JPM vs VALU
JPMorgan Chase & Co. compared with Value Line, Inc. on yield, payout growth, payment schedule, cost and risk.
Quick take
- VALU yields more today: 3.80% vs 1.70% (forward).
- JPM has grown its payout faster: 10.8%/yr vs 9.4%/yr over the last 5 years.
- Both pay every quarter.
- VALU has the longer streak of annual increases: 11 years vs 3.
- Over the last year JPM delivered the higher total return: +19.3% vs +0.7% (price change plus payouts).
Generated from the latest data on both pages. Not a recommendation.
Side by side
| Metric | JPM | VALU |
|---|---|---|
| Share price | $353.51 | $36.86 |
| TTM yield | 1.70% | 3.66% |
| Forward yield | 1.70% | 3.80% |
| Annual payout per share | $6.00 | $1.40 |
| Payment frequency | Quarterly | Quarterly |
| Next ex-date | Oct 5, 2026 (est.) | Oct 26, 2026 (est.) |
| Payout ratio (earnings) | 26% | 58% |
| 1-year payout growth | +13.2% | +8.0% |
| 5-year payout CAGR | +10.8% | +9.4% |
| Consecutive years of increases | 3 years | 11 years |
| Payout consistency (last 12) | 87/100 | 93/100 |
| 1-year total return | +19.3% | +0.7% |
| 1-year price return | +17.3% | -2.8% |
| Size (market cap / AUM) | 939.7B | 345.8M |
| Years paying | 42.5 | 39.8 |
| Payout risk (heuristic) | Low | Low |
| Sector / category | Financial Services | Financial Services |
✓ marks the more favourable figure where one exists (higher yield, growth, streak, consistency, return and size; lower cost, payout ratio and risk).
$10,000 invested today
| JPM | VALU | |
|---|---|---|
| Shares | 28.3 | 271.3 |
| Income per year | $170 | $380 |
| Income per month (avg) | $14 | $32 |
At forward yields, before taxes. Model JPM · Model VALU
Next payments
| Ex-date | Pay date | Per share | Status |
|---|---|---|---|
| JPM Oct 5, 2026 | Oct 19, 2026 | $1.50 | Est. |
| JPM Jan 4, 2027 | Jan 18, 2027 | $1.50 | Est. |
| JPM Apr 5, 2027 | Apr 19, 2027 | $1.50 | Est. |
| VALU Oct 26, 2026 | Nov 9, 2026 | $0.35 | Est. |
| VALU Jan 25, 2027 | Feb 8, 2027 | $0.35 | Est. |
| VALU Apr 26, 2027 | May 10, 2027 | $0.35 | Est. |
Annual payouts per share
JPMVALU
Regular payments only; the current year is year to date. Per-share amounts are not directly comparable when share prices differ, so read this chart for growth trends.
FAQ
Which has the higher dividend yield, JPM or VALU?
VALU currently has the higher trailing yield: JPM yields 1.70% and VALU yields 3.66%. Yield changes daily with price, so check the live figures above.
How often do JPM and VALU pay?
JPM pays every quarter and VALU pays every quarter. JPM's next ex-date is Oct 5, 2026 and VALU's is Oct 26, 2026.
Which has grown its dividend faster, JPM or VALU?
JPM has grown its payout faster: 10.8%/yr vs 9.4%/yr over the last 5 years.
Is JPM or VALU better for income?
It depends on what you are optimising for. JPM and VALU differ in yield, growth, payment schedule and risk profile; the table above puts every metric side by side so you can weigh them for your own goals. This page is data, not advice.