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
1.593%
12M weight contribution
-0.080 pp
3M weight contribution
-0.083 pp
12M price return
+16.8%

Share of matched S&P 500 members

Monthly observations through Jan 2026

0.11.22.3201820192020202120222023202420252026

Company price index

A separate dimension from market allocation

92214335201820192020202120222023202420252026

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Jan 2026$832.7bn1.593%-0.080 pp+16.8%No
Dec 2025$877.2bn1.718%+0.188 pp+37.3%Yes
Nov 2025$852.3bn1.674%+0.123 pp+28.0%No
Oct 2025$855.5bn1.676%+0.208 pp+43.2%No
Sep 2025$867.4bn1.736%+0.340 pp+53.0%Yes
Aug 2025$828.8bn1.718%+0.173 pp+37.1%Yes
Jul 2025$823.3bn1.736%+0.641 pp+42.3%Yes
Jun 2025$805.7bn1.737%+0.649 pp+46.7%Yes
May 2025$733.7bn1.662%+0.550 pp+33.3%Yes
Apr 2025$684.0bn1.642%+0.043 pp+30.5%Yes
Mar 2025$685.9bn1.628%+0.028 pp+25.3%Yes
Feb 2025$740.0bn1.655%+0.119 pp+45.5%Yes
Jan 2025$752.5bn1.673%+0.175 pp+56.8%Yes
Dec 2024$674.9bn1.530%+0.064 pp+44.3%Yes
Nov 2024$703.0bn1.551%+0.145 pp+63.8%Yes
Oct 2024$624.8bn1.468%+0.095 pp+63.4%Yes
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

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.