JPM monthly performance report
Monthly JPM research: returns, drawdown, relative strength, seasonality, and key stats.
JPM monthly report
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Key takeaways
- JPMorgan Chase (JPM) closed August 2026 at $359.24, up 2.12% for the month and +23.29% over the trailing 12 months.
- Year-to-date, JPM is +11.49%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +15.02% versus its 200-day moving average ($312.34), a bullish technical signal.
- Over the past three years, JPM has outperformed the S&P 500 by +57.97%, with a relative strength index reading of 134.2.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
JPMorgan Chase ended August 2026 at $359.24, posting a monthly return of +2.12%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −0.93%.
The current quarter stands at +8.42% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +15.02% versus the 200-day moving average ($312.34).
Year-to-date, JPM is +11.49% against SPY +12.89%, a gap of −1.40%. The stock is currently −1.04% below its 52-week high, with maximum 3-year drawdown at −24.89%.
| Period | JPM | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.48% | −0.20% | +0.68% |
| 1 Week | +0.54% | +3.90% | −3.36% |
| 1 Month | +2.12% | +3.05% | −0.93% |
| 3 Months | +14.69% | +7.11% | +7.57% |
| 6 Months |