JPM monthly performance report
Check JPM's monthly returns, drawdown, and seasonality trends — updated every month.
JPM monthly report
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Key takeaways
- JPMorgan Chase (JPM) closed September 2026 at $349.67, down 1.78% for the month and +11.63% over the trailing 12 months.
- Year-to-date, JPM is +8.52%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +9.27% versus its 200-day moving average ($320.01), a bullish technical signal.
- Over the past three years, JPM has outperformed the S&P 500 by +62.79%, with a relative strength index reading of 136.6.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
JPMorgan Chase ended September 2026 at $349.67, posting a monthly return of −1.78%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −1.08%.
The current quarter stands at +6.82% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +9.27% versus the 200-day moving average ($320.01).
Year-to-date, JPM is +8.52% against SPY +11.70%, a gap of −3.18%. The stock is currently −4.59% below its 52-week high, with maximum 3-year drawdown at −24.89%.
| Period | JPM | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.10% | −0.12% | +0.22% |
| 1 Week | −1.84% | −0.34% | −1.50% |
| 1 Month | −1.78% | −0.70% | −1.08% |
| 3 Months | +5.60% | +2.80% | +2.80% |
| 6 Months | +23.37% | +13.85% | +9.52% |
| YTD | +8.52% | +11.70% | −3.18% |
| 12 Months | +11.63% | +15.01% | −3.38% |
| 3 Years | +134.49% | +71.69% | +62.79% |
| 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 | Aug 2023 | −7.36% |
| #2 | Mar 2025 | −7.31% |
| #3 | Sep 2024 | −6.20% |
| #4 | Jan 2026 | −5.07% |
| #5 | May 2026 | −4.44% |
| Quarter | Return |
|---|---|
| Q2 2025 | +18.19% |
| Q3 2025 | +8.80% |
| Q4 2025 | +2.15% |
| Q1 2026 | −8.71% |
| Q2 2026 | +11.28% |
| Q3 2026 (QTD) | +6.82% |
| Year | Return |
|---|---|
| 2023 | +26.85% |
| 2024 | +40.92% |
| 2025 | +34.42% |
| 2026 | +8.52% |
| Metric | Value |
|---|---|
| 52-Week High | $366.50 (2026-08-13) |
| 52-Week Low | $279.10 (2026-03-12) |
| Current Price | $349.67 |
| 200-Day Moving Average | $320.01 |
| Price vs 200DMA | +9.27% |
| 3-Year Maximum Drawdown | −24.89% (2025-04-04) |
| Current Drawdown from 52W High | −4.59% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 136.6 |
| 3-Year Excess Return vs S&P 500 | +62.79% |
| RS Peak | 144.5 (Jan 2026) |
| RS Trough | 97.7 (Nov 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was JPM's return for this report period?
JPM returned −1.78% in the latest monthly window ending 2026-09-18.
Has JPM outperformed SPY year to date?
YTD JPM: +8.52% vs SPY: +11.70%.
What is JPM's 12-month return?
+11.63% over the trailing 12 months.
Is JPM above or below its 200-day moving average?
Price is +9.27% versus 200DMA ($320.01).
What is the maximum drawdown in the 3-year window?
−24.89% on 2025-04-04.