Observatory · observe first

JPMorgan Chase

JPM · United States · Diversified Banks · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
1.526%
12M weight contribution
-0.556 pp
3M weight contribution
+1.525 pp
12M price return
-7.3%

Share of matched S&P 500 members

Monthly observations through Nov 2020

0.11.22.3201820192020

Company price index

A separate dimension from market allocation

84104125201820192020

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Nov 2020$359.3bn1.526%-0.556 pp-7.3%Yes
Oct 2020$298.8bn1.415%-0.667 pp-18.7%Yes
Sep 2020$293.4bn0.001%-1.997 pp-15.3%No
Aug 2020$305.3bn0.002%-1.909 pp-5.6%No
Jul 2020$294.5bn0.001%-2.001 pp-13.8%No
Jun 2020$286.6bn0.002%-1.954 pp-13.2%No
May 2020$296.5bn0.002%-2.000 pp-5.2%No
Apr 2020$294.4bn1.647%-0.470 pp-14.8%Yes
Mar 2020$276.8bn0.001%-1.903 pp-8.4%No
Feb 2020$356.9bn0.001%-1.979 pp+14.5%No
Jan 2020$415.1bn2.048%+0.913 pp+31.7%Yes
Dec 2019$437.2bn2.145%+0.984 pp+47.3%Yes
Nov 2019$413.3bn2.082%+0.854 pp+22.2%Yes
Oct 2019$399.4bn2.082%+0.853 pp+18.2%Yes
Sep 2019$376.3bn1.999%+0.790 pp+7.4%Yes
Aug 2019$351.3bn1.910%+0.667 pp-1.2%No
Jul 2019$376.3bn2.002%-0.280 pp+4.0%Yes
Jun 2019$362.7bn1.955%-0.197 pp+10.4%Yes
May 2019$343.7bn2.002%-0.209 pp+1.8%Yes
Apr 2019$380.0bn2.117%-0.177 pp+9.7%Yes
Mar 2019$331.5bn1.904%-0.411 pp-5.6%Yes
Feb 2019$341.7bn1.981%-0.395 pp-7.3%Yes
Jan 2019$344.2bn1.135%-1.154 pp-8.2%No
Dec 2018$324.6bn1.161%-1.129 pp-14.1%No

Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.