HomeCompareJPM vs SPGI

JPM vs SPGI: Dividend Comparison 2026

JPM yields 2.04% · SPGI yields 0.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JPM wins by $41.4K in total portfolio value
10 years
JPM
JPM
● Live price
2.04%
Share price
$283.77
Annual div
$5.80
5Y div CAGR
44.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$77.6K
Annual income
$23,001.23
Full JPM calculator →
SPGI
SPGI
● Live price
0.92%
Share price
$417.59
Annual div
$3.85
5Y div CAGR
43.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.3K
Annual income
$5,331.63
Full SPGI calculator →

Portfolio growth — JPM vs SPGI

📍 JPM pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodJPMSPGI
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, JPM + SPGI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JPM pays
SPGI pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

JPM
Annual income on $10K today (after 15% tax)
$173.73/yr
After 10yr DRIP, annual income (after tax)
$19,551.05/yr
SPGI
Annual income on $10K today (after 15% tax)
$78.37/yr
After 10yr DRIP, annual income (after tax)
$4,531.89/yr
At 15% tax rate, JPM beats the other by $15,019.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JPM + SPGI for your $10,000?

JPM: 50%SPGI: 50%
100% SPGI50/50100% JPM
Portfolio after 10yr
$57.0K
Annual income
$14,166.44/yr
Blended yield
24.87%
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Analyst Conviction Gap

Where Wall Street is most bullish on JPM right now

JPM
Analyst Ratings
1
Strong
32
Buy
25
Hold
2
Sell
Consensus: Buy
Price Target
$336.10
+18.4% upside vs current
Range: $280.00 — $391.00
Altman Z
0.6
Piotroski
6/9
SPGI
Analyst Ratings
24
Buy
4
Hold
Consensus: Buy
Price Target
$547.30
+31.1% upside vs current
Range: $482.00 — $627.00
Altman Z
4.1
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JPM buys
14
SPGI buys
11
PoliticianChamberTickerTypeAmountDate
David Taylor🏢 House$JPM▲ Buy$1,001 - $15,0002026-01-29
Katie Britt🏛 Senate$JPM▼ Sell$1,001 - $15,0002026-01-28
Katie Britt🏛 Senate$JPM▼ Sell$1,001 - $15,0002026-01-28
Jonathan Jackson🏢 House$JPM▲ Buy$1,001 - $15,0002026-01-20
David Taylor🏢 House$JPM▲ Buy$1,001 - $15,0002026-01-16
Richard W. Allen🏢 House$SPGI▲ Buy$15,001 - $50,0002026-01-14
Jefferson Shreve🏢 House$JPM▲ Buy$10,000,001 - $25,000,0002025-12-30
Markwayne Mullin🏛 Senate$JPM▲ Buy$50,001 - $100,0002025-12-29
Markwayne Mullin🏛 Senate$JPM▲ Buy$50,001 - $100,0002025-12-29
Roger Williams🏢 House$JPM▲ Buy$1,001 - $15,0002025-12-22
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPMSPGI
Forward yield2.04%0.92%
Annual dividend / share$5.80$3.85
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR44.8%43.4%
Portfolio after 10y$77.6K$36.3K
Annual income after 10y$23,001.23$5,331.63
Total dividends collected$52.4K$14.6K
Payment frequencyquarterlyquarterly
SectorFinancialsFinancials
Analyst consensusBuyBuy
Analyst price target$336.10$547.30

Year-by-year: JPM vs SPGI ($10,000, DRIP)

YearJPM PortfolioJPM Income/yrSPGI PortfolioSPGI Income/yrGap
1← crossover$10,996$295.96$10,832$132.21+$164.00JPM
2$12,206$440.40$11,782$191.93+$424.00JPM
3$13,722$661.57$12,887$279.78+$835.00JPM
4$15,689$1,006.48$14,199$410.12+$1.5KJPM
5$18,345$1,557.28$15,799$605.60+$2.5KJPM
6$22,093$2,464.12$17,808$903.04+$4.3KJPM
7$27,655$4,015.97$20,418$1,364.14+$7.2KJPM
8$36,394$6,803.03$23,944$2,096.22+$12.4KJPM
9$51,057$12,115.49$28,914$3,294.40+$22.1KJPM
10$77,633$23,001.23$36,270$5,331.63+$41.4KJPM

JPM vs SPGI: Complete Analysis 2026

JPMFinancials

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, auto loan, and leasing services. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; payments and cross-border financing; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small business, large and midsized companies, local governments, and nonprofit clients; and commercial real estate banking services to investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, trusts and estates, loans, mortgages, deposits, and investment management products. The company also provides ATM, online and mobile, and telephone banking services. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

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SPGIFinancials

S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates in six divisions: S&P Global Ratings, S&P Dow Jones Indices, S&P Global Commodity Insights, S&P Global Market Intelligence, S&P Global Mobility, and S&P Global Engineering Solutions. The S&P Global Ratings division operates as an independent provider of credit ratings, research, and analytics, offering investors and other market participants information, ratings, and benchmarks. The S&P Dow Jones Indices division is an index provider that maintains various valuation and index benchmarks for investment advisors, wealth managers, and institutional investors. The S&P Global Commodity Insights division offers data and insights for global energy and commodity markets and enable its customers to make decisions. The S&P Global Market Intelligence division delivers data and technology solutions for customers to provide insights for making decisions. It offers data and services that bring end-to-end workflow solutions, including capital formation, data and distribution, ESG and sustainability, leveraged loans, private markets, sector coverage, supply chain, and issuer solutions, as well as credit, risk, and regulatory solutions. The S&P Global Mobility division provides insights derived from unmatched automotive data, enabling its customers to anticipate change and make decisions. The S&P Global Engineering Solutions division offers engineering expertise and solutions in industries, such as aerospace and defense, energy, architecture, construction, and transportation. Its solutions empower business and technical leaders to transform workflows and make decisions. S&P Global Inc. was founded in 1860 and is headquartered in New York, New York.

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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.