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
1.717%
12M weight contribution
+1.716 pp
3M weight contribution
+0.055 pp
12M price return
+74.9%

Share of matched S&P 500 members

Monthly observations through Sep 2021

0.11.22.32018201920202021

Company price index

A separate dimension from market allocation

851201542018201920202021

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Sep 2021$489.1bn1.717%+1.716 pp+74.9%Yes
Aug 2021$478.0bn1.598%+1.597 pp+64.2%Yes
Jul 2021$459.5bn1.575%+1.574 pp+61.5%Yes
Jun 2021$470.8bn1.662%+1.661 pp+70.7%Yes
May 2021$497.2bn1.781%+1.779 pp+74.3%Yes
Apr 2021$469.4bn1.701%+0.054 pp+65.8%Yes
Mar 2021$464.5bn0.908%+0.907 pp+75.4%No
Feb 2021$449.1bn0.898%+0.896 pp+31.5%No
Jan 2021$392.2bn0.939%-1.109 pp+0.8%Yes
Dec 2020$387.3bn1.568%-0.577 pp-5.5%Yes
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

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.