Performance analysis of JPMorgan Chase (JPM)
Annual Return
Over the past 3 years, JPM has had an average annual return of +32.80%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, JPM has had an average annual return of +20.26%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, JPM has had an average annual return of +21.34%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, JPM has had an average annual return of +10.22%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.66% | +37.32% | +44.27% | +30.63% | -12.61% | +27.72% | -5.52% | +47.27% | -6.64% | +26.73% | +34.56% | +8.37% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +9.88% | +36.72% | +36.17% | -19.97% | +2.43% | +34.19% | -25.13% | -6.90% | +25.59% | +5.74% | +9.98% | +60.29% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -30.71% | -16.30% | -8.02% | -7.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.64% | -1.83% | -2.04% | +7.02% | -4.44% | +9.36% | +4% | +6.66% | |||||
| 2025 | +12.09% | -0.99% | -7.31% | +0.39% | +7.92% | +9.81% | +2.67% | +1.75% | +4.65% | -0.89% | +0.63% | +2.92% | +37.32% |
| 2024 | +3.13% | +6.71% | +7.65% | -3.71% | +5.68% | -0.18% | +5.80% | +5.64% | -6.20% | +5.87% | +12.53% | -4.01% | +44.27% |
| 2023 | +5.14% | +2.42% | -9.10% | +6.92% | -1.83% | +7.17% | +9.36% | -7.36% | -0.89% | -3.41% | +12.24% | +8.98% | +30.63% |
| 2022 | -5.58% | -4.58% | -3.86% | -11.78% | +10.78% | -14.84% | +3.35% | -1.41% | -8.12% | +21.55% | +9.77% | -2.95% | -12.61% |
| 2021 | +1.98% | +14.38% | +3.44% | +1.63% | +6.78% | -5.30% | -1.86% | +5.38% | +2.34% | +4.40% | -6.51% | -0.30% | +27.72% |
| 2020 | -4.43% | -12.28% | -22.46% | +7.50% | +1.62% | -3.34% | +3.74% | +3.67% | -3.91% | +2.76% | +20.24% | +7.80% | -5.52% |
| 2019 | +6.90% | +0.83% | -3.00% | +15.51% | -8.70% | +5.51% | +4.49% | -5.29% | +7.13% | +7% | +5.48% | +5.80% | +47.27% |
| 2018 | +8.72% | -0.15% | -4.79% | -0.59% | -1.63% | -2.63% | +10.91% | -0.32% | -1.52% | -2.71% | +1.99% | -12.20% | -6.64% |
| 2017 | -1.38% | +7.08% | -3.07% | -0.39% | -5.57% | +11.26% | +0.98% | -0.99% | +5.08% | +5.95% | +3.89% | +2.31% | +26.73% |
Drawdown analysis of JPMorgan Chase (JPM)
The maximum drawdown for the JPM was -73.07%, occurring on Oct 9, 2002. Recovery took 1077 trading sessions.
The current JPM drawdown is -2.30%.
Since Nov 1, 1999 JPM has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.07% | Mar 23, 2000 | 638 | Oct 9, 2002 | 1077 | Jan 22, 2007 | 1715 |
| -68.15% | May 9, 2007 | 461 | Mar 9, 2009 | 972 | Jan 16, 2013 | 1433 |
| -43.62% | Jan 2, 2020 | 55 | Mar 23, 2020 | 201 | Jan 7, 2021 | 256 |
| -38.75% | Oct 22, 2021 | 243 | Oct 11, 2022 | 296 | Dec 14, 2023 | 539 |
| -24.39% | Feb 18, 2025 | 33 | Apr 4, 2025 | 53 | Jun 23, 2025 | 86 |
| -23.20% | Jul 22, 2015 | 141 | Feb 11, 2016 | 164 | Oct 5, 2016 | 305 |
| -21.79% | Sep 20, 2018 | 65 | Dec 24, 2018 | 85 | Apr 29, 2019 | 150 |
| -18.59% | Nov 5, 1999 | 45 | Jan 11, 2000 | 45 | Mar 16, 2000 | 90 |
| -15.47% | Jan 6, 2026 | 56 | Mar 27, 2026 | 56 | Jun 17, 2026 | 112 |
| -13.34% | Dec 30, 2014 | 21 | Jan 30, 2015 | 50 | Apr 14, 2015 | 71 |
| -12.64% | Feb 26, 2018 | 85 | Jun 27, 2018 | 28 | Aug 7, 2018 | 113 |
| -12.16% | Mar 24, 2014 | 38 | May 16, 2014 | 85 | Sep 17, 2014 | 123 |
| -11.73% | Mar 1, 2017 | 63 | May 31, 2017 | 23 | Jul 3, 2017 | 86 |
| -11.20% | Jul 23, 2013 | 44 | Sep 24, 2013 | 42 | Nov 21, 2013 | 86 |
| -11.19% | Jun 4, 2021 | 30 | Jul 19, 2021 | 49 | Sep 27, 2021 | 79 |
| -10.30% | Jul 24, 2019 | 15 | Aug 14, 2019 | 18 | Sep 10, 2019 | 33 |
| -10.13% | Jul 17, 2024 | 13 | Aug 5, 2024 | 14 | Aug 23, 2024 | 27 |
| -10.02% | Sep 24, 2014 | 16 | Oct 16, 2014 | 15 | Nov 6, 2014 | 31 |
| -9.58% | Feb 21, 2007 | 14 | Mar 13, 2007 | 25 | Apr 18, 2007 | 39 |
| -9.57% | Mar 28, 2024 | 13 | Apr 17, 2024 | 19 | May 14, 2024 | 32 |
| -9.43% | Jan 14, 2021 | 8 | Jan 27, 2021 | 12 | Feb 12, 2021 | 20 |
| -9.11% | Aug 30, 2024 | 9 | Sep 13, 2024 | 23 | Oct 16, 2024 | 32 |
| -8.75% | Apr 29, 2019 | 23 | May 31, 2019 | 36 | Jul 23, 2019 | 59 |
| -8.71% | Jan 15, 2014 | 12 | Feb 3, 2014 | 32 | Mar 20, 2014 | 44 |
| -8.45% | May 30, 2013 | 17 | Jun 24, 2013 | 16 | Jul 17, 2013 | 33 |