JPM – Dividend Returns, History & Calculator

Dividend Contender 15 Years

JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking,

...

Company Info

Symbol JPM
Company JP Morgan Chase & Co.
Sector Financial Services
Industry Banks - Diversified
Website Visit
Market Cap $793,251.2M

Price Data

Price $293.98
Price Change +7.56
Price Change % +2.64%
Next Earnings Report Apr 14, 2026
Low (52W) $202.16
High (52W) $337.25

Dividend Data

Div Yield 2.04%
5Y Avg Yield 2.30%
Current Div $1.500
Payouts/Year 4
Annualized $6.000
Previous Div $1.500
Ex-date Apr 6, 2026
Dividend Pay Date Apr 30, 2026

Growth Rates

Chowder Number 12.0
DGR 1Y 20.8%
DGR 3Y 13.2%
DGR 5Y 10.0%
DGR 10Y 12.9%

Total Returns

TTR 1Y - With Specials 26.6%
TTR 3Y - With Specials 36.4%
TTR 1Y - No Specials 26.6%
TTR 3Y - No Specials 36.4%

Fair Value

Fair Value (P/E 10) $148.58
FV (P/E 10) % 98.0%
Fair Value (Peter Lynch) $500.75
FV (Peter Lynch) % -41.0%
Fair Value (Blended) $161.42
FV (Blended) % 82.0%

Financial Metrics

Revenue 1Y 2.8%
NPM 30.5%
CF/Share $-54.79
ROE 16.1%
Debt/Capital 56.0%
ROTC 7.3%
P/E 14.7x
P/BV 2.3x
PEG 2.03
📊 Financial data last updated: March 23, 2026 3:08 pm

Calculate your JPM Dividend Returns

Quickly and easily calculate JPM dividend yield using our JPM calculator. Adjust the fields below to see how your JPM investments snowball over time.

Show Idealized Scenario (Assumes all future extra investments and dividends are made on Day 1 and reinvested instantly — this creates a best-case scenario for compounding growth.)

Portfolio Growth Over Time

Data last updated: March 24, 2026 11:39 am

Year-by-Year Portfolio Growth (Realistic DRIP Scenario)

YearStart BalanceStart SharesShare PriceDividend / ShareDividend YieldYield on CostAnnual DividendTotal DividendsEnd SharesEnd Balance
1$10,00034$289.91$1.502.07%2.07%$224$22439$11,424
2$13,37539$339.43$1.702.00%2.34%$284$50944$14,860
3$17,39844$397.40$1.921.93%2.64%$353$86148$18,950
4$22,18748$465.27$2.171.86%2.99%$430$1,29251$23,817
5$27,88551$544.74$2.451.80%3.38%$519$1,81054$29,604
6$34,66054$637.77$2.771.74%3.82%$619$2,42957$36,479
7$42,70957$746.70$3.131.68%4.32%$733$3,16360$44,643
8$52,26860$874.24$3.541.62%4.88%$864$4,02662$54,332
9$63,61162$1,023.55$4.001.56%5.52%$1,012$5,03964$65,823
10$77,06664$1,198.37$4.521.51%6.24%$1,182$6,22066$79,447

JPM Dividend History

Ex-Date Payment Date Amount TTM Yield Forward Yield Price on Ex-Date
01/06/202601/06/2026$1.501.73%1.79%$334.61
10/06/202510/06/2025$1.501.80%1.94%$309.18
07/03/202507/03/2025$1.401.79%1.89%$296.00
04/04/202504/04/2025$1.402.40%2.66%$210.28
01/06/202501/06/2025$1.251.99%2.08%$240.85
10/04/202410/04/2024$1.252.18%2.37%$211.22
07/05/202407/05/2024$1.152.15%2.25%$204.79
04/04/202404/04/2024$1.152.17%2.35%$195.65
01/04/202401/04/2024$1.052.39%2.45%$171.41
10/05/202310/05/2023$1.052.83%2.94%$142.90
07/05/202307/05/2023$1.002.77%2.77%$144.64
04/05/202304/05/2023$1.003.13%3.13%$127.61
01/05/202301/05/2023$1.002.96%2.96%$135.35
10/05/202210/05/2022$1.003.62%3.62%$110.39
07/05/202207/05/2022$1.003.55%3.55%$112.62
04/05/202204/05/2022$1.002.92%3.00%$133.34
01/05/202201/05/2022$1.002.32%2.44%$163.78
10/05/202110/05/2021$1.002.19%2.37%$168.66
07/02/202107/02/2021$0.9002.31%2.31%$156.03
04/05/202104/05/2021$0.9002.34%2.34%$153.62
Page 1 of 1
Invest in JPM with Interactive Brokers

JPM 10-yr Total Return ($10,000 invested)

This analysis of JPM demonstrates the power of dividend reinvestment over a 10-year period with a $10,000 initial investment. The dividend reinvestment strategy delivered a 22.8% CAGR, representing exceptional long-term performance. The DRIP strategy provided 18% more total return compared to collecting dividends as cash, highlighting the compounding effect of reinvestment.

With DRIP No DRIP

Total Return with and without DRIP (JPM)

Over the selected period, investing $10,000 in JPM would grow to $99,711 with DRIP (897.1%), and $81,315 without DRIP (713.2%).

JPM Dividend Reinvestment Snowball

Investing $10,000 + $100/mo in JPM with historic price growth (17.08%) and dividend growth (13.05%) produces dramatically different outcomes depending on whether you reinvest dividends.

After 20 Years

Your Investment: $34,000

With DRIP

Portfolio: $517,316

Annual Dividend: $5,313

Yield on Cost: 15.63%

Total Dividends: $33,154

No DRIP

Portfolio: $433,623

Total Dividends: $27,650

After 30 Years

Your Investment: $46,000

With DRIP

Portfolio: $2,745,572

Annual Dividend: $19,862

Yield on Cost: 43.18%

Total Dividends: $137,147

No DRIP

Portfolio: $2,099,620

Total Dividends: $105,465

Milestones on the way

By year 13, the compounding really starts to show. Your total dividends collected reach $10,662 against a total investment of $25,600. At this point, your portfolio is throwing off $2,021 per year in dividends alone.

By year 17, the annual dividend climbs to around your initial contribution. For a starting investment of $10,000, the yearly dividend now sits at approximately $3,535, a powerful “income on autopilot” milestone.

After two decades, cumulative dividends total $33,154 versus $34,000 invested, nearly a 98% recovery of capital purely from income. Yield on cost reaches 15.63%.

At year 25, the income engine takes over. The portfolio’s annual dividend of $10,332 is greater than total contributions to date ($40,000), and cumulative dividends exceed $68,626.

By year 30, the DRIP snowball is in full force. Yearly income reaches $19,862, cumulative dividends total $137,147, and the DRIP portfolio value stands at $2,745,572, compared with $2,099,620 if dividends weren’t reinvested.

How we estimate these numbers

We use the latest calculator inputs for JPM, price $289.91, dividend per period $1.50 (4x/year), along with historic growth assumptions: price growth 17.08% and dividend growth 13.05% annually.

We simulate month by month for 30 years. Every month, a $100 contribution is added and converted to shares at that month’s price. Dividends are paid roughly evenly across the year based on the dividend frequency; in the DRIP path, each payout immediately buys additional shares at the then-current price. In the No-DRIP path, dividends accrue as cash. Prices grow using a monthly rate derived from the annual price growth. Dividends per share increase once per year at the annual dividend growth rate.

This model isn’t investment advice; it’s a simple, transparent framework that illustrates how reinvesting dividends can accelerate both income and total return over time.

Projected Future Returns & Dividends for JPM

Based on past 10-year performance, here are JPM growth metrics:

Share price CAGR of +9.89%
Dividend CAGR of +12.93%

Using JPM CAGR metrics, we can estimate that your initial $10,000 investment, over the next 10 years, should grow as follows:

JPM (DRIP)JPM (No DRIP)
Current Price$289.91$289.91
Start Shares34.4934.49
Start Value$10,000$10,000
After 10 years:
Final Share Count43.7734.49
Dividends Payment$20.23$20.23
Annual Dividends$862$698
Yield on cost8.62%6.98%
Share Price$744.59$744.59
Total Dividends$4,871$4,289
Final Value$32,593$29,973

Estimated Future Value + Dividends – JPM

Dividend History: Payments & Yield

Shows quarterly dividend payments with trailing yield and a 5-year rolling average overlay. Use the range pills to switch the visible period.

Yield Dividend

Dividend Growth

Lifetime quarterly dividend amounts, with range controls for 1Y/2Y/5Y/10Y. Useful to visualize the cadence and pace of dividend increases over time.

Dividend

Dividend Payments & Yield

Quarterly dividends with TTM yield and a 5‑year rolling average overlay. Helps compare current yield versus recent history across different ranges.

Dividend 5-yr Rolling AVG Yield

JPM Dividend History

Ex-Date Payment Date Amount TTM Yield Forward Yield Price on Ex-Date
01/06/202601/06/2026$1.501.73%1.79%$334.61
10/06/202510/06/2025$1.501.80%1.94%$309.18
07/03/202507/03/2025$1.401.79%1.89%$296.00
04/04/202504/04/2025$1.402.40%2.66%$210.28
01/06/202501/06/2025$1.251.99%2.08%$240.85
10/04/202410/04/2024$1.252.18%2.37%$211.22
07/05/202407/05/2024$1.152.15%2.25%$204.79
04/04/202404/04/2024$1.152.17%2.35%$195.65
01/04/202401/04/2024$1.052.39%2.45%$171.41
10/05/202310/05/2023$1.052.83%2.94%$142.90
07/05/202307/05/2023$1.002.77%2.77%$144.64
04/05/202304/05/2023$1.003.13%3.13%$127.61
01/05/202301/05/2023$1.002.96%2.96%$135.35
10/05/202210/05/2022$1.003.62%3.62%$110.39
07/05/202207/05/2022$1.003.55%3.55%$112.62
04/05/202204/05/2022$1.002.92%3.00%$133.34
01/05/202201/05/2022$1.002.32%2.44%$163.78
10/05/202110/05/2021$1.002.19%2.37%$168.66
07/02/202107/02/2021$0.9002.31%2.31%$156.03
04/05/202104/05/2021$0.9002.34%2.34%$153.62
01/05/202101/05/2021$0.9002.87%2.87%$125.65
10/05/202010/05/2020$0.9003.63%3.63%$99.04
07/02/202007/02/2020$0.9003.89%3.89%$92.66
04/03/202004/03/2020$0.9004.16%4.28%$84.05
01/03/202001/03/2020$0.9002.46%2.60%$138.34
10/03/201910/03/2019$0.9002.94%3.21%$112.19
07/03/201907/03/2019$0.8002.84%2.84%$112.82
04/04/201904/04/2019$0.8002.80%3.03%$105.56
01/03/201901/03/2019$0.8002.80%3.30%$97.11
10/04/201810/04/2018$0.8002.15%2.78%$115.27
07/05/201807/05/2018$0.5602.16%2.16%$103.72
04/05/201804/05/2018$0.5601.95%2.00%$111.88
01/04/201801/04/2018$0.5601.94%2.05%$109.04
10/05/201710/05/2017$0.5602.10%2.31%$97.09
07/03/201707/03/2017$0.5002.11%2.16%$92.75
04/04/201704/04/2017$0.5002.22%2.29%$87.31
01/04/201701/04/2017$0.4802.16%2.21%$86.91
10/04/201610/04/2016$0.4802.76%2.88%$66.60
07/01/201607/01/2016$0.4802.94%3.13%$61.26
04/04/201604/04/2016$0.4402.97%2.97%$59.20
01/04/201601/04/2016$0.4402.70%2.77%$63.62
10/02/201510/02/2015$0.4402.76%2.89%$60.81
07/01/201507/01/2015$0.4402.41%2.59%$68.07
04/01/201504/01/2015$0.4002.67%2.67%$59.95
01/02/201501/02/2015$0.4002.53%2.56%$62.49
10/02/201410/02/2014$0.4002.65%2.72%$58.84
07/01/201407/01/2014$0.4002.68%2.78%$57.57
04/02/201404/02/2014$0.3802.51%2.51%$60.48
01/02/201401/02/2014$0.3802.47%2.61%$58.21
10/02/201310/02/2013$0.3802.61%2.92%$52.09
07/02/201307/02/2013$0.3802.42%2.88%$52.80
04/03/201304/03/2013$0.3002.56%2.56%$46.85
01/02/201301/02/2013$0.3002.69%2.69%$44.66
10/03/201210/03/2012$0.3002.81%2.94%$40.86
07/03/201207/03/2012$0.3003.07%3.34%$35.88
04/03/201204/03/2012$0.3002.31%2.64%$45.42
01/04/201201/04/2012$0.2502.86%2.86%$34.95
10/04/201110/04/2011$0.2502.64%3.30%$30.26
07/01/201107/01/2011$0.2501.44%2.41%$41.58
04/04/201104/04/2011$0.2500.86%2.16%$46.34
01/04/201101/04/2011$0.0500.45%0.45%$44.16
10/04/201010/04/2010$0.0500.51%0.51%$38.95
07/01/201007/01/2010$0.0500.55%0.55%$36.08
04/01/201004/01/2010$0.0500.44%0.44%$45.18
01/04/201001/04/2010$0.0500.47%0.47%$42.85
10/02/200910/02/2009$0.0501.27%0.48%$41.86
07/01/200907/01/2009$0.0502.55%0.59%$33.77
04/02/200904/02/2009$0.0504.23%0.71%$28.16
01/02/200901/02/2009$0.3804.85%4.85%$31.35
10/02/200810/02/2008$0.3803.05%3.05%$49.85
07/01/200807/01/2008$0.3804.47%4.47%$34.02
04/02/200804/02/2008$0.3803.29%3.29%$46.24
01/02/200801/02/2008$0.3803.51%3.60%$42.17
10/03/200710/03/2007$0.3803.06%3.23%$47.00
07/03/200707/03/2007$0.3802.84%3.08%$49.34
04/03/200704/03/2007$0.3402.80%2.80%$48.56
01/03/200701/03/2007$0.3402.83%2.83%$48.07
10/04/200610/04/2006$0.3402.86%2.86%$47.49
07/03/200607/03/2006$0.3403.17%3.17%$42.87
04/04/200604/04/2006$0.3403.22%3.22%$42.27
01/04/200601/04/2006$0.3403.43%3.43%$39.62
10/04/200510/04/2005$0.3404.05%4.05%$33.60
07/01/200507/01/2005$0.3403.88%3.88%$35.06
04/04/200504/04/2005$0.3404.03%4.03%$33.77
01/04/200501/04/2005$0.3403.54%3.54%$38.41
10/04/200410/04/2004$0.3403.42%3.42%$39.76
07/01/200407/01/2004$0.3403.56%3.56%$38.17
04/02/200404/02/2004$0.3403.27%3.27%$41.53
01/02/200401/02/2004$0.3403.71%3.71%$36.62
10/02/200310/02/2003$0.3403.88%3.88%$35.02
07/01/200307/01/2003$0.3403.98%3.98%$34.21
04/02/200304/02/2003$0.3405.42%5.42%$25.11
01/02/200301/02/2003$0.3405.35%5.35%$25.44
10/02/200210/02/2002$0.3407.45%7.45%$18.25
07/02/200207/02/2002$0.3404.35%4.35%$31.23
04/03/200204/03/2002$0.3403.88%3.88%$35.01
01/02/200201/02/2002$0.3403.74%3.74%$36.35
10/03/200110/03/2001$0.3403.87%3.92%$34.67
07/03/200107/03/2001$0.3402.89%2.98%$45.65
04/04/200104/04/2001$0.3403.21%3.36%$40.49
01/03/200101/03/2001$0.3202.53%2.53%$50.63
10/04/200010/04/2000$0.3202.71%2.81%$45.56
07/03/200007/03/2000$0.3202.50%2.69%$47.56
04/04/200004/04/2000$0.3201.97%2.21%$57.83
01/04/200001/04/2000$0.2732.31%2.31%$47.25
Page 1 of 1

Dividend Payout Ratio

Tracks the percentage of earnings paid out as dividends each quarter. Lower and stable ratios often indicate safer, more sustainable payouts.

Payout Ratio

Dividend to Free Cash Flow Ratio

Shows dividends as a percentage of free cash flow. Consistently high values may signal limited reinvestment capacity or potential dividend risk.

Dividend/FCF Ratio

Share Price

Historical closing price with range controls. Table view includes quarter‑over‑quarter and year‑over‑year changes for additional context.

JPM Price

Price to Earnings

JPM trades at a 66.5x price-to-earnings ratio. This elevated valuation suggests investors expect strong future growth.

Price to Sales

JPM trades at a 18.4x price-to-sales ratio, providing insight into market valuation relative to revenue generation.

Revenue

JPM generated $45.8B in revenue. Revenue has grown by 42% over the period.

Net Income

JPM reported $12.7B in net income. Net income has grown by 41% over the period.

Revenue vs Net Income

JPM generated $45.8B in revenue with net income of $12.7B, representing a 27.7% net profit margin.

Gross Profit

JPM achieved $36.9B in gross profit, showing revenue after direct production costs.

Operating Income

JPM generated $16.0B in operating income, representing profit from core business operations.

EBITDA

JPM generated $18.4B in EBITDA, measuring operational profitability before interest, taxes, depreciation, and amortization.

Operating Cash Flow

JPM generated $14.6B in operating cash flow, demonstrating the company’s ability to convert earnings into cash.

Free Cash Flow

JPM generated $13.0B in free cash flow. Free cash flow has increased by 41% over the period.

Free Cash Flow / Share

JPM generates $4.82 in free cash flow per share. FCF per share has grown by 41% over the period.

Earnings Per Share (EPS)

JPM reported $4.70 in earnings per share. EPS has grown by 41% over the period.

Return on Equity (ROE)

JPM delivered a 23.1% return on equity, indicating how effectively the company generates returns for shareholders.

Return on Assets (ROA)

JPM achieved a 13.9% return on assets, measuring how efficiently the company uses its assets to generate profit.

Net Profit Margin

JPM maintains a 27.7% net profit margin, showing the percentage of revenue retained as profit after all expenses.

Gross Profit Margin

JPM operates with a 80.6% gross profit margin, reflecting pricing power and cost efficiency in core operations.

Cash & Debt

JPM holds $6.9B in cash against $2.3B in debt, resulting in a net cash position of $4.6B.

Shares Outstanding

JPM has 2.7B shares outstanding.

Stock-Based Comp

JPM reported $1.1B in stock-based compensation. Over the period, stock-based compensation has increased by 42%.

FCF vs Stock Based Comp

JPM generated $13.0B in free cash flow while spending $1.1B on stock-based compensation, representing 9% of FCF.

FCF vs FCF / Share

JPM reported $13.0B in free cash flow, translating to $4.82 per share.

Revenue: Actual + Estimates

This chart tracks JPM revenue: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

EPS: Actual + Estimates

This chart tracks JPM eps: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

Net Income: Actual + Estimates

This chart tracks JPM net income: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

EBITDA: Actual + Estimates

This chart tracks JPM ebitda: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

Disclaimer: The information on this page is for educational and entertainment purposes only and does not constitute financial advice. Do your own research and consult a qualified financial advisor before making investment decisions. Data sources include Yahoo Finance and other third-party providers and may contain errors or delays.

Download now

Get your dividend champions spreadsheet.