Seasonal Evaluation for JPMorgan Chase & Co. (JPM)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 65.00% | 65.00% | 70.00% | 75.00% |
| Median Return | 2.58% | 1.58% | 4.53% | 9.51% |
| Average Return | 4.91% | 4.33% | 7.53% | 10.92% |
| Maximum Gain | 38.29% | 28.33% | 36.11% | 31.99% |
| Gain Year | 2012 | 2009 | 2008 | 2020 |
| Maximum Loss | -35.42% | -22.29% | -26.43% | -32.48% |
| Loss Year | 2020 | 2012 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 70.00% | 67.50% | 65.00% | 72.50% |
| Median Return | 3.85% | 4.15% | 2.25% | 5.26% |
| Average Return | 7.53% | 5.77% | 4.61% | 9.12% |
| Maximum Gain | 38.29% | 36.11% | 38.29% | 36.11% |
| Gain Year | 2012 | 2008 | 2012 | 2008 |
| Maximum Loss | -35.42% | -26.43% | -35.42% | -32.48% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||