JPMorgan Chase & Co.(JPM)
Banks - Diversified · New York, NY
$353.51+0.00 (+0.00%)
Delayed quote: Sep 8, 2026, 4:00 PM EDT
Banks - Diversified · New York, NY
Delayed quote: Sep 8, 2026, 4:00 PM EDT
Over the latest trailing 12-month period, total return cagr is +20.30%. The comparable SPY value is +19.98%. Year-to-date total return is +12.87%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 37.55% over 3 years and 20.57% over 5 years; the trailing 12 months came in at +20.30%. 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.
JPMorgan Chase & Co. (JPM)
Total Return growth vs the same quarter one year earlier, last 40 quarters.
Quarter-end value of $100 invested at the start of the available history, with dividends reinvested; the newest quarter may be quarter-to-date.
| Year | Total return for the year |
|---|---|
| 2026 (YTD) | +12.87% |
| 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% |
| Quarter | QoQ | YoY |
|---|---|---|
| Q3 2026 (QTD) | +8.7% | +16.6% |
| Q2 2026 | +13.3% | +18.9% |
| Q1 2026 | -9.9% | +21.1% |
| Q4 2025 | +5.1% | +40.0% |
| Q3 2025 | +10.9% | +52.3% |
| Q2 2025 | +15.3% | +46.0% |
| Q1 2025 | +4.2% | +29.6% |
| Q4 2024 | +14.4% | +46.3% |
| Q3 2024 | +6.3% | +46.7% |
| Q2 2024 | +2.4% | +43.7% |
| Q1 2024 | +17.6% | +56.4% |
| Q4 2023 | +14.7% | +30.9% |
| Q3 2023 | +4.1% | +42.1% |
| Q2 2023 | +11.4% | +25.4% |
| Q1 2023 | -1.5% | -4.8% |
| Q4 2022 | +24.5% | -14.1% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier. The newest quarter is in progress (quarter-to-date).