JPM (JPM)

Daily ERM3 factor decomposition: how much of JPM's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$313.49
Market cap
$875.8B
23-day vol
21.5%
Sector proxy
XLF
Subsector proxy
KBE

Risk DNA

60% of JPM's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 30.2%Sector 29.9%Subsector 0.0%Stock-specific 39.9%

ETF hedge ratios

Dollars of ETF to short per $1 of JPM held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLF)Subsector (KBE)Explained risk
L1$-1.0130.5%
L2$-0.18$-1.1160.6%
L3$-0.17$-1.09$-0.0359.8%

Data as of June 12, 2026. Updated daily from the ERM3 pipeline.

Go deeper on JPM

Ask the AI risk analyst for JPM's full history, peer comparison, or how it changes your portfolio's risk.