JPM monthly performance report
Check JPM's monthly returns, drawdown, and seasonality trends — updated every month.
JPM monthly report
—
Key takeaways
- JPMorgan Chase (JPM) closed November 2026 at $346.19, up 2.71% for the month and +11.86% over the trailing 12 months.
- Year-to-date, JPM is +7.44%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +6.57% versus its 200-day moving average ($324.86), a bullish technical signal.
- Over the past three years, JPM has outperformed the S&P 500 by +66.10%, with a relative strength index reading of 138.6.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
JPMorgan Chase ended November 2026 at $346.19, posting a monthly return of +2.71%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +2.89%.
The current quarter stands at +4.64% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +6.57% versus the 200-day moving average ($324.86).
Year-to-date, JPM is +7.44% against SPY +10.62%, a gap of −3.19%. The stock is currently −5.54% below its 52-week high, with maximum 3-year drawdown at −24.89%.
| Period | JPM | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.98% | −0.36% | +1.35% |
| 1 Week | +3.50% | +2.59% | +0.90% |
| 1 Month | +2.71% | −0.18% | +2.89% |
| 3 Months | −4.09% | −2.37% | −1.72% |
| 6 Months | +15.43% | +0.83% | +14.60% |
| YTD | +7.44% | +10.62% | −3.19% |
| 12 Months | +11.86% | +12.25% | −0.39% |
| 3 Years | +137.47% | +71.37% | +66.10% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2024 | +12.53% |
| #2 | Nov 2023 | +12.24% |
| #3 | Jan 2025 | +11.51% |
| #4 | Jun 2025 | +9.81% |
| #5 | Jun 2026 | +9.36% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −7.31% |
| #2 | Sep 2026 | −7.08% |
| #3 | Sep 2024 | −6.20% |
| #4 | Jan 2026 | −5.07% |
| #5 | May 2026 | −4.44% |
| Quarter | Return |
|---|---|
| Q3 2025 | +8.80% |
| Q4 2025 | +2.15% |
| Q1 2026 | −8.71% |
| Q2 2026 | +11.28% |
| Q3 2026 | +1.07% |
| Q4 2026 (QTD) | +4.64% |
| Year | Return |
|---|---|
| 2023 | +26.85% |
| 2024 | +40.92% |
| 2025 | +34.42% |
| 2026 | +7.44% |
| Metric | Value |
|---|---|
| 52-Week High | $366.50 (2026-08-13) |
| 52-Week Low | $279.10 (2026-03-12) |
| Current Price | $346.19 |
| 200-Day Moving Average | $324.86 |
| Price vs 200DMA | +6.57% |
| 3-Year Maximum Drawdown | −24.89% (2025-04-04) |
| Current Drawdown from 52W High | −5.54% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 138.6 |
| 3-Year Excess Return vs S&P 500 | +66.10% |
| RS Peak | 146.7 (Jan 2026) |
| RS Trough | 99.9 (Nov 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was JPM's return for this report period?
JPM returned +2.71% in the latest monthly window ending 2026-11-13.
Has JPM outperformed SPY year to date?
YTD JPM: +7.44% vs SPY: +10.62%.
What is JPM's 12-month return?
+11.86% over the trailing 12 months.
Is JPM above or below its 200-day moving average?
Price is +6.57% versus 200DMA ($324.86).
What is the maximum drawdown in the 3-year window?
−24.89% on 2025-04-04.