JPMorgan Chase & Co.
JPM · Financials · 
United States
JPMorgan Chase & Co. (JPM) is a US company in the Financials sector. The stock has its largest weight in XUFI (MSCI USA Financials), at 11.60%. Anyone who holds an ETF containing JPMorgan Chase & also has an indirect stake in the company.
Data and Charts: JPMorgan Chase &
Key Data for JPMorgan Chase &
JPMorgan Chase & Stock Price Chart
The JPMorgan Chase & chart shows daily closing prices and is set to the current year by default. The stock is up 4.6% year to date and up 8.9% over twelve months. The last recorded close on October 30, 2026, was $337.04, at 66% of the 52-week range.
Price series from our database since Jul 11, 2024, 580 daily values.
JPMorgan Chase & Stock Performance
| Year to date | +4.6% | 1 year | +8.9% |
|---|---|---|---|
| 1 month | +1.9% | 3 months | -4.2% |
| Calendar year 2025 | +34.4% |
Measured in euros, JPMorgan Chase & is up 10.0% year to date and up 12.6% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.
Alysly Data Analysis: JPMorgan Chase &
What ETF Is JPMorgan Chase & In?
JPMorgan Chase & has above-average ETF coverage and is held by 21 of the 104 ETFs we track, which together follow 10 indices. That puts the stock in more ETFs than 82.7% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| XUFI / XUFN | MSCI USA Financials | 11.60% | €116.05 |
| WFIN | MSCI World Financials | 6.26% | €62.64 |
| XDWF | MSCI World Financials | 6.24% | €62.42 |
| CIND | Dow Jones | 3.88% | €38.80 |
| SPYL / SPY5 | S&P 500 | 1.37% | €13.73 |
| SXR8 | S&P 500 | 1.37% | €13.70 |
| XD9U / XD9D | MSCI USA | 1.37% | €13.69 |
| SWWD | MSCI World | 1.00% | €10.03 |
| SPPW | MSCI World | 1.00% | €10.03 |
| XDWD / XDWL | MSCI World | 1.00% | €10.01 |
| EUNL | MSCI World | 1.00% | €10.00 |
| IUSQ | MSCI ACWI | 0.90% | €9.00 |
| WIMI | MSCI World IMI | 0.89% | €8.93 |
| SPYY | MSCI ACWI | 0.89% | €8.87 |
| SPYI / SPSA | MSCI ACWI IMI | 0.81% | €8.08 |
| XDEW | S&P 500 Equal Weight | 0.19% | €1.89 |
The last column shows how much of €1,000 in one of these funds goes to JPMorgan Chase &, based on each fund's latest holdings list.
US-listed ETFs holding JPMorgan Chase & (weight per latest SEC filing): VYM 3.82%, IVV 1.36%, SPY 1.36%, VOO 1.26%, VTI 1.12%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
JPMorgan Chase & Weight in iShares Core MSCI World (EUNL) Since 2019
In iShares Core MSCI World (EUNL), JPMorgan Chase & had a weight of 0.93% on Sep 30, 2019 and 1.00% on Oct 29, 2026. The fund tracks the MSCI World. Its share peaked at 1.08% on Sep 30, 2025. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.
What's Inside Your ETF Portfolio and the ETF overlap check show how much JPMorgan Chase & overlaps with the rest of a portfolio.
Which Tracked Investors Hold JPMorgan Chase &?
JPMorgan Chase & is not among the largest purchases in the quarter ending Jun 30, 2026. The list is led by GOOGL, DAL and NEBIUS GROUP N.V. Of the 3 tracked managers holding the stock, 1 added and 1 cut.
| Investor | Shares | Value | Quarter |
|---|---|---|---|
| Viking Global Investors | 2,899,386 | $949M | increased by 195,368 |
| Soros Fund Management | 118,358 | $39M | unchanged |
| Bridgewater Associates | 23,548 | $8M | reduced by 27,739 |
As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains.
Stocks With ETF Exposure Similar to JPMorgan Chase &
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| JPMorgan Chase & | – | – | +8.9% | 24.5% | 31.3% | +2.8% |
 Goldman Sachs Group | 21 | +0.64 | +13.2% | 32.0% | – | – |
 Apollo Global Management Inc | 20 | – | -6.2% | 38.8% | 10.9% | +22.7% |
| Ares Management Corporation | 20 | – | -13.0% | 40.8% | 9.4% | +44.2% |
 Bank of America Corp | 20 | +0.71 | -5.7% | 24.7% | 27.0% | +6.8% |
| Coinbase Global | 20 | – | -56.3% | 77.6% | 17.6% | +9.4% |
| Corpay | 20 | – | +57.2% | 34.8% | 23.6% | +13.9% |
 Fifth Third Bancorp | 20 | – | +28.4% | 26.5% | – | – |
| Robinhood Markets | 20 | – | -38.4% | 72.4% | 42.1% | +51.6% |
These stocks reach a portfolio through largely the same funds as JPMorgan Chase &. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
Fundamental Analysis: JPMorgan Chase &
JPMorgan Chase & Key Financials
Figures come from the SEC annual filing for the latest reported fiscal year (period end Dec 31, 2025).
| Fiscal year | Revenue | Net income | Margin |
|---|---|---|---|
| FY ended Dec 2023 | 158.1 | 49.6 | 31.3% |
| FY ended Dec 2024 | 177.6 | 58.5 | 32.9% |
| FY ended Dec 2025 | 182.4 | 57.0 | 31.3% |
Latest Patents Granted to JPMorgan Chase
In the 52 weekly issues of the US patent office from Nov 4, 2025 to Oct 27, 2026, JPMorgan Chase received 275 utility patents and 5 design patents. That is 0.086% of all utility patents the US patent office granted in those weeks. The median time from filing to grant was 2.6 years.
| Granted | Patent | Title | Filed | Technology field |
|---|---|---|---|---|
| US 12770127 B2 | Methods for providing systematic intelligence for selecting mode of payment and devices thereof | G06Q IT for administration, commerce, finance and management | ||
| US 12770026 B2 | Systems and methods for generating custom industry classifications | G06N Computing models, incl. neural networks and machine learning | ||
| US 12769869 B2 | Systems and methods for privacy preserving, network analytics, and anomaly detection on decentralized, private, permissioned distributed ledger networks | G06F Electric digital data processing | ||
| US 12769734 B2 | Method and system for automating historical data analytics | G06F Electric digital data processing | ||
| US 12769636 B2 | Method and system for providing application hosting benchmarks | G06F Electric digital data processing |
These are grants, not applications. The office usually publishes an application 18 months after the priority date; the grant tends to come much later. Owners counted: JPMORGAN CHASE BANK, N.A. Titles as published by the office; median time based on 164 patents with a known filing date.
The patent screener lists more grants, filterable by company, type and technology field. The M&A and patents page compares companies.
Technical Analysis: JPMorgan Chase &
JPMorgan Chase & Risk Metrics
The close on Oct 30, 2026, was 7.7% below the highest close since Jul 11, 2024. That high was reached on Aug 12, 2026. When the S&P 500 rose or fell 1%, JPMorgan Chase & moved 0.73% on average in the same direction (past 252 trading days). The correlation of 0.42 shows a clear but not close link to the broad market. Accordingly, moves in the S&P 500 explain part of the daily price moves of JPMorgan Chase &, but far from all.
What JPMorgan Chase & Correlates With
| Instrument | r | −1 … +1 |
|---|---|---|
| Bank of America Corp | +0.71 | |
| Morgan Stanley | +0.69 | |
| Wells Fargo & Company | +0.69 | |
| Bank of New York Mellon Corp | +0.64 | |
| Goldman Sachs Group Inc. | +0.64 | |
| U.S. Bancorp | +0.64 | |
| MARSCOIN | -0.28 | |
| GE Healthcare Technologies Inc. | -0.27 | |
| ACH | -0.27 |
The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.
