Over the latest trailing 12-month period, total return cagr is +19.89%. The comparable SPY value is +17.49%. Year-to-date total return is +11.27%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 37.88% over 3 years and 20.57% over 5 years; the trailing 12 months came in at +19.89%. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
JPM Total Return CAGR Chart
JPMorgan Chase & Co. (JPM)
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JPM Quarterly Total Return (YoY)
Total Return growth vs the same calendar quarter one year earlier, last 40 comparable quarters.
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Total Return
JPM Growth of $100 (Dividends Reinvested)
$3193.20
Quarter-end value of $100 invested at the start of the available history, with dividends reinvested; the newest quarter may be quarter-to-date. Q3 2026 (2026-09-10): $3193.20.
FMP quote price / unrounded diluted EPS from four consecutive issuer fiscal quarters Quote observation: 2026-09-12T00:15:45.487Z. Historical observations retain their original dates. Historical series through 2026-09-10.
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JPM Total Return CAGR History
Year
Total return for the year
2026 (YTD)
+11.27%
2025
+37.32%
2024
+44.27%
2023
+30.63%
2022
-12.61%
2021
+27.73%
2020
-5.52%
2019
+47.27%
2018
-6.65%
2017
+26.73%
2016
+34.57%
2015
+8.37%
2014
+9.88%
2013
+36.71%
2012
+36.18%
2011
-19.97%
2010
+2.30%
2009
+34.36%
2008
-25.13%
2007
-6.90%
2006
+25.60%
2005
+5.74%
2004
+9.97%
2003
+60.29%
2002
-30.71%
2001
-17.42%
2000
-10.04%
1999
+11.66%
1998
+32.78%
1997
+25.55%
Quarterly Total Return: QoQ & YoY (dividends reinvested)
Unrounded diluted TTM EPS / FMP quote price × 100 Quote observation: 2026-09-12T00:15:45.487Z. Historical observations retain their original dates. Historical series through 2026-09-10.
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2024-12-24
+15.2%
+45.8%
Q3 2024
2024-09-24
+7.0%
+47.0%
Q2 2024
2024-06-24
+0.5%
+47.3%
Q1 2024
2024-03-21
+17.7%
+59.3%
Q4 2023
2023-12-29
+16.1%
+32.5%
Q3 2023
2023-09-28
+7.2%
+35.3%
Q2 2023
2023-06-28
+8.7%
+23.7%
Q1 2023
2023-03-27
-2.1%
-5.5%
Q4 2022
2022-12-21
+18.6%
-14.0%
Calendar returns: QoQ compares the prior calendar quarter; YoY compares the same calendar quarter a year earlier. The newest quarter is in progress (quarter-to-date).