JPM

JPMorgan Chase & Co.

StockFinancial ServicesBanks - DiversifiedUS$888B market cap

$342.82

▼ −0.2% today

+8.4% YTD

As of Nov 12, 2026Delayed

IWD−0.4%

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Nov 12, 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: $36.6B; across covered funds’ reported holdings
Share of the company: ≈4%; of JPMorgan Chase & held through ETFs
Reported holding in: 169 ETFs; among the portfolios we cover
Built on JPM alone: 0 ETFs; […]
Most per dollar · basket: IYG 12.4%; $124 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

28.8%top yield · GIAX

GIAX28.8%+3.6%SWP9.5%+5.8%FYEE9.2%+11.1%FTHI9.1%+5.7%SCLZ8.3%+9.3%

Corner: yield · option income, upside capped

Heaviest JPM Baskets

YTD

$124per $1,000 in IYG

IYG12.4%+6.0%XLF11.1%+7.6%IYF10.8%+5.8%VFH10.4%+6.8%FNCL10.0%+6.8%KBWB8.1%+8.1%

Corner: JPM weight · JPM is the biggest slice

Core ETFs Holding JPM

YTD

$1.6Bof JPM in 14 funds

AVLV$626M+25.6%SCHV$468M+19.2%GSLC$179M+10.3%FELC$157M+12.8%FELV$94M+27.2%QVML$27M+13.1%

Corner: JPM held · most people own it this way

Geared ETFs Holding JPM

YTD

+7.7%UYG, the best of 2

FAS3×+7.1%UYG2×+7.7%

Corner: leverage · index funds with JPM inside

JPM Through Other ETFs

YTD

$33per $1,000 in VTVX

VTVX3.3%no YTD RHRX2.8%+16.0%SECT1.9%+9.6%EDGU1.6%+11.8%THLV1.6%+6.1%BVAL1.4%+17.7%

Corner: JPM weight · held through other ETFs

End-of-day Nov 12, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Open in desk

More of It

Most JPM per $1,000

Today

$147of JPM per $1,000 in PBUB, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1PBUBPortfolio Building Block US Banks ETFPortfolio Building Block$147—Open

2IYGiShares U.S. Financial Services ETF

Where the ETF Money in JPM Sits

Today

42%in US Stock Styles funds

US Stock Styles $15.5BIncome $10.0BSectors $8.9BLow-Cost Core $1.6BInternational $290MOther $256M

VTV$6.1B · 3.3%IWD$2.0B · 2.4%DYNF$1.3B · 3.1%DFACDCOR55 more$4.3BVIG$4.2B · 3.9%VYM$3.0B · 3.8%DGRODIVOFDVV44 moreXLF$6.0B · 11.1%VFHKBWBIYFIYG8 moreAVLVSCHV12 moreIOO, CGGE, …CGCV, LCAP, …

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

End-of-day Nov 12, 2026 · $36.6B across covered funds reporting JPM holdings

Core ETFs Holding the Most JPM

YTD

$1.6Bof JPM in 14 core funds

FundNameHeld ▼Per $1KYTDFeeAssets

AVLVAvantis U.S. Large Cap Value ETF$626M$27+25.6%0.15%$23.6B

SCHVSchwab U.S. Large-Cap Value ETF$468M$30+19.2%0.04%$15.8B

GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$179M$12+10.3%0.09%$15.1B

FELCFidelity Enhanced Large Cap Core ETF$157M$18+12.8%0.18%$8.7B

FELVFidelity Enhanced Large Cap Value ETF $94M$26+27.2%0.18%$3.7B

QVMLInvesco S&P 500 QVM Multi-factor ETF$27M$16+13.1%0.11%$1.7B

Through other ETFs · 25 fundsJPM per $1,000

VTVX3.3% via VTV$33—

RHRX2.8% via VTV, XLF$28+16.0%

SECT1.9% via XLF$19+9.6%

End-of-day Nov 12, 2026 · held = dollars of JPM in the fund

iShares

$124

+6.0%

Open

3XLFState Street Financial Select Sector SPDR ETFState Street$111+7.6%Open

4IYFiShares U.S. Financials ETFiShares$108+5.8%Open

5VFHVanguard Financials ETFVanguard$104+6.8%Open

6FNCLFidelity MSCI Financials Index ETFFidelity$100+6.8%Open

7KBWBInvesco KBW Bank ETFInvesco$81+8.1%Open

8FTXOFirst Trust Nasdaq Bank ETFFirst Trust$78+7.5%Open

9PFIInvesco Dorsey Wright Financial Momentum ETFInvesco$59+3.3%Open

10IXGiShares Global Financials ETFiShares$57+11.3%Open

End-of-day Nov 12, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding JPM

Today

$124in IYG, the heaviest basket

FundPer $1,000YTD

IYG$124+6.0%

XLF$111+7.6%

IYF$108+5.8%

VFH$104+6.8%

FNCL$100+6.8%

KBWB$81+8.1%

End-of-day Nov 12, 2026 · bars run to $200

Geared ETFs Holding JPM

YTD

+7.7%UYG, the best of 2

FundAssetsYTD

UYG2×$813M+7.7%

FAS3×$2.2B+7.1%

End-of-day Nov 12, 2026 · 3× and 2× index funds

Income from It

JPM Income ETFs

Yield · Today

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

Invest $10,000 in FTHI · currently about $912 a year

FundYieldOn $10KYTD

GIAXNicholasx28.8%$2,877/yr+3.6%

SWPSWP Management9.5%$953/yr+5.8%

FYEEFidelity9.2%$922/yr+11.1%

FTHIFirst Trust9.1%$912/yr+5.7%

SCLZSwan8.3%$831/yr+9.3%

End-of-day Nov 12, 2026 · trailing yield · payouts can fall

Income ETFs Holding JPM, by Yield

Yield · Today

28.8%top yield, GIAX · highest payout first

#FundNameIssuerYield ▼YTDOpen

1GIAXNicholas Global Equity and Income ETFNicholasx28.8%+3.6%Open

2SWPManager Directed Portfolios SWP Growth & Income ETFSWP Management9.5%+5.8%Open

Income Strategies Holding JPM

YTD

$10.0Bof JPM held by 49 income funds · VIG is the largest

StrategyFundNameJPM per $1,000YieldYTDAssets

Covered callsFTHIFirst Trust BuyWrite Income ETF$279.1%+5.7%$2.6B

Income basketFYEEFidelity Yield Enhanced Equity ETF$189.2%+11.1%$320M

Dividend stocksVIGVanguard Dividend Appreciation ETF$39

3

FYEE

Fidelity Yield Enhanced Equity ETF

Fidelity

9.2%

+11.1%

Open

4FTHIFirst Trust BuyWrite Income ETFFirst Trust9.1%+5.7%Open

5SCLZSwan Enhanced Dividend Income ESwan8.3%+9.3%Open

End-of-day Nov 12, 2026 · trailing yield · payouts can fall · option income caps the upside

1.4%

+16.0%

$109B

On $10KFTHI $912/yr FYEE $922/yr VIG $145/yr

End-of-day Nov 12, 2026 · $10.0B = income covered funds reporting JPM holdings · trailing yield

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JPMorgan Chase & Co.

Where the Money Sits

More of It

Income from It