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| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.8% | +0.9% | +6.4% | −1.0% | +6.8% | +10.6% | +82.6% | +56.0% | +328.8% |
| Peer average | −0.8% | +1.0% | +5.3% | −4.1% | +7.4% | +13.0% | +81.6% | +50.4% | — |
| S&P 500 · VOO | −0.3% | +3.3% | −1.6% | −2.2% | +11.9% | +12.1% | +80.1% | +73.9% | — |
$100 of every $1,000 in FNCL is Jpmorgan
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | JPMJpmorgan Chase | Financial Services | 9.97% | $997.44 | 687K | $236.0M |
| 2 | BRK-BBerkshire Hathaway | Financial Services | 9.07% | $906.70 | 365K | $214.6M |
| 3 | VVisa | Financial Services | 7.72% | $772.04 | 429K | $182.7M |
| 4 | MAMastercard | Financial Services | 5.85% | $585.12 | 210K | $138.5M |
| 5 | BACBank OF America | Financial Services | 3.59% | $359.07 | 1.7M | $85.0M |
| 6 | GSGoldman Sachs Group | Financial Services | 2.98% | $298.47 | 76K | $70.6M |
| 7 | WFCWells Fargo | Financial Services | 2.84% | $283.66 | 782K | $67.1M |
| 8 | MSMorgan Stanley | Financial Services | 2.45% | $245.32 | 305K | $58.1M |
| 9 | CCitigroup | Financial Services | 2.31% | $231.26 | 441K | $54.7M |
| 10 | BLKBlackrock | Financial Services | 1.97% | $197.16 | 38K | $46.7M |
| 11 | AXPAmerican Express | Financial Services | 1.87% | $186.53 | 137K | $44.1M |
| 12 | —Securities Lending CF | — | 1.73% | $172.98 | 40.9M | $40.9M |
| 13 | SCHWSchwab Charles | Financial Services | 1.67% | $167.33 | 427K | $39.6M |
| 14 | SPGIS&P Global | Financial Services | 1.57% | $157.22 | 78K | $37.2M |
| 15 | PGRProgressive Ohio | Financial Services | 1.49% | $148.97 | 151K | $35.3M |
of the $99.8B in 33 Financials ETFs
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & | 9.97% |
| 2 | BRK-B | Berkshire Hathaway | 9.07% |
| 3 | V | Visa | 7.72% |
| 4 | MA | Mastercard | 5.85% |
| 5 | BAC | Bank OF America | 3.59% |
| 6 | GS | Goldman Sachs Group | 2.98% |
| 7 | WFC | Wells Fargo & | 2.84% |
| 8 | MS | Morgan Stanley | 2.45% |
| 9 | C | Citigroup | 2.31% |
| 10 | BLK | Blackrock | 1.97% |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 18, 2026 | Sep 22, 2026 | $0.31 |
| Jun 18, 2026 | Jun 23, 2026 | $0.31 |
| Mar 20, 2026 | Mar 24, 2026 | $0.40 |
| Dec 19, 2025 | Dec 23, 2025 | $0.27 |
| Sep 19, 2025 | Sep 23, 2025 | $0.28 |
| Jun 20, 2025 | Jun 24, 2025 | $0.28 |
| Mar 21, 2025 | Mar 25, 2025 | $0.30 |
| Dec 20, 2024 | Dec 24, 2024 | $0.27 |
| Sep 20, 2024 | Sep 24, 2024 | $0.27 |
| Jun 21, 2024 | Jun 25, 2024 | $0.25 |
| Mar 15, 2024 | Mar 20, 2024 | $0.26 |
| Dec 15, 2023 | Dec 20, 2023 | $0.23 |