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
Monthly Returns
The table below presents the monthly returns of JPM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 12.09% | -0.99% | -7.31% | 0.34% | 3.62% | 6.94% | |||||||
| 2024 | 3.14% | 6.71% | 7.65% | -3.72% | 5.68% | -0.18% | 5.79% | 5.64% | -6.20% | 5.89% | 12.53% | -4.01% | 44.29% |
| 2023 | 5.14% | 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% |
| 2021 | 1.99% | 14.38% | 3.44% | 1.63% | 6.78% | -5.30% | -1.86% | 5.38% | 2.34% | 4.41% | -6.51% | -0.30% | 27.75% |
| 2020 | -4.44% | -12.28% | -22.46% | 7.47% | 1.62% | -3.34% | 3.74% | 3.67% | -3.91% | 2.78% | 20.24% | 7.80% | -5.53% |
| 2019 | 6.88% | 0.83% | -3.00% | 15.52% | -8.69% | 5.51% | 4.49% | -5.29% | 7.13% | 6.99% | 5.48% | 5.80% | 47.26% |
| 2018 | 8.73% | -0.15% | -4.79% | -0.58% | -1.63% | -2.63% | 10.92% | -0.32% | -1.52% | -2.71% | 1.99% | -12.20% | -6.62% |
| 2017 | -1.38% | 7.08% | -3.07% | -0.39% | -5.57% | 11.26% | 0.99% | -0.99% | 5.08% | 5.96% | 3.89% | 2.32% | 26.76% |
| 2016 | -9.29% | -5.38% | 5.19% | 7.51% | 3.28% | -4.80% | 3.75% | 5.52% | -1.35% | 4.77% | 15.75% | 7.63% | 34.54% |
| 2015 | -12.54% | 12.69% | -1.14% | 5.12% | 3.98% | 3.01% | 1.80% | -6.46% | -4.88% | 6.14% | 3.78% | -0.97% | 8.37% |
| 2014 | -4.72% | 2.64% | 6.85% | -7.21% | -0.73% | 3.69% | 0.79% | 3.09% | 1.33% | 1.07% | -0.53% | 4.02% | 9.88% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 86, JPM is among the top 14% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JPMorgan Chase & Co. provided a 1.99% dividend yield over the last twelve months, with an annual payout of $5.05 per share. The company has been increasing its dividends for 14 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.05 | $4.60 | $4.05 | $4.00 | $3.70 | $3.60 | $3.30 | $2.48 | $2.04 | $1.84 | $1.68 | $1.56 |
Dividend yield | 1.99% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.25 | $0.00 | $0.00 | $1.40 | $0.00 | $2.65 | |||||||
| 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 |
| 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 | $3.60 |
| 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 | $3.30 |
| 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 | $2.48 |
| 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 | $2.04 |
| 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 | $1.84 |
| 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 | $1.68 |
| 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 | $1.56 |
Dividend Yield & Payout
Dividend Yield
JPMorgan Chase & Co. has a dividend yield of 1.99%, which is quite average when compared to the overall market.
Payout Ratio
JPMorgan Chase & Co. has a payout ratio of 27.52%, 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.
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.
The current JPMorgan Chase & Co. drawdown is 8.90%.
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% | Mar 31, 1986 | 1163 | Oct 31, 1990 | 350 | Mar 20, 1992 | 1513 |
| -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
Volatility Chart
The current JPMorgan Chase & Co. volatility is 10.54%, 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.
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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of JPMorgan Chase & Co., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 6.5% positive surprise.
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 12.4. 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 6.7. 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 4.1. 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 2.1. 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
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