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

1.419%

12M weight contribution

-0.080 pp

3M weight contribution

+0.215 pp

12M price return

-12.6%

Share of matched S&P 500 members

Monthly observations through Dec 2022

Company price index

A separate dimension from market allocation

Historical observations

Most recent 24 observations at or before the selected month

Month	Market cap	Universe weight	12M weight change	12M return	Above 6M weight average
Dec 2022	$393.3bn	1.419%	-0.080 pp	-12.6%	Yes
Nov 2022	$405.3bn	1.376%	-0.210 pp	-10.3%	Yes
Oct 2022	$369.2bn	1.310%	-0.386 pp	-23.6%	Yes
Sep 2022	$306.5bn	1.204%	-0.513 pp	-34.3%	No
Aug 2022	$333.5bn	1.194%	-0.405 pp	-26.9%	No
Jul 2022	$338.8bn	1.164%	-0.411 pp	-21.8%	No
Jun 2022	$330.7bn	1.286%	-0.376 pp	-25.8%	No
May 2022	$388.4bn	1.399%	-0.382 pp	-17.4%	No
Apr 2022	$352.4bn	1.274%	-0.427 pp	-20.4%	No
Mar 2022	$402.5bn	1.355%	+0.446 pp	-8.3%	No
Feb 2022	$418.7bn	1.452%	+0.555 pp	-1.3%	No
Jan 2022	$439.2bn	1.477%	+0.538 pp	+18.2%	No
Dec 2021	$468.0bn	1.499%	-0.069 pp	+27.7%	No
Nov 2021	$469.4bn	1.586%	+0.060 pp	+38.1%	No
Oct 2021	$507.7bn	1.696%	+0.281 pp	+77.6%	Yes
Sep 2021	$489.1bn	1.717%	+1.716 pp	+74.9%	Yes
Aug 2021	$478.0bn	1.598%	+1.597 pp	+64.2%	Yes
Jul 2021	$459.5bn	1.575%	+1.574 pp	+61.5%	Yes
Jun 2021	$470.8bn	1.662%	+1.661 pp	+70.7%	Yes
May 2021	$497.2bn	1.781%	+1.779 pp	+74.3%	Yes
Apr 2021	$469.4bn	1.701%	+0.054 pp	+65.8%	Yes
Mar 2021	$464.5bn	0.908%	+0.907 pp	+75.4%	No
Feb 2021	$449.1bn	0.898%	+0.896 pp	+31.5%	No
Jan 2021	$392.2bn	0.939%	-1.109 pp	+0.8%	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.