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JPM: JPMorgan Chase & Co. (STOCK)
DisqusBasic Info 298.62 2.07(0.70%) July 25
See more info about JPM| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 07/03/2025 |
| 12-Mo. Yield | 2.52% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/17/1980 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) ? | 2.5 | 26.6 | 46.3 | 41.0 | 28.3 | 19.1 | 17.5 | 14.2 | 12.2 |
| Sharpe Ratio ? | NA | 1.75 | 1.54 | 1.56 | 1.03 | 0.64 | NA | NA | 0.26 |
| Draw Down(%) ? | NA | 24.4 | 24.4 | 24.4 | 38.8 | 43.6 | NA | NA | 81.7 |
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/17/1980 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) ? | 2.5 | 26.6 | 46.3 | 41.0 | 28.3 | 19.1 | 17.5 | 14.2 | 12.2 | 44.3 | 30.6 | -12.6 | 27.7 | -5.5 | 47.3 | -6.6 | 27.5 | 34.5 | 8.4 | 9.9 | 36.7 | 36.2 | -19.9 | 2.3 | 34.4 | -25.1 | -6.9 | 25.6 | 5.7 | 10.0 | 60.6 | -30.8 | -17.3 | 34.9 | 9.4 | 29.7 | 22.5 | 52.1 | 63.8 | -10.6 | 3.9 | 81.8 | 97.7 | -64.0 | -3.6 | 45.0 | -49.4 | -6.9 | 31.5 | 17.6 | 8.6 | 11.5 | 27.9 | 25.4 |
| Sharpe Ratio ? | NA | 1.75 | 1.54 | 1.56 | 1.03 | 0.64 | NA | NA | 0.26 | 1.74 | 1.31 | -0.47 | 1.3 | -0.11 | 2.45 | -0.36 | 1.67 | 1.4 | 0.37 | 0.55 | 1.92 | 1.27 | -0.49 | 0.07 | 0.43 | -0.31 | -0.38 | 1.31 | 0.26 | 0.52 | 1.97 | -0.56 | -0.47 | 0.5 | 0.15 | 0.57 | 0.65 | 1.94 | 2.34 | -0.59 | 0.06 | 2.35 | 2.07 | -1.55 | -0.37 | 1.31 | -1.12 | -0.43 | 1.15 | 0.33 | 0.08 | 0.12 | 0.74 | 0.99 |
| Draw Down(%) ? | NA | 24.4 | 24.4 | 24.4 | 38.8 | 43.6 | NA | NA | 81.7 | 10.1 | 13.5 | 37.9 | 11.2 | 43.6 | 10.3 | 21.8 | 11.2 | 19.1 | 14.6 | 12.2 | 11.2 | 32.6 | 39.7 | 25.4 | 49.3 | 54.4 | 22.7 | 14.4 | 12.1 | 17.5 | 25.8 | 59.0 | 44.1 | 35.8 | 25.2 | 47.7 | 22.1 | 12.5 | 12.3 | 17.8 | 21.7 | 22.2 | 35.3 | 67.6 | 29.8 | 16.2 | 58.1 | 23.5 | 24.3 | 29.8 | 28.8 | 26.3 | 23.6 | 13.9 |
| Standard Deviation(%) ? | NA | 28.3 | 28.0 | 24.1 | 25.5 | 27.7 | NA | NA | 35.7 | 23.3 | 20.7 | 29.8 | 21.3 | 54.2 | 18.7 | 22.2 | 16.2 | 24.6 | 22.3 | 17.9 | 19.1 | 28.7 | 40.5 | 30.7 | 79.6 | 83.9 | 26.7 | 17.1 | 13.5 | 17.1 | 30.3 | 57.0 | 43.1 | 61.3 | 39.6 | 46.0 | 28.8 | 24.7 | 25.5 | 23.3 | 28.0 | 33.4 | 45.1 | 44.6 | 25.9 | 30.6 | 47.6 | 25.8 | 22.7 | 31.6 | 27.4 | 30.6 | 23.4 | 25.0 |
| Treynor Ratio ? | NA | 0.49 | 0.43 | 0.42 | 0.29 | 0.16 | NA | NA | 0.07 | 0.51 | 0.31 | -0.16 | 0.33 | -0.04 | 0.43 | -0.08 | 0.18 | 0.24 | 0.07 | 0.09 | 0.3 | 0.24 | -0.13 | 0.02 | 0.14 | -0.17 | -0.07 | 0.18 | 0.04 | 0.08 | 0.39 | -0.19 | -0.13 | 0.26 | 0.04 | 0.16 | 0.18 | 0.34 | 0.45 | -0.12 | 0.01 | 0.54 | 0.68 | -0.51 | -0.08 | 0.38 | -0.53 | -0.12 | 0.37 | 0.08 | 0.03 | 0.05 | 0.29 | 0.47 |
| Alpha | NA | 0.11 | 0.09 | 0.08 | 0.05 | 0.02 | NA | NA | 0.01 | 0.08 | 0.03 | 0.02 | 0.02 | -0.08 | 0.04 | 0.0 | -0.01 | 0.06 | 0.03 | -0.02 | -0.01 | 0.05 | -0.08 | -0.05 | -0.01 | 0.25 | -0.05 | 0.02 | 0.01 | 0.0 | 0.05 | 0.07 | 0.03 | 0.23 | -0.04 | -0.02 | -0.03 | 0.06 | 0.04 | -0.04 | -0.03 | 0.21 | 0.16 | -0.35 | -0.11 | 0.1 | -0.26 | -0.05 | 0.05 | 0.07 | -0.01 | 0.0 | 0.11 | 0.03 |
| Beta | NA | 1.0 | 1.01 | 0.9 | 0.89 | 1.09 | NA | NA | 1.29 | 0.8 | 0.87 | 0.88 | 0.83 | 1.28 | 1.06 | 1.0 | 1.48 | 1.44 | 1.22 | 1.14 | 1.24 | 1.49 | 1.49 | 1.34 | 2.39 | 1.51 | 1.37 | 1.27 | 0.92 | 1.09 | 1.52 | 1.71 | 1.5 | 1.19 | 1.39 | 1.61 | 1.06 | 1.41 | 1.33 | 1.16 | 1.71 | 1.46 | 1.36 | 1.36 | 1.13 | 1.04 | 1.01 | 0.95 | 0.7 | 1.35 | 0.8 | 0.72 | 0.6 | 0.53 |
| RSquared ? | NA | 0.67 | 0.5 | 0.41 | 0.36 | 0.53 | NA | NA | 0.42 | 0.19 | 0.31 | 0.51 | 0.26 | 0.66 | 0.5 | 0.59 | 0.37 | 0.59 | 0.72 | 0.53 | 0.51 | 0.44 | 0.73 | 0.62 | 0.64 | 0.54 | 0.67 | 0.56 | 0.49 | 0.5 | 0.72 | 0.61 | 0.55 | 0.15 | 0.4 | 0.51 | 0.45 | 0.45 | 0.16 | 0.24 | 0.29 | 0.19 | 0.19 | 0.24 | 0.33 | 0.33 | 0.54 | 0.37 | 0.13 | 0.3 | 0.16 | 0.18 | 0.14 | 0.12 |
| Yield(%) | N/A | 1.7 | 2.5 | 4.0 | 4.4 | 5.1 | 6.7 | 6.5 | N/A | 2.7 | 3.0 | 2.5 | 2.9 | 2.6 | 3.3 | 2.3 | 2.9 | 2.9 | 2.7 | 2.7 | 3.0 | 3.3 | 1.8 | 0.5 | 1.7 | 3.6 | 3.0 | 3.4 | 3.5 | 3.7 | 5.3 | 3.7 | 3.0 | 2.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -12.0 | 20.5 | 22.3 | 60.2 | 200.9 | 213.2 | 500.8 | N/A | 13.6 | 1.2 | 8.1 | 2.8 | 9.1 | 33.1 | -2.4 | 38.0 | 9.5 | 7.7 | 14.7 | 18.3 | 43.7 | 300.0 | -62.3 | -65.1 | 5.6 | 5.9 | 0.0 | 0.0 | 0.0 | 0.0 | 1.5 | 8.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/17/1980 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) ? | 2.5 | 26.6 | 46.3 | 41.0 | 28.3 | 19.1 | 17.5 | 14.2 | 12.2 | 44.3 | 30.6 | -12.6 | 27.7 | -5.5 | 47.3 | -6.6 | 27.5 | 34.5 | 8.4 | 9.9 | 36.7 | 36.2 | -19.9 | 2.3 | 34.4 | -25.1 | -6.9 | 25.6 | 5.7 | 10.0 | 60.6 | -30.8 | -17.3 | 34.9 | 9.4 | 29.7 | 22.5 | 52.1 | 63.8 | -10.6 | 3.9 | 81.8 | 97.7 | -64.0 | -3.6 | 45.0 | -49.4 | -6.9 | 31.5 | 17.6 | 8.6 | 11.5 | 27.9 | 25.4 |
| Sharpe Ratio ? | NA | 1.75 | 1.54 | 1.56 | 1.03 | 0.64 | NA | NA | 0.26 | 1.74 | 1.31 | -0.47 | 1.3 | -0.11 | 2.45 | -0.36 | 1.67 | 1.4 | 0.37 | 0.55 | 1.92 | 1.27 | -0.49 | 0.07 | 0.43 | -0.31 | -0.38 | 1.31 | 0.26 | 0.52 | 1.97 | -0.56 | -0.47 | 0.5 | 0.15 | 0.57 | 0.65 | 1.94 | 2.34 | -0.59 | 0.06 | 2.35 | 2.07 | -1.55 | -0.37 | 1.31 | -1.12 | -0.43 | 1.15 | 0.33 | 0.08 | 0.12 | 0.74 | 0.99 |
| Draw Down(%) ? | NA | 24.4 | 24.4 | 24.4 | 38.8 | 43.6 | NA | NA | 81.7 | 10.1 | 13.5 | 37.9 | 11.2 | 43.6 | 10.3 | 21.8 | 11.2 | 19.1 | 14.6 | 12.2 | 11.2 | 32.6 | 39.7 | 25.4 | 49.3 | 54.4 | 22.7 | 14.4 | 12.1 | 17.5 | 25.8 | 59.0 | 44.1 | 35.8 | 25.2 | 47.7 | 22.1 | 12.5 | 12.3 | 17.8 | 21.7 | 22.2 | 35.3 | 67.6 | 29.8 | 16.2 | 58.1 | 23.5 | 24.3 | 29.8 | 28.8 | 26.3 | 23.6 | 13.9 |
| Standard Deviation(%) ? | NA | 28.3 | 28.0 | 24.1 | 25.5 | 27.7 | NA | NA | 35.7 | 23.3 | 20.7 | 29.8 | 21.3 | 54.2 | 18.7 | 22.2 | 16.2 | 24.6 | 22.3 | 17.9 | 19.1 | 28.7 | 40.5 | 30.7 | 79.6 | 83.9 | 26.7 | 17.1 | 13.5 | 17.1 | 30.3 | 57.0 | 43.1 | 61.3 | 39.6 | 46.0 | 28.8 | 24.7 | 25.5 | 23.3 | 28.0 | 33.4 | 45.1 | 44.6 | 25.9 | 30.6 | 47.6 | 25.8 | 22.7 | 31.6 | 27.4 | 30.6 | 23.4 | 25.0 |
| Treynor Ratio ? | NA | 0.49 | 0.43 | 0.42 | 0.29 | 0.16 | NA | NA | 0.07 | 0.51 | 0.31 | -0.16 | 0.33 | -0.04 | 0.43 | -0.08 | 0.18 | 0.24 | 0.07 | 0.09 | 0.3 | 0.24 | -0.13 | 0.02 | 0.14 | -0.17 | -0.07 | 0.18 | 0.04 | 0.08 | 0.39 | -0.19 | -0.13 | 0.26 | 0.04 | 0.16 | 0.18 | 0.34 | 0.45 | -0.12 | 0.01 | 0.54 | 0.68 | -0.51 | -0.08 | 0.38 | -0.53 | -0.12 | 0.37 | 0.08 | 0.03 | 0.05 | 0.29 | 0.47 |
| Alpha | NA | 0.11 | 0.09 | 0.08 | 0.05 | 0.02 | NA | NA | 0.01 | 0.08 | 0.03 | 0.02 | 0.02 | -0.08 | 0.04 | 0.0 | -0.01 | 0.06 | 0.03 | -0.02 | -0.01 | 0.05 | -0.08 | -0.05 | -0.01 | 0.25 | -0.05 | 0.02 | 0.01 | 0.0 | 0.05 | 0.07 | 0.03 | 0.23 | -0.04 | -0.02 | -0.03 | 0.06 | 0.04 | -0.04 | -0.03 | 0.21 | 0.16 | -0.35 | -0.11 | 0.1 | -0.26 | -0.05 | 0.05 | 0.07 | -0.01 | 0.0 | 0.11 | 0.03 |
| Beta | NA | 1.0 | 1.01 | 0.9 | 0.89 | 1.09 | NA | NA | 1.29 | 0.8 | 0.87 | 0.88 | 0.83 | 1.28 | 1.06 | 1.0 | 1.48 | 1.44 | 1.22 | 1.14 | 1.24 | 1.49 | 1.49 | 1.34 | 2.39 | 1.51 | 1.37 | 1.27 | 0.92 | 1.09 | 1.52 | 1.71 | 1.5 | 1.19 | 1.39 | 1.61 | 1.06 | 1.41 | 1.33 | 1.16 | 1.71 | 1.46 | 1.36 | 1.36 | 1.13 | 1.04 | 1.01 | 0.95 | 0.7 | 1.35 | 0.8 | 0.72 | 0.6 | 0.53 |
| RSquared ? | NA | 0.67 | 0.5 | 0.41 | 0.36 | 0.53 | NA | NA | 0.42 | 0.19 | 0.31 | 0.51 | 0.26 | 0.66 | 0.5 | 0.59 | 0.37 | 0.59 | 0.72 | 0.53 | 0.51 | 0.44 | 0.73 | 0.62 | 0.64 | 0.54 | 0.67 | 0.56 | 0.49 | 0.5 | 0.72 | 0.61 | 0.55 | 0.15 | 0.4 | 0.51 | 0.45 | 0.45 | 0.16 | 0.24 | 0.29 | 0.19 | 0.19 | 0.24 | 0.33 | 0.33 | 0.54 | 0.37 | 0.13 | 0.3 | 0.16 | 0.18 | 0.14 | 0.12 |
| Yield(%) | N/A | 1.7 | 2.5 | 4.0 | 4.4 | 5.1 | 6.7 | 6.5 | N/A | 2.7 | 3.0 | 2.5 | 2.9 | 2.6 | 3.3 | 2.3 | 2.9 | 2.9 | 2.7 | 2.7 | 3.0 | 3.3 | 1.8 | 0.5 | 1.7 | 3.6 | 3.0 | 3.4 | 3.5 | 3.7 | 5.3 | 3.7 | 3.0 | 2.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -12.0 | 20.5 | 22.3 | 60.2 | 200.9 | 213.2 | 500.8 | N/A | 13.6 | 1.2 | 8.1 | 2.8 | 9.1 | 33.1 | -2.4 | 38.0 | 9.5 | 7.7 | 14.7 | 18.3 | 43.7 | 300.0 | -62.3 | -65.1 | 5.6 | 5.9 | 0.0 | 0.0 | 0.0 | 0.0 | 1.5 | 8.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980
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