Try your own numbers
it would be worth today
$15,047
+$14,047 profit15.0x13.3% a year
The same $1,000 in an S&P 500 index fund: $9,564
Its shares paid about $269.42 in dividends over the last 12 months.
Aftertax on the gain, you’d keep$12,940
US federal long-term rates: 15% for most people, 0% on lower incomes, 20% + 3.8% on high incomes. No state tax included; none inside a Roth IRA.
Growth Over Time
Performance Metrics
Total Invested
$1,000.00
Current Value
$15,047.15
Total Profit
$14,047.15
Multiplier
15.0x
CAGR
13.3%
Max Drawdown
-53.3%
Inflation-Adjusted
$9,014.44
Benchmark Comparison
How does $1,000.00 invested in 2005 compare across different asset classes?
| Asset | Value Today | Return |
|---|---|---|
| JPMorgan | $15,047.15 | 15.0x |
| S&P 500 | $9,563.82 | 9.56x |
| Gold | $9,657.93 | 9.66x |
| Savings (2% APY) | $1,538.15 | 1.54x |
Dividends
Over the last 12 months, the 44.90 shares you'd own now paid about $269.42 in dividends (about $22.45 a month). That's 27% of the $1,000 put in.
Price growth alone turned $1,000 into $8,478; reinvested dividends added the other $6,570, 47% of the gain.
Dividends from Yahoo Finance. Shares today assume every dividend was reinvested.
Back in 2005
- In October 2005, JPMorgan Chase's board named president James "Jamie" Dimon to succeed William Harrison as CEO at year-end, about six months earlier than planned. sec.gov
- In 2005, a gallon of gas averaged $2.27 and a movie ticket averaged $6.41. eia.govvariety.com
- During 2005 itself, JPMorgan rose 6.6%, #32 of the 60 investments we track. The best was Apple (+136%); the worst was Ford (−45%). Full 2005 results →
$1,000 in JPMorgan, year by year
Of the 60 investments we track that were available at the start of 2005, JPMorgan ranks #19 by growth to today — just behind Texas Instruments and ahead of Intuit. See the full 2005 ranking →
It was worth less than the $1,000 put in at the start of 2009, and has been above it since the start of 2010. Today's $15,047 is more than it was worth at any January since. It rose in 15 of the 21 full years since. It moved ahead of the same $1,000 in the S&P 500 at the start of 2016 and has stayed ahead since. Month by month, the deepest fall ran from Apr 2007 ($1,433) to Feb 2009 ($669.61), a drop of 53%. At its lowest month-end, in Feb 2009, it was worth $669.61.
| When | Worth | Change | S&P 500 |
|---|---|---|---|
| Start of 2005 | $1,000 | — | $1,000 |
| Start of 2006 | $1,066 | +6.6% | $1,049 |
| Start of 2007 | $1,326 | +24% | $1,215 |
| Start of 2008 | $1,201 | −9.4% | $1,282 |
| Start of 2009 | $929 | −23% | $807 |
| Start of 2010 | $1,276 | +37% | $1,021 |
| Start of 2011 | $1,303 | +2.1% | $1,175 |
| Start of 2012 | $1,069 | −18% | $1,200 |
| Start of 2013 | $1,414 | +32% | $1,392 |
| Start of 2014 | $1,895 | +34% | $1,842 |
| Start of 2015 | $2,088 | +10% | $2,095 |
| Start of 2016 | $2,185 | +4.6% | $2,124 |
| Start of 2017 | $3,063 | +40% | $2,378 |
| Start of 2018 | $3,877 | +27% | $2,897 |
| Start of 2019 | $3,648 | −5.9% | $2,770 |
| Start of 2020 | $5,345 | +47% | $3,642 |
| Start of 2021 | $4,942 | −7.6% | $4,312 |
| Start of 2022 | $6,508 | +32% | $5,550 |
| Start of 2023 | $5,610 | −14% | $4,544 |
| Start of 2024 | $7,357 | +31% | $5,739 |
| Start of 2025 | $10,506 | +43% | $7,175 |
| Start of 2026 | $14,410 | +37% | $8,458 |
| Today | $15,047 | +4.4% | $9,564 |
Values at the start of each year (first trading day for stocks). The S&P 500 column includes reinvested dividends, like the stock values.
Historical Context
At the start of 2005, JPMorgan was priced at $22.27 (adjusted for later splits and dividends). $1,000 would have bought about 44.90 shares. JPMorgan Chase is the largest bank in the United States by assets.
Measured from one January to the next, JPMorgan's best year since then was 2019 (+47%) and its worst was 2008 (−23%). Holding on wasn't easy: between the start of 2007 and the start of 2009, the position fell 30% from its high.
Frequently Asked Questions
A $1,000 investment in JPMorgan at the start of 2005 would be worth approximately $15,047.15 today — a 15.0x return ($14,047.15 profit) over 21.7 years.
Methodology & Sources
Price data: Historical prices are the closing price on the first trading day of each year, adjusted for splits and dividends (so returns assume dividends were reinvested), from Yahoo Finance and MacroTrends. Current prices come from Yahoo Finance and refresh hourly; if that source is unavailable, the last saved price is used.
Calculation: Assumes a single purchase at the start of 2005 (or the first trading day, for companies that listed that year), held until today. No transaction fees, taxes, or slippage are included.
Benchmarks: The S&P 500 comparison uses the S&P 500 Total Return index (dividends reinvested, like an index fund) at the start of2005 and today. Gold uses the price per troy ounce. Savings account assumes a 2% APY compounded annually.
Inflation adjustment: Uses U.S. CPI-U annual averages from the Bureau of Labor Statistics. The 2026 CPI value is estimated.
Educational purposes only. Past performance does not guarantee future results. Not financial advice.
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See how every stock and crypto ranked since 2005 →
$1,000 in JPMorgan, by year
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