JPM correlations (JPMorgan Chase)
Every correlation that matters for JPM: the assets it tracks, the ones that offset it, and where it sits among 4756 US stocks and ETFs.
Data as of 2026-08-27 · refreshed every trading day · Financials · Diversified Banks
Volatility (ann.)
23.2%
3y weekly
Beta vs S&P 500
1.01
3y weekly
1-year return
+20.6%
price, adjusted
5-year return
+150.2%
price, adjusted
Market cap
$941.6B
latest
P/E ratio
15.2
trailing
Dividend yield
1.68%
trailing
Max drawdown
-24.4%
3y, daily closes
JPM over the last 12 months, weekly closes indexed to 100 at the start.
Stocks and ETFs most correlated with JPM
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| XLF | Financial Select Sector SPDR Fund | 0.87 | |
| C | Citigroup | 0.82 | |
| BAC | Bank of America | 0.82 | |
| GS | Goldman Sachs | 0.77 | |
| WFC | Wells Fargo | 0.77 | |
| MS | Morgan Stanley | 0.76 | |
| DIA | SPDR Dow Jones Industrial Average ETF | 0.74 | |
| VYM | Vanguard High Dividend Yield ETF | 0.73 | |
| VTV | Vanguard Value ETF | 0.73 | |
| STEW | SRH Total Return Fund, Inc. | 0.72 | |
| XLI | Industrial Select Sector SPDR Fund | 0.71 | |
| SPYV | SPDR Portfolio S&P 500 Value ETF | 0.71 | |
| DGRO | iShares Core Dividend Growth ETF | 0.70 | |
| CFG | Citizens Financial Group | 0.70 | |
| VIG | Vanguard Dividend Appreciation ETF | 0.69 |
Best diversifiers for JPM
The least-correlated liquid assets in our universe, meaning the ones that historically moved most independently from JPM.
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | -0.57 | |
| VXZ | iPath Series B S&P 500 VIX Mid-Term Futures ETN | -0.56 | |
| FNGD | MicroSectors FANG Index -3X Inverse Leveraged ETNs due | -0.42 | |
| USAR | USA Rare Earth, Inc. | -0.23 | |
| LICN | Lichen International Limited - Class A | -0.23 | |
| RETO | ReTo Eco-Solutions, Inc. - Class A Shares | -0.22 | |
| ADAG | Adagene Inc. | -0.22 | |
| ALMS | Alumis Inc. | -0.21 | |
| BCE | BCE, Inc. | -0.19 | |
| NB | NioCorp Developments Ltd. | -0.16 |
JPM vs benchmarks
JPM vs its peers
Get JPM data as JSON
$ curl https://www.pairbook.io/api/v1/symbols/jpm.jsonCorrelations, diversifiers, beta and volatility for JPM, plus one endpoint per pair. API documentation.
JPM inside major ETFs
| ETF | JPM weight | |
|---|---|---|
| XLF | Financial Select Sector SPDR Fund | 11.61% |
| VIG | Vanguard Dividend Appreciation ETF | 4.09% |
| DIA | SPDR Dow Jones Industrial Average ETF | 3.96% |
| VYM | Vanguard High Dividend Yield ETF | 3.83% |
| VTV | Vanguard Value ETF | 3.51% |
| DGRO | iShares Core Dividend Growth ETF | 3.14% |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 1.82% |
| VOO | Vanguard S&P 500 ETF | 1.47% |
| IVV | iShares Core S&P 500 ETF | 1.44% |
| SPY | SPDR S&P 500 ETF Trust | 1.44% |
