All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JPMO vs. JPM: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Tue 2023-09-12💬 to Fri 2026-08-21 Overall
Return
Exponential
Trendline
JPMO
×
+44.58%
+13.36%/yr
+11.55%/yr
R2=0.796
YieldMax JPM Option Income Strategy ETF Exchange-Traded Fund
JPM
×
+135.77%
+33.87%/yr
+32.03%/yr
R2=0.916
JPMorgan Chase & Co NYSE Common Stock

Growth of $10,000 Summary

Tue 2023-09-12💬 to Fri 2026-08-21 Start
Value
End
Value
JPMO
×
$10,000.00
2023-09-12
$14,457.99
2026-08-21
JPM
×
$10,000.00
2023-09-12
$23,577.08
2026-08-21

This Year’s Performance

through 2026-08-21

  YTD YoY
JPMO
×
+4.08% +12.64%
JPM
×
+8.63% +18.94%

Drawdowns

  Current
Drawdown
Worst
Drawdown
JPMO
×
−3.40%
on 2026-08-21
from 2026-08-12 peak
−25.12%
on 2025-04-04
from 2025-02-18 peak
JPM
×
−3.80%
on 2026-08-21
from 2026-08-12 peak
−24.74%
on 2025-04-04
from 2025-02-18 peak

Rolling Returns

Period ending Fri 2026-08-21 1 yr 2 yr 3 yr 5 yr 10 yr
JPMO
×
+12.64% +27.71%
+13.01%/yr
JPM
×
+18.94% +60.60%
+26.73%/yr
+130.26%
+32.05%/yr
+110.43%
+16.04%/yr
+399.66%
+17.45%/yr

Annual Returns

Year JPMO JPM
2026 (YTD) +4.08% +8.63%
2025 +19.10% +33.69%
2024 +10.78% +40.25%
2023 +5.28% +26.39%
2022 −17.95%
2021 +19.35%
2020 −6.80%
2019 +43.97%
2018 −8.37%
2017 +24.14%
2016 +31.81%
2015 +7.58%
2014 +9.06%
2013 +34.71%
2012 +33.86%
2011 −22.23%
2010 +0.80%
2009 +30.81%
2008 −25.21%
2007 −10.53%
2006 +22.55%
2005 +2.22%
2004 +6.49%
2003 +57.61%
2002 −32.38%
2001 −18.60%
2000 −13.03%
1999 +8.76%
1998 +30.81%
1997 +23.44%
1996 +54.34%
1995 +68.80%
1994 −8.93%
1993 +4.48%
1992 +82.81%
1991 +101.42%
1990 −62.58%
1989 −0.24%
1988 +52.12%
1987 −47.75%
1986 −2.80%
1985 +34.70%
1984 +22.67%
1983 +4.68%
1982 +7.36%
1981 +17.39%
1980 +15.56%