What If You Invested $1,000 in JPMorgan in 2007?

Worth Today

$11,343.94

+$10,343.94 profit11.3x

Invested

$1,000.00

CAGR

13.1%

Time Period

19.7 years

Return

+1,034%

A $1,000 investment in JPMorgan at the start of 2007 would be worth approximately $11,343.94 today — a 11.3x return representing a 13.1% compound annual growth rate (CAGR) over 19.7 years.

Try your own numbers

If I had putintoat the start of…

it would be worth today

$11,344

+$10,344 profit11.3x13.1% a year

The same $1,000 in an S&P 500 index fund: $7,873

Its shares paid about $203.11 in dividends over the last 12 months.

Aftertax on the gain, you’d keep$9,792

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

$11,343.94

Total Profit

$10,343.94

Multiplier

11.3x

CAGR

13.1%

Max Drawdown

-53.3%

Inflation-Adjusted

$7,213.49

Benchmark Comparison

How does $1,000.00 invested in 2007 compare across different asset classes?

AssetValue TodayReturn
JPMorgan$11,343.9411.3x
S&P 500$7,872.627.87x
Gold$6,574.656.57x
Savings (2% APY)$1,478.461.48x

Dividends

Over the last 12 months, the 33.85 shares you'd own now paid about $203.11 in dividends (about $16.93 a month). That's 20% of the $1,000 put in.

Price growth alone turned $1,000 into $6,905; reinvested dividends added the other $4,439, 43% of the gain.

Dividends from Yahoo Finance. Shares today assume every dividend was reinvested.

Back in 2007

  • In June 2007, JPMorgan Chase hired Gordon Smith, a 25-year American Express veteran, as chief executive of its Card Services business. sec.gov
  • In 2007, a gallon of gas averaged $2.80, a movie ticket averaged $6.88 and the first iPhone started at $499 with a two-year contract. eia.govapple.comvariety.com
  • During 2007 itself, JPMorgan fell 9.4%, #52 of the 64 investments we track. The best was Booking Holdings (+162%); the worst was AMD (−63%). Full 2007 results →

$1,000 in JPMorgan, year by year

Of the 64 investments we track that were available at the start of 2007, JPMorgan ranks #23 by growth to today — just behind Home Depot and ahead of Intuit. See the full 2007 ranking →

JPMorgan started 2007 at its highest start-of-year price up to then, after rising 24% in 2006. It was worth less than the $1,000 put in at 5 of the 19 Januaries since, and has been above it since the start of 2013. Today's $11,344 is more than it was worth at any January since. It rose in 13 of the 19 full years since. It moved ahead of the same $1,000 in the S&P 500 at the start of 2017 and has stayed ahead since. Month by month, the deepest fall ran from Apr 2007 ($1,080) to Feb 2009 ($504.81), a drop of 53%. At its lowest month-end, in Feb 2009, it was worth $504.81.

WhenWorthChangeS&P 500
Start of 2007$1,000—$1,000
Start of 2008$906−9.4%$1,055
Start of 2009$700−23%$665
Start of 2010$962+37%$841
Start of 2011$982+2.1%$967
Start of 2012$806−18%$988
Start of 2013$1,066+32%$1,146
Start of 2014$1,429+34%$1,517
Start of 2015$1,574+10%$1,724
Start of 2016$1,647+4.6%$1,748
Start of 2017$2,309+40%$1,957
Start of 2018$2,923+27%$2,384
Start of 2019$2,751−5.9%$2,280
Start of 2020$4,030+47%$2,998
Start of 2021$3,725−7.6%$3,549
Start of 2022$4,906+32%$4,568
Start of 2023$4,229−14%$3,741
Start of 2024$5,546+31%$4,724
Start of 2025$7,920+43%$5,906
Start of 2026$10,864+37%$6,962
Today$11,344+4.4%$7,873

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 2007, JPMorgan was priced at $29.54 (adjusted for later splits and dividends). $1,000 would have bought about 33.85 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 2007 would be worth approximately $11,343.94 today — a 11.3x return ($10,343.94 profit) over 19.7 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 2007 (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 of2007 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.

Other investments from 2007

See how every stock and crypto ranked since 2007 →

$1,000 in JPMorgan, by year

$1,000 in JPMorgan:1 year ago5 years ago10 years ago

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