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 Mon 2026-09-14 Overall
Return
Exponential
Trendline
JPMO
×
+44.38%
+12.99%/yr
+11.71%/yr
R2=0.808
YieldMax JPM Option Income Strategy ETF Exchange-Traded Fund
JPM
×
+134.18%
+32.72%/yr
+31.78%/yr
R2=0.919
JPMorgan Chase & Co NYSE Common Stock

Growth of $10,000 Summary

Tue 2023-09-12💬 to Mon 2026-09-14 Start
Value
End
Value
JPMO
×
$10,000.00
2023-09-12
$14,437.56
2026-09-14
JPM
×
$10,000.00
2023-09-12
$23,418.44
2026-09-14

This Year’s Performance

through 2026-09-14

  YTD YoY
JPMO
×
+3.94% +8.70%
JPM
×
+6.47% +12.41%

Drawdowns

  Current
Drawdown
Worst
Drawdown
JPMO
×
−3.51%
on 2026-09-14
from 2026-08-12 peak
−25.11%
on 2025-04-04
from 2025-02-18 peak
JPM
×
−4.43%
on 2026-09-14
from 2026-08-12 peak
−24.74%
on 2025-04-04
from 2025-02-18 peak

Rolling Returns

Period ending Mon 2026-09-14 1 yr 2 yr 3 yr 5 yr 10 yr
JPMO
×
+8.70% +34.34%
+15.90%/yr
+42.12%
+12.43%/yr
JPM
×
+12.41% +67.70%
+29.50%/yr
+129.66%
+31.93%/yr
+106.30%
+15.58%/yr
+392.99%
+17.30%/yr

Annual Returns

Year JPMO JPM
2026 (YTD) +3.94% +6.47%
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%