Those who invested in JPMorgan Chase (NYSE:JPM) five years ago are up 111%

Simply Wall St.11-21 22:00

When you buy and hold a stock for the long term, you definitely want it to provide a positive return. But more than that, you probably want to see it rise more than the market average. Unfortunately ...

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But more than that, you probably want to see it rise more than the market average. Unfortunately ...</p>\n\n<a href=\"https://finance.yahoo.com/news/those-invested-jpmorgan-chase-nyse-140012846.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1244550494.USD","symbol_name":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","start_time":0,"source_url":"https://finance.yahoo.com/news/those-invested-jpmorgan-chase-nyse-140012846.html","article_id":"2485492558","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/D93sD4I.HCnjhHDLRpJ19A--~B/aD00MzI7dz0xMTk0O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/simply_wall_st__316/393a21695c25a8a00f631cfd22c3f87a"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2485492558","pubTimestamp":1732197612,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"When you buy and hold a stock for the long term, you definitely want it to provide a positive return. 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But more than that, you probably want to see it rise more than the market average. Unfortunately for shareholders, while the JPMorgan Chase & Co. (NYSE:JPM) share price is up 82% in the last five years, that's less than the market return. However, if you include the dividends then the return is market beating. On a brighter note, more newer shareholders are probably rather content with the 57% share price gain over twelve months. \n So let's assess the underlying fundamentals over the last 5 years and see if they've moved in lock-step with shareholder returns. \n Check out our latest analysis for JPMorgan Chase \n While markets are a powerful pricing mechanism, share prices reflect investor sentiment, not just underlying business performance. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. \n During five years of share price growth, JPMorgan Chase achieved compound earnings per share (EPS) growth of 13% per year. That makes the EPS growth particularly close to the yearly share price growth of 13%. Therefore one could conclude that sentiment towards the shares hasn't morphed very much. Rather, the share price has approximately tracked EPS growth. \n The image below shows how EPS has tracked over time (if you click on the image you can see greater detail). \n\n\n\n  NYSE:JPM Earnings Per Share Growth November 21st 2024\n \n\n This free interactive report on JPMorgan Chase's earnings, revenue and cash flow is a great place to start, if you want to investigate the stock further. \nWhat About Dividends?\n As well as measuring the share price return, investors should also consider the total shareholder return (TSR). Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. As it happens, JPMorgan Chase's TSR for the last 5 years was 111%, which exceeds the share price return mentioned earlier. And there's no prize for guessing that the dividend payments largely explain the divergence! \nA Different Perspective\n We're pleased to report that JPMorgan Chase shareholders have received a total shareholder return of 61% over one year. That's including the dividend. That's better than the annualised return of 16% over half a decade, implying that the company is doing better recently. Given the share price momentum remains strong, it might be worth taking a closer look at the stock, lest you miss an opportunity. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. Consider for instance, the ever-present spectre of investment risk.   We've identified 1 warning sign  with JPMorgan Chase , and understanding them should be part of your investment process. \n If you like to buy stocks alongside management, then you might just love this free list of companies. (Hint: many of them are unnoticed AND have attractive valuation). \nPlease note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.\nHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2485492558"}