JPMorgan Chase (JPM) stock vs the S&P 500 and financial services stocks
As of 12 October 2026, JPMorgan Chase (JPM) is beating financial services stocks as a group (IYG) but trailing the S&P 500 over the past three months.
Where JPMorgan Chase stands now
As of 12 October 2026, JPMorgan Chase is behind the S&P 500 on every window Zensei tracks, from one month to one year. The market has preferred other stocks for some time.
Inside its group, JPM is slipping: still ahead of financial services stocks (IYG) over three months, but behind over the past month. As a group, financial services stocks are losing ground to the S&P 500 right now. The group is in transition, so the stock's place inside it matters more than usual.
JPMorgan Chase is 12.9% of IYG, a weight large enough to drive the fund. It sits in 4 of the sector and theme funds Zensei tracks. The thing to watch is the market: it beats its peers, but the group as a whole is not keeping up with the S&P 500.
JPMorgan Chase peers in financial services stocks
The largest other holdings of iShares U.S. Financial Services ETF (IYG), by weight in the fund, with their plain return over the past month. They share the fund with the stock. They are not always direct business competitors.
Is JPMorgan Chase in the S&P 500?
As of 12 October 2026, JPMorgan Chase is in the S&P 500. Its sector fund, Financials (XLF), holds it at 11.5% weight.
Every stock in one of the 11 S&P 500 sector funds is in the index. See Financial Stocks (XLF)
JPMorgan Chase ETF: the funds that hold JPM
4 funds that Zensei tracks hold JPM. The main sector is the fund Zensei groups it with. The other funds follow by weight.
JPM stock performance: 1-month, 3-month and 1-year vs the S&P 500
JPMorgan Chase and the S&P 500 (SPY) side by side, over each window Zensei tracks.
Prices as of · computed from daily adjusted closes · how we measure
JPM against financial services stocks, in depth
See the size of the gap between JPMorgan Chase and financial services stocks (IYG) over every window, its momentum and its relative strength, and where it sits among financial services stocks.
See the full analysisJPMorgan Chase stock: common questions
Which stocks are JPMorgan Chase's peers?
As of 12 October 2026, the largest other holdings of iShares U.S. Financial Services ETF (IYG) by weight are Berkshire Hathaway Inc (BRK-B), Visa Inc (V), Mastercard Inc (MA), Bank of America (BAC), The Goldman Sachs Group Inc (GS). They share the fund with JPMorgan Chase. They are fund peers among financial services stocks, not always direct business competitors.
Which ETFs hold JPMorgan Chase?
As of 12 October 2026, 4 funds that Zensei tracks hold JPM. Zensei groups it with financial services stocks in iShares U.S. Financial Services ETF (IYG), where its weight is 12.9%. It is also in Financial Select Sector SPDR (XLF, 11.5%), Invesco KBW Bank ETF (KBWB, 8.1%), SPDR S&P 1500 Momentum Tilt ETF (MMTM, 0.9%).
Is JPMorgan Chase in the S&P 500?
As of 12 October 2026, JPMorgan Chase is in the S&P 500. Its sector fund, Financials (XLF), holds it at 11.5% weight.
What sector is JPMorgan Chase in?
As of 12 October 2026, Zensei groups JPMorgan Chase with financial services stocks (IYG, its primary fund). In the S&P 500, it is in the Financials sector fund (XLF). It is also in bank stocks (KBWB) and momentum stocks (MMTM).
Is JPMorgan Chase stock beating the S&P 500?
As of 12 October 2026, JPMorgan Chase (JPM) is down 5.6% over the past month. The S&P 500 is up 2.1% over the same month. Over three months, the stock is up 0.5% and the S&P 500 is up 4.1%.
Is JPMorgan Chase doing better than other financial services stocks?
As of 12 October 2026, JPMorgan Chase (JPM) is ahead of financial services stocks as a group (IYG) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.
Recent changes
- ·First tracked: beating financial services stocks, trailing the market
Track JPMorgan Chase against financial services stocks and the market
Zensei Edge maps 100+ sectors and themes against the S&P 500, with each stock inside them measured against its group.