JPMorgan Chase & Co. (JPM) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$22,770
Total Return
127.70%
CAGR
17.89%
Dividends
$1,617.05
Yield on Cost
16.17%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.50% |
| Median | +1.42% |
| Best | +30.37% |
| Worst | -18.11% |
| % of Windows Positive | 58.3% |
1-Year (252 Trading Days)
| Average | +23.05% |
| Median | +29.99% |
| Best | +74.72% |
| Worst | -37.26% |
| % of Windows Positive | 76.3% |
3-Year (756 Trading Days)
| Average | +103.00% |
| Median | +96.30% |
| Best | +214.69% |
| Worst | +26.48% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -39.14% |
| Average Drawdown | -9.98% |
| Drawdown Duration | 539 Trading Days |
| Sortino Ratio | 1.16 |
| Calmar Ratio | 0.46 |
| CVaR (5%) | -3.58% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -2.71% (-9.19% ann.) | $270.65 | $93.27 | $18.65 | $0.15 |
| 2025 | +36.74% | +$3673.52 | $233.16 | $46.63 | $0.37 |
| 2024 | +43.59% | +$4358.99 | $272.45 | $54.49 | $0.44 |
| 2023 | +29.86% | +$2985.83 | $304.75 | $60.95 | $0.49 |
| 2022 | -13.16% | $1316.13 | $254.74 | $50.95 | $0.41 |
| 2021 | +27.09% | +$2709.39 | $293.51 | $58.70 | $0.47 |
| 2020 | -6.20% | $619.59 | $260.87 | $52.17 | $0.42 |
| 2019 | +46.36% | +$4635.77 | $341.32 | $68.26 | $0.55 |
| 2018 | -7.07% | $706.58 | $233.48 | $46.70 | $0.37 |
| 2017 | +26.16% | +$2616.31 | $238.05 | $47.61 | $0.38 |
| 2016 | +33.78% | +$3377.67 | $281.16 | $56.23 | $0.45 |
| 2015 | +7.79% | +$778.65 | $270.62 | $54.12 | $0.43 |
| 2014 | +9.30% | +$929.80 | $268.88 | $53.78 | $0.43 |
| 2013 | +35.96% | +$3595.62 | $311.98 | $62.40 | $0.50 |
| 2012 | +35.38% | +$3537.86 | $348.98 | $69.80 | $0.56 |
| 2011 | -20.31% | $2030.79 | $189.54 | $37.91 | $0.30 |
| 2010 | +2.20% | +$220.22 | $48.06 | $9.61 | $0.08 |
| 2009 | +33.91% | +$3391.35 | $168.62 | $33.72 | $0.27 |
| 2008 | -25.67% | $2566.65 | $352.04 | $70.41 | $0.56 |
| 2007 | -7.45% | $745.34 | $300.80 | $60.16 | $0.48 |
| 2006 | +24.80% | +$2480.39 | $346.07 | $69.21 | $0.55 |
| 2005 | +4.93% | +$492.64 | $352.57 | $70.51 | $0.56 |
| 2004 | +9.20% | +$920.05 | $374.21 | $74.84 | $0.60 |
| 2003 | +58.81% | +$5880.90 | $575.45 | $115.09 | $0.92 |
| 2002 | -31.38% | $3137.80 | $378.52 | $75.70 | $0.61 |
| 2001 | -17.94% | $1793.84 | $297.50 | $59.50 | $0.48 |
| 2000 | -10.50% | $1049.96 | $239.87 | $47.98 | $0.38 |
| 1999 | +11.20% | +$1119.86 | $225.34 | $45.07 | $0.36 |
| 1998 | +32.16% | +$3215.86 | $255.56 | $51.11 | $0.41 |
| 1997 | +24.93% | +$2492.71 | $272.92 | $54.59 | $0.44 |
| 1996 | +55.29% | +$5528.92 | $310.08 | $62.02 | $0.50 |
| 1995 | +67.75% | +$6775.14 | $405.18 | $81.04 | $0.65 |
| 1994 | -7.30% | $730.38 | $414.27 | $82.85 | $0.66 |
| 1993 | +6.65% | +$665.19 | $358.23 | $71.65 | $0.57 |
| 1992 | +86.78% | +$8678.37 | $570.70 | $114.14 | $0.91 |
| 1991 | +105.58% | +$10558.33 | $991.21 | $198.24 | $1.58 |
| 1990 | -61.03% | $6102.63 | $786.08 | $157.22 | $1.26 |
| 1989 | +2.70% | +$269.52 | $899.02 | $179.81 | $1.44 |
| 1988 | +56.13% | +$5613.41 | $1311.62 | $262.32 | $2.10 |
| 1987 | -46.26% | $4626.50 | $655.79 | $131.16 | $1.05 |
| 1986 | -2.78% | $278.17 | $582.09 | $116.42 | $0.93 |
| 1985 | +38.11% | +$3810.59 | $732.63 | $146.52 | $1.17 |
| 1984 | +25.52% | +$2551.74 | $825.05 | $165.01 | $1.32 |
| 1983 | +8.64% | +$864.20 | $0.00 | $0.00 | $0.00 |
| 1982 | +11.47% | +$1146.79 | $0.00 | $0.00 | $0.00 |
| 1981 | +27.86% | +$2785.92 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +25.37% (+33.07% ann.) | +$2536.77 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +219.10% | +28.79% | +$21910.39 | $2246.64 | $449.33 | $3.59 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -68.66% | -36.29% | $6866.23 | $706.41 | $141.28 | $1.13 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +244.65% | +28.10% | +$24464.56 | $4655.54 | $931.11 | $7.45 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -64.78% | -52.23% | $6478.25 | $410.94 | $82.19 | $0.66 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +88.03% | +20.57% | +$8803.30 | $1044.68 | $208.94 | $1.67 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +350.22% | +22.00% | +$35022.37 | $4735.17 | $947.03 | $7.58 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -42.52% | -99.82% | $4251.95 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +19.20% | +32.65% | +$1919.56 | $307.86 | $61.57 | $0.49 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +40.66% | +38.22% | +$4066.34 | $319.04 | $63.81 | $0.51 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -16.24% | -17.15% | $1623.86 | $253.97 | $50.79 | $0.41 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +60.83% | +29.22% | +$6082.86 | $557.70 | $111.54 | $0.89 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +54.39% | +31.90% | +$5438.92 | $478.82 | $95.76 | $0.77 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1984-03-09 | $0.1967 | 1.85% |
| 1984-06-11 | $0.1967 | 2.27% |
| 1984-09-10 | $0.1967 | 2.12% |
| 1984-12-10 | $0.1967 | 1.76% |
| 1985-03-11 | $0.2067 | 1.59% |
| 1985-06-10 | $0.2067 | 1.50% |
| 1985-09-09 | $0.2067 | 1.56% |
| 1985-12-09 | $0.2067 | 1.42% |
| 1986-03-10 | $0.2167 | 1.31% |
| 1986-06-09 | $0.2167 | 1.24% |
| 1986-09-09 | $0.2167 | 1.41% |
| 1986-12-09 | $0.2167 | 1.40% |
| 1987-03-09 | $0.2267 | 1.44% |
| 1987-06-09 | $0.2267 | 1.51% |
| 1987-09-09 | $0.2267 | 1.74% |
| 1987-12-09 | $0.2267 | 2.80% |
| 1988-03-09 | $0.2267 | 2.69% |
| 1988-06-09 | $0.2267 | 2.16% |
| 1988-09-09 | $0.2267 | 2.09% |
| 1988-12-09 | $0.2267 | 2.05% |
| 1989-03-09 | $0.2267 | 2.18% |
| 1989-06-09 | $0.2267 | 1.84% |
| 1989-09-11 | $0.2267 | 1.81% |
| 1989-12-11 | $0.2267 | 2.09% |
| 1990-03-09 | $0.2267 | 2.47% |
| 1990-06-11 | $0.2267 | 2.40% |
| 1990-09-10 | $0.2267 | 2.97% |
| 1990-12-10 | $0.0833 | 1.89% |
| 1991-03-11 | $0.0833 | 1.41% |
| 1991-06-10 | $0.0833 | 1.03% |
| 1991-09-09 | $0.0833 | 0.94% |
| 1991-12-09 | $0.0833 | 1.24% |
| 1991-12-23 | $0.0163 | 0.24% |
| 1992-03-31 | $0.1000 | 0.90% |
| 1992-06-29 | $0.1000 | 0.81% |
| 1992-09-30 | $0.1000 | 0.93% |
| 1992-12-30 | $0.1000 | 0.77% |
| 1993-03-31 | $0.1100 | 0.81% |
| 1993-06-29 | $0.1100 | 0.79% |
| 1993-09-30 | $0.1100 | 0.74% |
| 1993-12-31 | $0.1267 | 0.94% |
| 1994-03-30 | $0.1267 | 1.04% |
| 1994-06-29 | $0.1267 | 0.97% |
| 1994-09-30 | $0.1467 | 1.24% |
| 1994-12-30 | $0.1467 | 1.21% |
| 1995-03-31 | $0.1467 | 1.14% |
| 1995-07-03 | $0.1667 | 1.06% |
| 1995-10-04 | $0.1667 | 0.82% |
| 1996-01-03 | $0.1667 | 0.85% |
| 1996-04-02 | $0.0623 | 0.26% |
| 1996-07-02 | $0.1867 | 0.78% |
| 1996-10-02 | $0.1867 | 0.69% |
| 1997-01-02 | $0.1867 | 0.63% |
| 1997-04-02 | $0.2067 | 0.65% |
| 1997-07-01 | $0.2067 | 0.64% |
| 1997-10-02 | $0.2067 | 0.52% |
| 1998-01-02 | $0.2067 | 0.57% |
| 1998-04-02 | $0.2400 | 0.53% |
| 1998-07-01 | $0.2400 | 0.48% |
| 1998-10-02 | $0.2400 | 0.88% |
| 1999-01-04 | $0.2400 | 0.51% |
| 1999-04-01 | $0.2733 | 0.50% |
| 1999-07-01 | $0.2733 | 0.47% |
| 1999-10-04 | $0.2733 | 0.55% |
| 2000-01-04 | $0.2733 | 0.56% |
| 2000-04-04 | $0.3200 | 0.52% |
| 2000-07-03 | $0.3200 | 0.69% |
| 2000-10-04 | $0.3200 | 0.68% |
| 2001-01-03 | $0.3200 | 0.73% |
| 2001-04-04 | $0.3400 | 0.82% |
| 2001-07-03 | $0.3400 | 0.74% |
| 2001-10-03 | $0.3400 | 0.97% |
| 2002-01-02 | $0.3400 | 0.94% |
| 2002-04-03 | $0.3400 | 0.96% |
| 2002-07-02 | $0.3400 | 1.08% |
| 2002-10-02 | $0.3400 | 1.72% |
| 2003-01-02 | $0.3400 | 1.42% |
| 2003-04-02 | $0.3400 | 1.40% |
| 2003-07-01 | $0.3400 | 0.99% |
| 2003-10-02 | $0.3400 | 0.96% |
| 2004-01-02 | $0.3400 | 0.93% |
| 2004-04-02 | $0.3400 | 0.80% |
| 2004-07-01 | $0.3400 | 0.88% |
| 2004-10-04 | $0.3400 | 0.84% |
| 2005-01-04 | $0.3400 | 0.87% |
| 2005-04-04 | $0.3400 | 0.99% |
| 2005-07-01 | $0.3400 | 0.96% |
| 2005-10-04 | $0.3400 | 1.00% |
| 2006-01-04 | $0.3400 | 0.85% |
| 2006-04-04 | $0.3400 | 0.81% |
| 2006-07-03 | $0.3400 | 0.81% |
| 2006-10-04 | $0.3400 | 0.71% |
| 2007-01-03 | $0.3400 | 0.70% |
| 2007-04-03 | $0.3400 | 0.70% |
| 2007-07-03 | $0.3800 | 0.77% |
| 2007-10-03 | $0.3800 | 0.81% |
| 2008-01-02 | $0.3800 | 0.87% |
| 2008-04-02 | $0.3800 | 0.81% |
| 2008-07-01 | $0.3800 | 1.11% |
| 2008-10-02 | $0.3800 | 0.77% |
| 2009-01-02 | $0.3800 | 1.21% |
| 2009-04-02 | $0.0500 | 0.18% |
| 2009-07-01 | $0.0500 | 0.15% |
| 2009-10-02 | $0.0500 | 0.12% |
| 2010-01-04 | $0.0500 | 0.12% |
| 2010-04-01 | $0.0500 | 0.11% |
| 2010-07-01 | $0.0500 | 0.14% |
| 2010-10-04 | $0.0500 | 0.13% |
| 2011-01-04 | $0.0500 | 0.11% |
| 2011-04-04 | $0.2500 | 0.54% |
| 2011-07-01 | $0.2500 | 0.61% |
| 2011-10-04 | $0.2500 | 0.87% |
| 2012-01-04 | $0.2500 | 0.71% |
| 2012-04-03 | $0.3000 | 0.65% |
| 2012-07-03 | $0.3000 | 0.83% |
| 2012-10-03 | $0.3000 | 0.73% |
| 2013-01-02 | $0.3000 | 0.68% |
| 2013-04-03 | $0.3000 | 0.62% |
| 2013-07-02 | $0.3800 | 0.72% |
| 2013-10-02 | $0.3800 | 0.73% |
| 2014-01-02 | $0.3800 | 0.65% |
| 2014-04-02 | $0.3800 | 0.63% |
| 2014-07-01 | $0.4000 | 0.69% |
| 2014-10-02 | $0.4000 | 0.67% |
| 2015-01-02 | $0.4000 | 0.64% |
| 2015-04-01 | $0.4000 | 0.66% |
| 2015-07-01 | $0.4400 | 0.65% |
| 2015-10-02 | $0.4400 | 0.72% |
| 2016-01-04 | $0.4400 | 0.67% |
| 2016-04-04 | $0.4400 | 0.73% |
| 2016-07-01 | $0.4800 | 0.77% |
| 2016-10-04 | $0.4800 | 0.72% |
| 2017-01-04 | $0.4800 | 0.55% |
| 2017-04-04 | $0.5000 | 0.57% |
| 2017-07-03 | $0.5000 | 0.55% |
| 2017-10-05 | $0.5600 | 0.58% |
| 2018-01-04 | $0.5600 | 0.52% |
| 2018-04-05 | $0.5600 | 0.50% |
| 2018-07-05 | $0.5600 | 0.54% |
| 2018-10-04 | $0.8000 | 0.70% |
| 2019-01-03 | $0.8000 | 0.81% |
| 2019-04-04 | $0.8000 | 0.76% |
| 2019-07-03 | $0.8000 | 0.70% |
| 2019-10-03 | $0.9000 | 0.79% |
| 2020-01-03 | $0.9000 | 0.64% |
| 2020-04-03 | $0.9000 | 1.03% |
| 2020-07-02 | $0.9000 | 0.97% |
| 2020-10-05 | $0.9000 | 0.92% |
| 2021-01-05 | $0.9000 | 0.72% |
| 2021-04-05 | $0.9000 | 0.59% |
| 2021-07-02 | $0.9000 | 0.57% |
| 2021-10-05 | $1.0000 | 0.60% |
| 2022-01-05 | $1.0000 | 0.60% |
| 2022-04-05 | $1.0000 | 0.74% |
| 2022-07-05 | $1.0000 | 0.88% |
| 2022-10-05 | $1.0000 | 0.89% |
| 2023-01-05 | $1.0000 | 0.73% |
| 2023-04-05 | $1.0000 | 0.78% |
| 2023-07-05 | $1.0000 | 0.68% |
| 2023-10-05 | $1.0500 | 0.73% |
| 2024-01-04 | $1.0500 | 0.61% |
| 2024-04-04 | $1.1500 | 0.58% |
| 2024-07-05 | $1.1500 | 0.55% |
| 2024-10-04 | $1.2500 | 0.61% |
| 2025-01-06 | $1.2500 | 0.51% |
| 2025-04-04 | $1.4000 | 0.61% |
| 2025-07-03 | $1.4000 | 0.48% |
| 2025-10-06 | $1.5000 | 0.48% |
| 2026-01-06 | $1.5000 | 0.45% |
| 2026-04-06 | $1.5000 | 0.51% |
| Total | 170 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-02 | $59.52 | $11.90 | $0.10 | 0.3046 |
| 2021-10-05 | $66.44 | $13.29 | $0.11 | 0.3145 |
| 2022-01-05 | $66.75 | $13.35 | $0.11 | 0.3254 |
| 2022-04-05 | $67.08 | $13.42 | $0.11 | 0.4016 |
| 2022-07-05 | $67.48 | $13.50 | $0.11 | 0.4784 |
| 2022-10-05 | $67.96 | $13.59 | $0.11 | 0.4915 |
| 2023-01-05 | $68.45 | $13.69 | $0.11 | 0.4038 |
| 2023-04-05 | $68.85 | $13.77 | $0.11 | 0.4308 |
| 2023-07-05 | $69.28 | $13.86 | $0.11 | 0.3824 |
| 2023-10-05 | $73.15 | $14.63 | $0.12 | 0.4087 |
| 2024-01-04 | $73.58 | $14.72 | $0.12 | 0.3427 |
| 2024-04-04 | $80.98 | $16.20 | $0.13 | 0.3305 |
| 2024-07-05 | $81.36 | $16.27 | $0.13 | 0.3172 |
| 2024-10-04 | $88.83 | $17.77 | $0.14 | 0.3358 |
| 2025-01-06 | $89.25 | $17.85 | $0.14 | 0.2959 |
| 2025-04-04 | $100.38 | $20.08 | $0.16 | 0.3811 |
| 2025-07-03 | $100.91 | $20.18 | $0.16 | 0.2722 |
| 2025-10-06 | $108.53 | $21.71 | $0.17 | 0.2802 |
| 2026-01-06 | $108.95 | $21.79 | $0.17 | 0.2600 |
| 2026-04-06 | $109.34 | $21.87 | $0.17 | 0.2955 |
| Total | $1617.05 | $323.41 | $2.59 | 7.0526 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.