JPMorgan Chase is one of the largest and most complex financial institutions in the United States, with more than $4.4 trillion in assets. It is organized into four major segments: consumer and community banking, corporate and investment banking, commercial banking, and asset and wealth management. JPMorgan operates and is subject to regulation in multiple countries.
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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.
All prices have been adjusted for splits and dividends.
JPMorgan Chase & Co. (JPM) has returned -8.65% so far this year and 43.17% over the past 12 months. Looking at the last ten years, JPM has achieved an annualized return of 17.36%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of JPMorgan Chase & Co. (JPM) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.15% | -1.37% | -0.22% | -0.27% | ||||||||
| 2025 | 10.95% | 1.08% | -7.08% | 0.82% | 8.71% | 10.22% | 1.84% | 3.79% | 5.05% | -0.91% | 0.67% | 2.96% |
| 2024 | 3.12% | 7.15% | 7.86% | -4.13% | 5.39% | -0.02% | 4.91% | 5.44% | -5.15% | 6.23% | 11.70% | -3.94% |
| 2023 | 3.49% | 3.72% | -8.30% | 6.41% | -4.60% | 6.53% | 8.05% | -7.05% | -0.73% | -3.98% | 12.09% | 9.16% |
| 2022 | -7.04% | -4.63% | -2.66% | -13.13% | 10.30% | -15.25% | 2.41% | -0.67% | -7.76% | 19.18% | 8.91% | -2.95% |
| 2021 | 0.92% | 13.73% | 1.81% | 1.26% | 6.06% | -6.23% | -2.87% | 5.21% | 2.17% | 3.59% | -7.68% | -1.65% |
| 2020 | -5.32% | -12.48% | -22.81% | 12.53% | 4.07% | -3.77% | 1.84% | 3.27% | -3.29% | 0.95% | 18.60% | 5.59% |
| 2019 | 7.87% | 0.35% | -3.68% | 13.61% | -8.43% | 5.67% | 2.45% | -4.74% | 7.99% | 5.51% | 4.41% | 5.36% |
| 2018 | 7.47% | -0.23% | -4.77% | -1.07% | -1.33% | -3.82% | 10.83% | -1.01% | -1.31% | -3.84% | 1.43% | -13.13% |
| 2017 | -3.10% | 5.94% | -5.33% | -1.13% | -5.96% | 10.84% | 0.26% | -1.73% | 4.67% | 5.05% | 3.38% | 1.94% |
| 2016 | 7.08% | 2.48% | -4.05% | 3.98% | 5.22% | -1.55% | 4.39% | 15.39% | 6.99% |
The charts below present risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of JPM compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current JPMorgan Chase & Co. volatility is 1.34%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 4.42T | 3.88T | 3.67T | 3.74T | 3.39T | 2.69T | 2.62T | 2.53T | 2.49T | 2.35T | 2.57T | 2.42T | 2.36T | 2.27T | 2.03T |
| Equity Attributable To Parent (USD) | 362.44B | 327.88B | 292.33B | 294.13B | 279.35B | 261.33B | 256.52B | 255.69B | 254.19B | 247.57B | 232.07B | 211.18B | 204.07B | 183.57B | 165.37B |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 362.44B | 327.88B | 292.33B | 294.13B | 279.35B | 261.33B | 256.52B | 255.69B | 254.19B | 247.57B | 232.07B | 211.18B | 204.07B | 183.57B | 165.37B |
| Long-term Debt (USD) | - | - | - | - | - | - | - | - | - | - | - | 267.89B | 249.02B | 256.78B | 266.32B |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 4.06T | 3.55T | 3.37T | 3.45T | 3.11T | 2.43T | 2.37T | 2.28T | 2.24T | 2.10T | 2.34T | 2.20T | 2.16T | 2.08T | 1.87T |
| Liabilities (USD) | 4.06T | 3.55T | 3.37T | 3.45T | 3.11T | 2.43T | 2.37T | 2.28T | 2.24T | 2.10T | 2.34T | 2.20T | 2.16T | 2.08T | 1.87T |
| Fixed Assets (USD) | - | - | 27.73B | 27.07B | 27.11B | 25.81B | 14.93B | 14.16B | 14.13B | 14.36B | 15.13B | 14.89B | 14.52B | 14.04B | 11.12B |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 4.42T | 3.88T | 3.67T | 3.74T | 3.39T | 2.69T | 2.62T | 2.53T | 2.49T | 2.35T | 2.57T | 2.42T | 2.36T | 2.27T | 2.03T |
| Assets (USD) | 4.42T | 3.88T | 3.67T | 3.74T | 3.39T | 2.69T | 2.62T | 2.53T | 2.49T | 2.35T | 2.57T | 2.42T | 2.36T | 2.27T | 2.03T |
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JPMorgan Chase CEO Jamie Dimon revealed the bank is considering offering prediction market services to customers, though it would exclude sports and politics due to strict insider trading rules. The prediction market sector faces increased regulatory scrutiny from the CFTC and legal challenges, with platforms like Kalshi facing lawsuits and criticism over insufficient safeguards.
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