JPMorgan Chase (JPM) stock vs the S&P 500 and financial services stocks
As of 2 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 2 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.
JPM vs the S&P 500: returns
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 analysisWhich ETFs hold JPMorgan Chase?
4 funds that Zensei tracks hold JPM, by weight. The fund with the largest weight is its sector on this page.
JPMorgan Chase competitors
The largest other holdings of iShares U.S. Financial Services ETF (IYG), with their return over the past month.
JPMorgan Chase stock: common questions
Is JPMorgan Chase stock beating the S&P 500?
As of 2 October 2026, JPMorgan Chase (JPM) is down 6.4% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is down 0.2% and the S&P 500 is up 3.6%.
Which ETFs hold JPMorgan Chase?
As of 2 October 2026, 4 funds that Zensei tracks hold JPM. Its largest weight is in iShares U.S. Financial Services ETF (IYG), at 12.9%. It is also in Financial Select Sector SPDR (XLF, 11.7%), Invesco KBW Bank ETF (KBWB, 8.1%), SPDR S&P 1500 Momentum Tilt ETF (MMTM, 0.9%).
Who are JPMorgan Chase's competitors?
As of 2 October 2026, the largest other holdings of iShares U.S. Financial Services ETF (IYG) are Berkshire Hathaway Inc (BRK-B), Visa Inc (V), Mastercard Inc (MA), Bank of America (BAC), The Goldman Sachs Group Inc (GS). These are the stocks JPMorgan Chase sits next to among financial services stocks.
Is JPMorgan Chase doing better than other financial services stocks?
As of 2 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.
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.