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 2026-07-31 Overall
Return
Exponential
Trendline
JPMO
×
+45.30%
+13.84%/yr
+11.29%/yr
R2=0.783
YieldMax JPM Option Income Strategy ETF Exchange-Traded Fund
JPM
×
+135.62%
+34.62%/yr
+32.14%/yr
R2=0.912
JPMorgan Chase & Co NYSE Common Stock

Growth of $10,000 Summary

Tue 2023-09-12💬 to Fri 2026-07-31 Start
Value
End
Value
JPMO
×
$10,000.00
2023-09-12
$14,529.75
2026-07-31
JPM
×
$10,000.00
2023-09-12
$23,561.65
2026-07-31

This Year’s Performance

through 2026-07-31

  YTD YoY
JPMO
×
+4.60% +12.06%
JPM
×
+7.35% +16.72%

Drawdowns

  Current
Drawdown
Worst
Drawdown
JPMO
×
−1.06%
on 2026-07-31
from 2026-07-28 peak
−25.12%
on 2025-04-04
from 2025-02-18 peak
JPM
×
−1.57%
on 2026-07-31
from 2026-07-28 peak
−24.74%
on 2025-04-04
from 2025-02-18 peak

Rolling Returns

Period ending Fri 2026-07-31 1 yr 2 yr 3 yr 5 yr 10 yr
JPMO
×
+12.06% +27.28%
+12.82%/yr
JPM
×
+16.72% +61.76%
+27.19%/yr
+117.12%
+29.49%/yr
+114.05%
+16.44%/yr
+413.85%
+17.78%/yr

Annual Returns

Year JPMO JPM
2026 (YTD) +4.60% +7.35%
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%