JPM

JPMorgan Chase & Co.

StockFinancial ServicesBanks - DiversifiedUS$888B market cap

$352.11

▲ +4.2% today

+1792.6% all time

As of Nov 4, 2026Delayed

Nov 4, 2026 · JPM total return with dividends reinvested, from daily closesJPM

Held by ETFs: $38.2B; in funds that list it in their top 10
Share of the company: ≈4%; of JPMorgan Chase & held through ETFs
Top-10 holding in: 165 ETFs; one of their ten biggest
Built on JPM alone: 0 ETFs; […]
Most per dollar · basket: IYG 12.5%; $125 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

27.2%top yield · GIAX

GIAX27.2%+7.2%DJIA9.8%+10.1%FYEE9.1%+12.3%FTHI9.0%+6.6%DYLG8.8%+11.1%SCLZ8.3%+8.9%

Corner: yield · option income, upside capped

Heaviest JPM Baskets

YTD

$125per $1,000 in IYG

IYG12.5%+7.9%XLF11.2%+9.4%IYF11.0%+7.2%VFH10.4%+8.8%FNCL10.0%+8.9%KBWB8.1%+10.1%

Corner: JPM weight · JPM is the biggest slice

Core ETFs Holding JPM

YTD

$1.6Bof JPM in 13 funds

AVLV$614M+26.8%SCHV$465M+20.4%GSLC$181M+11.8%FELC$153M+14.3%FELV$87M+28.2%QVML$26M+14.9%

Corner: JPM held · most people own it this way

Geared ETFs Holding JPM

YTD

+24.4%UDOW, the best of 4

FAS3×+13.0%UDOW3×+24.4%UYG2×+11.6%DDM2×+18.5%

Corner: leverage · index funds with JPM inside

JPM Through Other ETFs

YTD

$23per $1,000 in THLV

THLV2.3%+6.5%SECT1.9%+11.1%EDGU1.6%+12.6%BVAL1.4%+18.8%THIR1.3%+3.5%XLSR1.3%+6.8%

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 $17.2BIncome $9.9BSectors $8.9BLow-Cost Core $1.6BInternational $284MOther $247M

VTV$6.1B · 3.3%IWD$2.0B · 2.4%DIA$1.7B · 3.9%DYNFDFAC55 more$5.0BVIG$4.2B · 3.9%VYM$3.0B · 3.8%DGRODIVOFDVV41 more$819MXLF$6.0B · 11.2%VFHKBWBIYFIYG9 moreAVLVSCHV11 moreIOO, CGGE, …CGCV, LCAP, …

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

End-of-day Nov 5, 2026 · $38.2B 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$614M$27+26.8%0.15%$22.6B

SCHVSchwab U.S. Large-Cap Value ETF$465M$30+20.4%0.04%$15.7B

GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$181M$12+11.8%0.09%$14.9B

FELCFidelity Enhanced Large Cap Core ETF$153M$18+14.3%0.18%$8.6B

FELVFidelity Enhanced Large Cap Value ETF $87M$25+28.2%0.18%$3.4B

QVMLInvesco S&P 500 QVM Multi-factor ETF$26M$15+14.9%0.11%$1.7B

Through other ETFs · 24 fundsJPM per $1,000

THLV2.3% via XLF$23+6.5%

SECT1.9% via XLF$19+11.1%

EDGU1.6% via VIG, XLF$16+12.6%

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

$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$125+7.9%Open

3XLFState Street Financial Select Sector SPDR ETFState Street$112+9.4%Open

4IYFiShares U.S. Financials ETFiShares$110+7.2%Open

5VFHVanguard Financials ETFVanguard$104+8.8%Open

6FNCLFidelity MSCI Financials Index ETFFidelity$100+8.9%Open

7KBWBInvesco KBW Bank ETFInvesco$81+10.1%Open

8FTXOFirst Trust Nasdaq Bank ETFFirst Trust$78+9.3%Open

9PFIInvesco Dorsey Wright Financial Momentum ETFInvesco$60+3.6%Open

10IXGiShares Global Financials ETFiShares$58+13.3%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

$125in IYG, the heaviest basket

FundPer $1,000YTD

IYG$125+7.9%

XLF$112+9.4%

IYF$110+7.2%

VFH$104+8.8%

FNCL$100+8.9%

KBWB$81+10.1%

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

Geared ETFs Holding JPM

YTD

+24.4%UDOW, the best of 4

FundAssetsYTD

UDOW3×$841M+24.4%

DDM2×$507M+18.5%

FAS3×$2.2B+13.0%

UYG2×$793M+11.6%

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

Income from It

JPM Income ETFs

Yield · Today

9.0%yield · FTHI, the biggest
6 income funds holding JPM

Invest $10,000 in FTHI · currently about $905 a year

FundYieldOn $10KYTD

GIAXNicholasx27.2%$2,719/yr+7.2%

DJIAGlobal X9.8%$982/yr+10.1%

FYEEFidelity9.1%$912/yr+12.3%

FTHIFirst Trust9.0%$905/yr+6.6%

DYLGGlobal X8.8%$880/yr+11.1%

SCLZSwan8.3%$834/yr+8.9%

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

Income ETFs Holding JPM, by Yield

Yield · Today

27.2%top yield, GIAX · highest payout first

#FundNameIssuerYield ▼YTDOpen

1GIAXNicholas Global Equity and Income ETFNicholasx27.2%+7.2%Open

2DJIAGlobal X Dow 30 Covered Call ETFGlobal X9.8%+10.1%Open

3FYEEFidelity Yield Enhanced Equity ETFFidelity9.1%+12.3%Open

4FTHIFirst Trust BuyWrite Income ETFFirst Trust9.0%+6.6%Open

5DYLGGlobal X Dow 30 Covered Call & Growth ETFGlobal X8.8%+11.1%Open

6SCLZSwan Enhanced Dividend Income ESwan8.3%+8.9%Open

End-of-day Nov 5, 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$279.0%+6.6%$2.5B

Income basketFYEEFidelity Yield Enhanced Equity ETF$189.1%+12.3%$294M

Dividend stocksVIGVanguard Dividend Appreciation ETF$391.4%+16.4%$109B

On $10KFTHI $905/yr FYEE $912/yr VIG $144/yr

End-of-day Nov 5, 2026 · $9.9B = income funds that list JPM in their top 10 · trailing yield