Jpmorgan Chase (JPM) Return on Invested Capital [ROIC] (2009 - 2026)
Jpmorgan Chase (JPM) recorded Return on Invested Capital [ROIC] of 15.80% in Q2 2026, down 0.53 percentage points from 16.33% a year earlier but up 0.16 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 16.13%, down 1.45 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a five-year change of +9.92 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at 17.58% in FY2024 (+1.11 pp), 16.46% in FY2023 (+7.25 pp), 9.21% in FY2022 (+0.79 pp) and 8.42% in FY2021 (+2.22 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from 7.17% in Q2 2022 to 17.11% 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 +0.04 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 7.23 percentage points in Q3 2023, against a drop of 1.53 percentage points in Q4 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at 15.64% (Q1 2026), 15.59% (Q4 2025) and 16.06% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 920.14 Bn | 897.90 Bn | - | 3.60% |
| 2 | Banco Santander Chile | 407.42 Bn | -7,109.68 Bn | - | - |
| 3 | Bank Of America | 353.20 Bn | -2,022.91 Bn | - | 12.95% |
| 4 | Hsbc Holdings | 307.88 Bn | -2,967.28 Bn | - | - |
| 5 | Morgan Stanley | 298.41 Bn | -244.41 Bn | - | 11.83% |
| 6 | Royal Bank Of Canada | 283.46 Bn | -546.54 Bn | - | 49.27% |
| 7 | Goldman Sachs | 264.45 Bn | -3,478.99 Bn | - | 6.60% |
| 8 | Mitsubishi Ufj Financial | 259.19 Bn | -159.36 Bn | 5.24 Bn | 7.33% |
| 9 | Wells Fargo & Company | 258.28 Bn | 93.72 Bn | - | 3.32% |
| 10 | American Express | 215.12 Bn | 14.60 Bn | - | 19.59% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 3.60% |
| Jun 30, 2026 | 3.65% |
| Mar 31, 2026 | 6.10% |
| Dec 31, 2025 | 6.27% |
| Sep 30, 2025 | 3.82% |
| Jun 30, 2025 | 3.93% |
| Mar 31, 2025 | 6.92% |
| Dec 31, 2024 | 7.04% |
| Sep 30, 2024 | 4.11% |
| Jun 30, 2024 | 4.14% |
| Mar 31, 2024 | 6.64% |
| Dec 31, 2023 | 6.51% |
| Sep 30, 2023 | 3.70% |
| Jun 30, 2023 | 3.29% |
| Mar 31, 2023 | 4.45% |
| Dec 31, 2022 | 3.43% |
| Sep 30, 2022 | 1.70% |
| Jun 30, 2022 | 1.57% |
| Mar 31, 2022 | 2.71% |
| Dec 31, 2021 | 3.16% |
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();