Bank Stocks: Dollar-cost Averaging for JP Morgan Chase (JPM)
Dollar-cost averaging calculator assumes a $1,000 initial investment and a recurring $100 monthly investment.
All values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Dollar-cost Average Calculator Monthly Investments 2015/05/29 - 2025/05/16 | |
|---|---|
| Stock | JPM |
| Initial Price | $49.9610 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 20.0156 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 127.957 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 147.972 |
| Final Price | $267.5600 |
| DCA Final Value of Total # Shares | $39,591.49 |
| DCA Percent Return | 204.55% |
| No DCA Total # Shares Bought | 20.0156 |
| No DCA Final Value | $5,355.38 |
| DCA Final Value - No DCA Final Value ($) | $34,236.11 |
| DCA Final Value - No DCA Final Value (%) | 639.28% |
| Stock Return Calculator | |
JPM Performance Table and Chart
JPM Dividend Chart
JPM Compare Returns with S&P 500
JPM Trendline Chart
JPM Moving Average Chart
JPM Stock Return Map - See Patterns of Gains and Losses
JPM Stock Returns/Purchase Dates