JPM

JPMorgan Chase & Co.

StockFinancial ServicesBanks - DiversifiedUS$888B market cap

$337.34

▼ −4.2% today

−5.6% 3M

As of Nov 5, 2026Delayed

Nov 5, 2026 · JPM total return with dividends reinvested, from daily closes · S&P 500 uses VOO over the same datesJPMS&P 500 · VOO

Held by ETFs: $38.9B; in funds that list it in their top 10
Share of the company: ≈4%; of JPMorgan Chase & held through ETFs
Top-10 holding in: 181 ETFs; one of their ten biggest
Built on JPM alone: 0 ETFs; […]
Most per dollar · basket: IYG 12.6%; $126 of every $1,000
Biggest holder: VTV $6.1B; of JPM, 3.3% of the fund

Every ETF Theme Built Around JPM

YTD

ETFs That Pay From JPM

YTD

29.4%top yield · GIAX

GIAX29.4%−0.9%DJIA10.0%+7.9%SWP9.8%+2.7%FYEE9.5%+7.5%FTHI9.4%+2.8%DYLG9.1%+8.1%

Corner: yield · option income, upside capped

Heaviest JPM Baskets

YTD

$126per $1,000 in IYG

IYG12.6%+4.5%XLF11.2%+6.3%IYF11.0%+4.2%VFH10.4%+5.8%FNCL10.1%+5.8%KBWB8.2%+6.2%

Corner: JPM weight · JPM is the biggest slice

Core ETFs Holding JPM

YTD

$1.7Bof JPM in 16 funds

AVLV$629M+22.6%SCHV$483M+16.6%GSLC$185M+7.2%FELC$157M+9.3%FELV$90M+24.7%QVML$27M+10.0%

Corner: JPM held · most people own it this way

Geared ETFs Holding JPM

YTD

+5.4%UYG, the best of 2

FAS3×+3.6%UYG2×+5.4%

Corner: leverage · index funds with JPM inside

JPM Through Other ETFs

YTD

$28per $1,000 in RHRX

RHRX2.8%+13.6%SECT2.0%+5.4%THIR2.0%−0.6%EDGU1.6%+8.1%THLV1.6%+4.8%BVAL1.4%+15.1%

Corner: JPM weight · held through other ETFs

End-of-day Nov 5, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in JPM Sits

Today

45%in US Stock Styles funds

US Stock Styles $17.7BIncome $10.0BSectors $9.0BLow-Cost Core $1.7BInternational $297MOther $279M

VTV$6.1B · 3.3%IWD$2.1B · 2.4%DIA$1.8B · 3.9%DYNFDFAC59 more$5.2BVIG$4.2B · 3.9%VYM$3.0B · 3.8%DGRODIVOFDVV45 more$885MXLF$6.0B · 11.2%VFHKBWBIYFIYG9 moreAVLVSCHV14 moreIOO, CGGE, …CGCV, LCAP, …

Tile size = dollars of JPM held% = JPM’s weight in the fund

End-of-day Nov 5, 2026 · $38.9B across funds that list JPM in their top 10

Core ETFs Holding the Most JPM

YTD

$1.7Bof JPM in 16 core funds

FundNameHeld ▼Per $1KYTDFeeAssets

AVLVAvantis U.S. Large Cap Value ETF$629M$28+22.6%0.15%$22.6B

SCHVSchwab U.S. Large-Cap Value ETF$483M$30+16.6%0.04%$15.9B

GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$185M$12+7.2%0.09%$15.3B

FELCFidelity Enhanced Large Cap Core ETF$157M$18+9.3%0.18%$8.6B

FELVFidelity Enhanced Large Cap Value ETF $90M$26+24.7%0.18%$3.4B

QVMLInvesco S&P 500 QVM Multi-factor ETF$27M$16+10.0%0.11%$1.7B

Through other ETFs · 25 fundsJPM per $1,000

RHRX2.8% via VTV, XLF$28+13.6%

SECT2.0% via XLF$20+5.4%

THIR2.0% via DIA$20−0.6%

End-of-day Nov 5, 2026 · held = dollars of JPM in the fund

Open in desk

More of It

Most JPM per $1,000

Today

$149of JPM per $1,000 in PBUB, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1PBUBPortfolio Building Block US Banks ETFPortfolio Building Block$149—Open

2IYGiShares U.S. Financial Services ETFiShares$126+4.5%Open

3XLFState Street Financial Select Sector SPDR ETFState Street$112+6.3%Open

4IYFiShares U.S. Financials ETFiShares$110+4.2%Open

5VFHVanguard Financials ETFVanguard$104+5.8%Open

6FNCLFidelity MSCI Financials Index ETFFidelity$101+5.8%Open

7KBWBInvesco KBW Bank ETFInvesco$82+6.2%Open

8FTXOFirst Trust Nasdaq Bank ETFFirst Trust$79+6.2%Open

9PFIInvesco Dorsey Wright Financial Momentum ETFInvesco$61−0.1%Open

10IXGiShares Global Financials ETFiShares$59+10.3%Open

End-of-day Nov 5, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding JPM

Today

$126in IYG, the heaviest basket

FundPer $1,000YTD

IYG$126+4.5%

XLF$112+6.3%

IYF$110+4.2%

VFH$104+5.8%

FNCL$101+5.8%

KBWB$82+6.2%

End-of-day Nov 5, 2026 · bars run to $200

Geared ETFs Holding JPM

YTD

+5.4%UYG, the best of 2

FundAssetsYTD

UYG2×$847M+5.4%

FAS3×$2.1B+3.6%

End-of-day Nov 5, 2026 · 3× and 2× index funds

Income from It

JPM Income ETFs

Yield · Today

9.4%yield · FTHI, the biggest
7 income funds holding JPM

Invest $10,000 in FTHI · currently about $938 a year

FundYieldOn $10KYTD

GIAXNicholasx29.4%$2,942/yr−0.9%

DJIAGlobal X10.0%$1,003/yr+7.9%

SWPSWP Management9.8%$983/yr+2.7%

FYEEFidelity9.5%$952/yr+7.5%

FTHIFirst Trust9.4%$938/yr+2.8%

DYLGGlobal X9.1%$905/yr+8.1%

SCLZSwan8.7%$869/yr+4.5%

End-of-day Nov 5, 2026 · trailing yield · payouts can fall

Income ETFs Holding JPM, by Yield

Yield · Today

29.4%top yield, GIAX · highest payout first

#FundNameIssuerYield ▼YTDOpen

1GIAXNicholas Global Equity and Income ETFNicholasx29.4%−0.9%Open

2DJIAGlobal X Dow 30 Covered Call ETFGlobal X10.0%+7.9%Open

3SWPManager Directed Portfolios SWP Growth & Income ETFSWP Management9.8%+2.7%Open

4FYEEFidelity Yield Enhanced Equity ETFFidelity9.5%+7.5%Open

5FTHIFirst Trust BuyWrite Income ETFFirst Trust9.4%+2.8%Open

6DYLGGlobal X Dow 30 Covered Call & Growth ETFGlobal X9.1%+8.1%Open

7SCLZSwan Enhanced Dividend Income ESwan8.7%+4.5%Open

End-of-day Nov 5, 2026 · trailing yield · payouts can fall · option income caps the upside

Income Strategies Holding JPM

YTD

$10.0Bof JPM held by 50 income funds · VIG is the largest

StrategyFundNameJPM per $1,000YieldYTDAssets

Covered callsFTHIFirst Trust BuyWrite Income ETF$279.4%+2.8%$2.5B

Income basketFYEEFidelity Yield Enhanced Equity ETF$199.5%+7.5%$294M

Dividend stocksVIGVanguard Dividend Appreciation ETF$391.5%+12.5%$109B

On $10KFTHI $938/yr FYEE $952/yr VIG $149/yr

End-of-day Nov 5, 2026 · $10.0B = income funds that list JPM in their top 10 · trailing yield