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
1.397%
12M weight contribution
-0.011 pp
3M weight contribution
+0.308 pp
12M price return
+49.1%

Share of matched S&P 500 members

Monthly observations through Sep 2024

0.11.22.32018201920202021202220232024

Company price index

A separate dimension from market allocation

881582292018201920202021202220232024

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Sep 2024$599.9bn1.397%-0.011 pp+49.1%Yes
Aug 2024$639.6bn1.545%+0.190 pp+57.5%Yes
Jul 2024$611.1bn1.095%+0.089 pp+38.1%No
Jun 2024$580.8bn1.089%+0.106 pp+42.8%No
May 2024$581.9bn1.112%+0.133 pp+53.3%No
Apr 2024$552.3bn1.600%+0.225 pp+42.4%Yes
Mar 2024$576.9bn1.600%+0.291 pp+58.1%Yes
Feb 2024$535.9bn1.536%+0.052 pp+33.5%Yes
Jan 2024$504.1bn1.499%+0.094 pp+28.1%Yes
Dec 2023$491.8bn1.466%+0.047 pp+30.6%Yes
Nov 2023$451.2bn1.407%+0.031 pp+16.3%Yes
Oct 2023$404.1bn1.374%+0.064 pp+13.8%Yes
Sep 2023$421.4bn1.407%+0.203 pp+43.1%Yes
Aug 2023$425.2bn1.355%+0.162 pp+32.7%Yes
Jul 2023$461.6bn1.006%-0.158 pp+41.2%No
Jun 2023$425.0bn0.983%-0.303 pp+33.5%No
May 2023$396.6bn0.980%-0.419 pp+6.1%No
Apr 2023$406.9bn1.374%+0.100 pp+19.7%No
Mar 2023$383.5bn1.309%-0.046 pp-1.3%No
Feb 2023$421.9bn1.483%+0.031 pp+4.4%Yes
Jan 2023$410.5bn1.405%-0.072 pp-2.7%Yes
Dec 2022$393.3bn1.419%-0.080 pp-12.6%Yes
Nov 2022$405.3bn1.376%-0.210 pp-10.3%Yes
Oct 2022$369.2bn1.310%-0.386 pp-23.6%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.