What was JPMorgan's compound annual growth rate (CAGR) since 2015?

JPMorgan's CAGR from 2015 to September 2026 was 18.3% per year. For comparison, the S&P 500 has historically averaged around 10% annually. JPMorgan significantly outperformed traditional equity markets on an annualized basis.

How does JPMorgan compare to the S&P 500 since 2015?

The same $1,000 invested in an S&P 500 index fund in 2015 would be worth approximately $4,565.82 today. JPMorgan outperformed the index by $2,639.09 — 1.58x the return of the S&P 500.

How much of the JPMorgan gain would you keep after taxes?

Sold today, the $6,204.90 gain would be a long-term capital gain for US federal tax. At the 15% rate most people pay, you'd keep about $6,274.17. At the top rate of 23.8% (20% plus the 3.8% net investment income tax) you'd keep about $5,728.14, and lower incomes pay 0%. State tax is extra, and gains inside a Roth IRA aren't taxed.

What is the inflation-adjusted return on $1,000 in JPMorgan since 2015?

Adjusted for cumulative US inflation since 2015, the real purchasing-power value of the JPMorgan position is approximately $5,237.92 in 2015 dollars. Even after inflation, this is an extraordinary real return — inflation only marginally reduces gains of this magnitude.

How did JPMorgan perform in 2015?

JPMorgan rose 4.6% during 2015, from $46.51 at the start of the year to $48.65 at the start of 2016.

What If You Invested $1,000 in JPMorgan in 2015?

Try your own numbers

If I had putintoat the start of…

it would be worth today

$7,205

+$6,205 profit7.20x18.3% a year

The same $1,000 in an S&P 500 index fund: $4,566

Its shares paid about $129.00 in dividends over the last 12 months.

Aftertax on the gain, you’d keep$6,274

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.

Compare with

Growth Over Time

Performance Metrics

Total Invested

$1,000.00

Current Value

$7,204.90

Total Profit

$6,204.90

Multiplier

7.20x

CAGR

18.3%

Max Drawdown

-37.1%

Inflation-Adjusted

$5,237.92

Benchmark Comparison

How does $1,000.00 invested in 2015 compare across different asset classes?

Asset	Value Today	Return
JPMorgan	$7,204.90	7.20x
S&P 500	$4,565.82	4.57x
Gold	$3,548.31	3.55x
Savings (2% APY)	$1,261.85	1.26x

Dividends

Over the last 12 months, the 21.50 shares you'd own now paid about $129.00 in dividends (about $10.75 a month). That's 13% of the $1,000 put in.

Price growth alone turned $1,000 into $5,311; reinvested dividends added the other $1,893, 31% of the gain.

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

Back in 2015

In June 2015, JPMorgan said it was phasing out voicemail for many employees to save money, noting that hardly anyone used it anymore. cnn.com
In 2015, a gallon of gas averaged $2.43, a movie ticket averaged $8.43 and the new iPhone 6s started at $649 without a contract. eia.gov fonearena.com thewrap.com
During 2015 itself, JPMorgan rose 4.6%, #34 of the 82 investments we track. The best was Netflix (+121%); the worst was Chipotle (−34%). Full 2015 results →

$1,000 in JPMorgan, year by year

Of the 82 investments we track that were available at the start of 2015, JPMorgan ranks #27 by growth to today — just behind Texas Instruments and ahead of Mastercard. See the full 2015 ranking →

JPMorgan started 2015 at its highest start-of-year price up to then, after rising 10% in 2014. It has been worth more than the $1,000 put in at every January since, and still is today. Today's $7,205 is more than it was worth at any January since. It rose in 8 of the 11 full years since. It has been ahead of the same $1,000 in the S&P 500 at every January since, and still is. Month by month, the deepest fall ran from Oct 2021 ($3,239) to Sep 2022 ($2,037), a drop of 37%. At its lowest month-end, in Feb 2016, it was worth $915.84.

When	Worth	Change	S&P 500
Start of 2015	$1,000	—	$1,000
Start of 2016	$1,046	+4.6%	$1,014
Start of 2017	$1,467	+40%	$1,135
Start of 2018	$1,856	+27%	$1,383
Start of 2019	$1,747	−5.9%	$1,322
Start of 2020	$2,559	+47%	$1,739
Start of 2021	$2,366	−7.6%	$2,058
Start of 2022	$3,116	+32%	$2,649
Start of 2023	$2,686	−14%	$2,170
Start of 2024	$3,523	+31%	$2,740
Start of 2025	$5,031	+43%	$3,425
Start of 2026	$6,900	+37%	$4,038
Today	$7,205	+4.4%	$4,566

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 2015, JPMorgan was priced at $46.51 (adjusted for later splits and dividends). $1,000 would have bought about 21.50 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 2022 (−14%).

Frequently Asked Questions

A $1,000 investment in JPMorgan at the start of 2015 would be worth approximately $7,204.90 today — a 7.20x return ($6,204.90 profit) over 11.7 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 2015 (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 of2015 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.