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Correlation Analysis

JPMorgan Chase & Co. vs PCE

JPM vs PCE

+0.803

Strong positive

When one moves up, the other tends to follow.

JPM logo

JPMorgan Chase & Co.

JPM

JPMorgan Chase is one of the largest and most complex financial institutions in the United States, with more than $4.4 trillion in assets. It is organized into four major segments: consumer and community banking, corporate and investment banking, commercial banking, and asset and wealth management. JPMorgan operates and is subject to regulation in multiple countries.

Market cap 792.5B

F

PCE

PCE

Apr 1, 2021 — Jan 1, 2026Monthly58 observationsStockFREDFinancials

Who Moves First

PCE leads JPM by 6 months

PCE tends to move before JPM.

Best correlation after shifting: +0.861 (13 shifts scanned)

Stability

Rolling Correlation

How the correlation evolves over time. A stable line means the relationship is reliable; large swings signal regime-dependent behavior.

Dashed line = zero correlationRange: -1 to +1

Do They Crash Together?

Correlation by Market Regime

How these series behave when markets are rising, falling, or diverging. A correlation that holds in drawdowns is very different from one that only works in rallies.

Both Rising

-0.212

25 periods · Return correlation when both series rose

Both Falling

N/A

0 periods · Return correlation when both series fell

Diverging

-0.348

10 periods · Return correlation when series moved apart

R-Squared

64.5%

Share of variance in one series explained by the other.

Trend Agreement

54.4%

How often both series moved in the same direction period-to-period.

Overlap Quality

58

Thin shared window — 58 usable pairs.

Significance

p < 0.001

95% CI: [0.688, 0.879]

Time Series

Rebased to 100

Green: JPMGray: PCE36 of 58 points (sampled)

Scatter

XY Regression

97.6100150200250300329.315,46816,00017,00018,00019,00020,00021,00021,986JPMorgan Chase & Co.PCEData pointsFit (r = 0.803)

Pipeline

Data quality details

Pipeline Summary

58 paired observations survived the monthly window.

Raw input

1,254

805

Normalized

1,254

805

Prepared

61

805

Aligned

58

58

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

750

A: 3 / B: 747

Series A

JPM logo

JPMorgan Chase & Co.

JPM

Market cap 792.5B

Stock · 1,254 raw → 61 prepared

Series B

F

PCE

FRED · 805 raw → 805 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

1

Estimated crossover points between normalized spreads.

Slope

21.4298

Linear regression slope.

Intercept

14923.6425

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 4 hours ago · ID: stock-jpm-vs-fred-pce-monthly-20260408-1tn8ls