JPMorgan Chase (JPM): return calculator
JPMorgan Chase (JPM) shares, the largest bank in the United States — retail banking, asset management and investment banking.
Updated
- Type
- Stocks
- Market
- NYSE
- Currency
- USD
- Sector
- Financial Services
- Data range
- 2016-06 – 2026-06 · 10 years
- Source
- Marketstack
US$1,000 invested 10 years ago would be worth today
US$5,828
+482.8% total return
Try your own values in the calculators below.
Return calculator
Pick an amount and a period to see what an investment in JPMorgan Chase (JPM) would be worth today. By default we include reinvested dividends (total return).
Lump sum
What a one-off investment would be worth today.
Monthly investing (DCA)
What investing the same amount every month would be worth.
Estimate before taxes, fees and currency-conversion costs. Past performance does not guarantee future returns.
Investment growth
Performance
Data for the last 10 years · 2016-06 → 2026-06
Comparison with the market
US$1,000 invested vs S&P 500 ETF (SPY):
- JPMorgan Chase (JPM)
- US$5,828
- S&P 500 ETF (SPY)
- US$3,975
JPMorgan Chase (JPM) beat S&P 500 ETF (SPY) by US$1,853 (+47%) over this period.
Risk & drawdowns
The largest peak-to-trough drop in the window was -38.5%. An investor who bought near the prior peak would have seen the investment fall significantly before recovering.
Scenarios
Illustrative results based on the available data.
US$1,000 5 years ago
US$2,091
lump sum, +109.09090909090912% return
US$100/mo for 5 years
US$11,144
invested US$6,100
If it repeats +19.28%/yr for 10 years
US$5,830
projection from US$1,000 (hypothetical)
About JPMorgan Chase (JPM)
JPMorgan Chase is the largest bank in the United States by assets. It operates in retail and commercial banking (the Chase brand), investment banking, capital markets and asset and wealth management. Revenue depends on lending interest, fees and financial-market activity.
It trades on the New York Stock Exchange (NYSE) under JPM and is part of the S&P 500 index. As a bank it is sensitive to the economic cycle, interest rates and financial regulation, and it pays regular dividends.
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Frequently asked questions
How much did JPMorgan Chase (JPM) return over the last 10 years?
Do these calculations include dividends?
Do they include taxes or fees?
What currency are the values in?
Does past performance predict the future?
Sources & methodology
Prices: Marketstack. Monthly series, total return (dividends reinvested). Data through 2026-06.
Total return assumes dividends are reinvested; you can turn that off to see price-only appreciation. Values are estimates before taxes, fees and currency-conversion costs.
Page generated and reviewed by the Calculadora Capital editorial team. Last updated 2026-06.