JPM

JPMorgan Chase & Co.

StockFinancial ServicesBanks - DiversifiedUS$888B market cap

$337.98

▼ −0.8% last session

+151.9% 3Y

Close of Nov 3, 2026End-of-day

Nov 3, 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: $38.3B; in funds that list it in their top 10
Share of the company: ≈4%; of JPMorgan Chase & held through ETFs
Top-10 holding in: 162 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: XLF $6.2B; of JPM, 11.4% of the fund

Every ETF Theme Built Around JPM

YTD

ETFs That Pay From JPM

YTD

27.4%top yield · GIAX

GIAX27.4%+6.5%DJIA10.0%+8.4%FYEE9.2%+10.8%FTHI9.1%+5.8%DYLG9.0%+8.6%SCLZ8.4%+8.7%

Corner: yield · option income, upside capped

Heaviest JPM Baskets

YTD

$126per $1,000 in IYG

IYG12.6%+4.3%XLF11.4%+5.7%IYF11.0%+3.8%VFH10.4%+5.4%FNCL10.0%+5.4%KBWB8.1%+7.5%

Corner: JPM weight · JPM is the biggest slice

Core ETFs Holding JPM

YTD

$1.6Bof JPM in 13 funds

AVLV$617M+24.8%SCHV$467M+18.4%GSLC$183M+9.8%FELC$155M+12.7%FELV$87M+25.5%QVML$26M+12.8%

Corner: JPM held · most people own it this way

Geared ETFs Holding JPM

YTD

+4.3%UYG, the best of 2

FAS3×+2.4%UYG2×+4.3%

Corner: leverage · index funds with JPM inside

JPM Through Other ETFs

YTD

$24per $1,000 in THLV

THLV2.4%+5.7%SECT2.0%+9.8%SSUS1.7%+14.2%EDGU1.6%+10.8%BVAL1.4%+16.5%THIR1.3%+1.6%

Corner: JPM weight · held through other ETFs

End-of-day Nov 4, 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 $17.2BIncome $9.9BSectors $9.1BLow-Cost Core $1.6BInternational $284MOther $240M

VTV$6.1B · 3.3%IWD$2.0B · 2.4%DIA$1.8B · 3.9%DYNFDFAC52 more$4.9BVIG$4.2B · 3.9%VYM$3.0B · 3.8%DGRODIVOFDVV41 more$819MXLF$6.2B · 11.4%VFHKBWBIYFIYG9 moreAVLVSCHV11 moreIOO, CGGE, …CGCV, LCAP, …

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

End-of-day Nov 4, 2026 · $38.3B across funds that list JPM in their top 10

Core ETFs Holding the Most JPM

YTD

$1.6Bof JPM in 13 core funds

FundNameHeld ▼Per $1KYTDFeeAssets

AVLVAvantis U.S. Large Cap Value ETF$617M$27+24.8%0.15%$22.6B

SCHVSchwab U.S. Large-Cap Value ETF$467M$30+18.4%0.04%$15.7B

GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$183M$12+9.8%0.09%$14.9B

FELCFidelity Enhanced Large Cap Core ETF$155M$18+12.7%0.18%$8.6B

FELVFidelity Enhanced Large Cap Value ETF $87M$26+25.5%0.18%$3.4B

QVMLInvesco S&P 500 QVM Multi-factor ETF$26M$16+12.8%0.11%$1.7B

Through other ETFs · 24 fundsJPM per $1,000

THLV2.4% via XLF$24+5.7%

SECT2.0% via XLF$20+9.8%

SSUS1.7% via XLF$17+14.2%

End-of-day Nov 4, 2026 · held = dollars of JPM in the fund

Open in desk

More of It

Most JPM per $1,000

Today

$146of JPM per $1,000 in PBUB, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1PBUBPortfolio Building Block US Banks ETFPortfolio Building Block$146—Open

2IYGiShares U.S. Financial Services ETFiShares$126+4.3%Open

3XLFState Street Financial Select Sector SPDR ETFState Street$114+5.7%Open

4IYFiShares U.S. Financials ETFiShares$110+3.8%Open

5VFHVanguard Financials ETFVanguard$104+5.4%Open

6FNCLFidelity MSCI Financials Index ETFFidelity$100+5.4%Open

7KBWBInvesco KBW Bank ETFInvesco$81+7.5%Open

8FTXOFirst Trust Nasdaq Bank ETFFirst Trust$78+7.2%Open

9PFIInvesco Dorsey Wright Financial Momentum ETFInvesco$60+1.4%Open

10IXGiShares Global Financials ETFiShares$58+9.1%Open

End-of-day Nov 4, 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+4.3%

XLF$114+5.7%

IYF$110+3.8%

VFH$104+5.4%

FNCL$100+5.4%

KBWB$81+7.5%

End-of-day Nov 4, 2026 · bars run to $200

Geared ETFs Holding JPM

YTD

+4.3%UYG, the best of 2

FundAssetsYTD

UYG2×$793M+4.3%

FAS3×$2.2B+2.4%

End-of-day Nov 4, 2026 · 3× and 2× index funds

Income from It

JPM Income ETFs

Yield · Today

9.1%yield · FTHI, the biggest
6 income funds holding JPM

Invest $10,000 in FTHI · currently about $911 a year

FundYieldOn $10KYTD

GIAXNicholasx27.4%$2,738/yr+6.5%

DJIAGlobal X10.0%$998/yr+8.4%

FYEEFidelity9.2%$924/yr+10.8%

FTHIFirst Trust9.1%$911/yr+5.8%

DYLGGlobal X9.0%$901/yr+8.6%

SCLZSwan8.4%$835/yr+8.7%

End-of-day Nov 4, 2026 · trailing yield · payouts can fall

Income ETFs Holding JPM, by Yield

Yield · Today

27.4%top yield, GIAX · highest payout first

#FundNameIssuerYield ▼YTDOpen

1GIAXNicholas Global Equity and Income ETFNicholasx27.4%+6.5%Open

2DJIAGlobal X Dow 30 Covered Call ETFGlobal X10.0%+8.4%Open

3FYEEFidelity Yield Enhanced Equity ETFFidelity9.2%+10.8%Open

4FTHIFirst Trust BuyWrite Income ETFFirst Trust9.1%+5.8%Open

5DYLGGlobal X Dow 30 Covered Call & Growth ETFGlobal X9.0%+8.6%Open

6SCLZSwan Enhanced Dividend Income ESwan8.4%+8.7%Open

End-of-day Nov 4, 2026 · trailing yield · payouts can fall · option income caps the upside

Income Strategies Holding JPM

YTD

$9.9Bof JPM held by 46 income funds · VIG is the largest

StrategyFundNameJPM per $1,000YieldYTDAssets

Covered callsFTHIFirst Trust BuyWrite Income ETF$269.1%+5.8%$2.5B

Income basketFYEEFidelity Yield Enhanced Equity ETF$199.2%+10.8%$294M

Dividend stocksVIGVanguard Dividend Appreciation ETF$391.5%+14.0%$109B

On $10KFTHI $911/yr FYEE $924/yr VIG $147/yr

End-of-day Nov 4, 2026 · $9.9B = income funds that list JPM in their top 10 · trailing yield