Key insights
- JPMorgan's equal-weight portfolio of 57 stocks is reported to have gained 7.40% YTD, outperforming the S&P 500, Dow Jones, and Nasdaq Composite indices, but underperforming the QQQ. This suggests a potential tilt in JPM's stock selection towards value or non-tech sectors, offering a slightly bullish signal for broader market diversification.
Found out my math was wrong and redo it again.
Benchmark Comparison
|Ticker|Name|Type|Dec 22, 2025|Apr 28, 2026|% Change|vs JPM Portfolio| |:-|:-|:-|:-|:-|:-|:-| |GSPC|S&P 500|Index|6,878.49|7,173.91|+4.29%|Outperformed| |DJI|Dow Jones Industrial|Index|48,362.68|49,167.79|+1.66%|Outperformed| |IXIC|Nasdaq Composite|Index|23,428.83|24,887.10|+6.22%|Outperformed| |QQQ|Invesco QQQ Trust|ETF|618.43|664.23|+7.41%|Underperformed| |VOO|Vanguard S&P 500 ETF|ETF|627.75|657.50|+4.74%|Outperformed| |SPY|SPDR S&P 500 ETF|ETF|682.96|715.17|+4.72%|Outperformed| |JPM Equal-Weight|JPMorgan 57-stock portfolio|Portfolio|-|-|+7.40%|-|