The total return for JPMorgan Chase & Co. (JPM) stock is +19.50% over the past 12 months vs. +24.34% for the S&P 500. So far it's up -2.02% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +17.24% | +30.40% | +13.93% | +17.06% | +14.51% | +10.55% |
| Total Return CAGR | +19.50% | +33.41% | +16.85% | +20.22% | +17.64% | +13.42% |
| Revenue CAGR | +4.27% | +17.21% | +16.94% | +11.05% | +6.34% | +6.31% |
| Net Income CAGR | (1.33%) | +11.91% | +7.74% | +9.37% | +7.61% | +9.67% |
| EPS CAGR | +1.52% | +18.41% | +17.71% | +12.75% | +11.40% | +11.14% |
| Free Cash Flow CAGR | +188.99% | +55.06% | +31.54% | +14.25% | +22.39% | +10.73% |
| Operating Cash Flow CAGR | +188.99% | +55.06% | +31.54% | +14.25% | +22.28% | +10.73% |
| Dividends CAGR | +20.67% | +11.53% | +9.04% | +12.69% | +24.80% | +7.28% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
JPMorgan Chase & Co. (JPM)
| Year | Start Value | End Value | JPM Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 3068.04 | 3005.92 | (2.02%) | +8.38% | (10.40%) |
| 2025 | 2234.15 | 3068.04 | +37.32% | +17.72% | +19.60% |
| 2024 | 1548.60 | 2234.15 | +44.27% | +24.89% | +19.38% |
| 2023 | 1185.51 | 1548.60 | +30.63% | +26.19% | +4.44% |
| 2022 | 1356.59 | 1185.51 | (12.61%) | (18.17%) | +5.56% |
| 2021 | 1062.12 | 1356.59 | +27.73% | +28.74% | (1.01%) |
| 2020 | 1124.15 | 1062.12 | (5.52%) | +18.37% | (23.89%) |
| 2019 | 763.34 | 1124.15 | +47.27% | +31.22% | +16.05% |
| 2018 | 817.68 | 763.34 | (6.65%) | (4.56%) | (2.09%) |
| 2017 | 645.21 | 817.68 | +26.73% | +21.70% | +5.03% |
