Jpmorgan Chase (JPM) Return on Invested Capital [ROIC] (2009 - 2026)
Jpmorgan Chase (JPM) recorded Return on Invested Capital [ROIC] of 32.13% in Q2 2026, down 0.30 percentage points from 32.43% a year earlier but up 0.41 percentage points from the prior quarter.
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Analysis
Jpmorgan Chase (JPM) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Jpmorgan Chase reported Return on Invested Capital [ROIC] of 32.49%, down 3.19 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a five-year change of +20.61 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at 35.68% in FY2024 (+3.25 pp), 32.43% in FY2023 (+15.19 pp), 17.24% in FY2022 (+1.52 pp) and 15.72% in FY2021 (+3.84 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from 13.23% in Q2 2022 to 34.60% in Q4 2024 over the past five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has declined for five consecutive quarters, with an average year-over-year change of -0.01 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 15.87 percentage points in Q3 2023, against a drop of 3.33 percentage points in Q4 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at 31.73% (Q1 2026), 31.28% (Q4 2025) and 32.02% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 881.30 Bn | 881.30 Bn | - | 15.80% |
| 2 | Bank Of America | 354.90 Bn | -2,021.17 Bn | - | 13.07% |
| 3 | Hsbc Holdings | 311.39 Bn | -1,517.77 Bn | - | - |
| 4 | Morgan Stanley | 282.15 Bn | -226.95 Bn | - | 12.02% |
| 5 | Royal Bank Of Canada | 281.68 Bn | -548.32 Bn | - | 49.26% |
| 6 | Goldman Sachs | 255.22 Bn | -3,301.89 Bn | - | 14.05% |
| 7 | Mitsubishi Ufj Financial | 249.82 Bn | -82.42 Bn | 10.89 Bn | 3.63% |
| 8 | Wells Fargo & Company | 249.49 Bn | 251.62 Bn | - | 14.79% |
| 9 | Toronto Dominion Bank | 210.53 Bn | -465.35 Bn | - | - |
| 10 | American Express | 210.06 Bn | 9.55 Bn | - | 19.59% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 15.80% |
| Mar 31, 2026 | 15.64% |
| Dec 31, 2025 | 15.59% |
| Sep 30, 2025 | 16.06% |
| Jun 30, 2025 | 16.33% |
| Mar 31, 2025 | 17.07% |
| Dec 31, 2024 | 17.11% |
| Sep 30, 2024 | 16.62% |
| Jun 30, 2024 | 16.51% |
| Mar 31, 2024 | 15.79% |
| Dec 31, 2023 | 15.43% |
| Sep 30, 2023 | 15.02% |
| Jun 30, 2023 | 13.89% |
| Mar 31, 2023 | 11.77% |
| Dec 31, 2022 | 9.39% |
| Sep 30, 2022 | 7.80% |
| Jun 30, 2022 | 7.17% |
| Mar 31, 2022 | 7.32% |
| Dec 31, 2021 | 8.21% |
| Sep 30, 2021 | 8.53% |
API Access
Jpmorgan Chase Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=JPM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "JPM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=JPM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();