Performance analysis of JPMorgan Chase (AMJB)
Annual Return
Since Jan 26, 2024, AMJB has had an average annual return of +13.25%, underperforming the benchmark SPY, which returned +19.88% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.20% | +1.36% | +10.85% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.72% | +6.18% | +0.12% | +4.54% | -1.36% | -3.26% | +5.11% | +21.20% | |||||
| 2025 | +8.78% | +2.78% | -1.55% | -8.34% | -0.61% | +2.27% | +2.84% | -1.45% | -3.75% | -0.51% | +5.76% | -3.70% | +1.36% |
| 2024 | -0.43% | +2.68% | +4.70% | -1.50% | -1.24% | +4.40% | -0.06% | -1.22% | -0.38% | -1.23% | +12.53% | -6.71% | +10.85% |
Drawdown analysis of JPMorgan Chase (AMJB)
The maximum drawdown for the AMJB was -17.71%, occurring on Apr 8, 2025. Recovery took 211 trading sessions.
The current AMJB drawdown is -3.25%.
Since Jan 26, 2024 AMJB has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.71% | Feb 20, 2025 | 33 | Apr 8, 2025 | 211 | Feb 10, 2026 | 244 |
| -11.79% | May 19, 2026 | 19 | Jun 17, 2026 | Ongoing | Ongoing | Ongoing |
| -9.17% | Nov 29, 2024 | 13 | Dec 18, 2024 | 18 | Jan 16, 2025 | 31 |
| -8.43% | Jul 22, 2024 | 16 | Aug 13, 2024 | 68 | Nov 18, 2024 | 84 |
| -7.97% | Mar 26, 2026 | 15 | Apr 17, 2026 | 9 | Apr 30, 2026 | 24 |
| -6.46% | Apr 3, 2024 | 9 | Apr 16, 2024 | 53 | Jul 2, 2024 | 62 |
| -3.30% | Feb 5, 2025 | 5 | Feb 12, 2025 | 3 | Feb 18, 2025 | 8 |
| -3.26% | Jan 21, 2025 | 4 | Jan 27, 2025 | 6 | Feb 4, 2025 | 10 |
| -3.01% | Apr 30, 2026 | 4 | May 6, 2026 | 6 | May 14, 2026 | 10 |
| -2.98% | Feb 23, 2024 | 3 | Feb 28, 2024 | 5 | Mar 6, 2024 | 8 |
| -2.38% | Jan 30, 2024 | 5 | Feb 6, 2024 | 7 | Feb 15, 2024 | 12 |
| -2.08% | Mar 6, 2024 | 6 | Mar 14, 2024 | 4 | Mar 20, 2024 | 10 |
| -1.70% | Feb 20, 2026 | 3 | Feb 25, 2026 | 3 | Mar 2, 2026 | 6 |
| -1.53% | Mar 2, 2026 | 8 | Mar 12, 2026 | 5 | Mar 19, 2026 | 13 |
| -1.31% | Jul 3, 2024 | 1 | Jul 5, 2024 | 6 | Jul 15, 2024 | 7 |
| -1.20% | Mar 21, 2024 | 3 | Mar 26, 2024 | 2 | Mar 28, 2024 | 5 |
| -0.73% | Feb 18, 2026 | 1 | Feb 19, 2026 | 1 | Feb 20, 2026 | 2 |
| -0.61% | Feb 13, 2026 | 1 | Feb 17, 2026 | 1 | Feb 18, 2026 | 2 |
| -0.58% | Mar 24, 2026 | 1 | Mar 25, 2026 | 1 | Mar 26, 2026 | 2 |
| -0.54% | Jul 18, 2024 | 1 | Jul 19, 2024 | 1 | Jul 22, 2024 | 2 |
| -0.44% | Feb 11, 2026 | 1 | Feb 12, 2026 | 1 | Feb 13, 2026 | 2 |
| -0.35% | Nov 22, 2024 | 1 | Nov 25, 2024 | 2 | Nov 27, 2024 | 3 |
| -0.14% | Feb 18, 2025 | 1 | Feb 19, 2025 | 1 | Feb 20, 2025 | 2 |
| -0.08% | Mar 19, 2026 | 1 | Mar 20, 2026 | 1 | Mar 23, 2026 | 2 |