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JPMorgan Chase & Co.JPMorgan Chase & Co.JPMorgan Chase & Co.

JPMorgan Chase & Co.

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Funds holding the stock

Sorted by market value, the list below shows funds with JPMorgan Chase & Co. stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol
Market value
Weight
Issuer
Management style
Focus
Expense ratio
AUM
Price
Change %
Rel Volume
NAV total return
3Y
VTIVanguard Total Stock Market ETF
26.39 B USD1.28%
The Vanguard Group, Inc.
Passive
Total market
0.03%589.02 B USD336.01 USD−1.60%1.00+71.64%
VOOVanguard S&P 500 ETF
21.27 B USD1.43%
The Vanguard Group, Inc.
Passive
Large cap
0.03%872.47 B USD626.49 USD−1.55%0.91+74.86%
IVViShares Core S&P 500 ETF
10.57 B USD1.41%
BlackRock, Inc.
Passive
Large cap
0.03%761.72 B USD684.33 USD−1.54%0.89+72.19%
SPYSPDR S&P 500 ETF TRUST
10.05 B USD1.43%
State Street Corp.
Passive
Large cap
0.09%705.53 B USD681.27 USD−1.54%1.31+74.44%
VTVVanguard Value ETF
7.75 B USD3.55%
The Vanguard Group, Inc.
Passive
Large cap
0.03%170.94 B USD204.61 USD−1.07%1.39+53.25%
XLFState Street Financial Select Sector SPDR ETF
6.01 B USD11.21%
State Street Corp.
Passive
Financials
0.08%54.47 B USD51.69 USD−1.99%1.76+50.00%
VIGVanguard Div Appreciation ETF
4.88 B USD4.05%
The Vanguard Group, Inc.
Passive
Total market
0.04%105.49 B USD226.52 USD−1.24%1.23+54.17%
VYMVanguard High Dividend Yield ETF
3.51 B USD4.14%
The Vanguard Group, Inc.
Passive
High dividend yield
0.04%75.18 B USD154.59 USD−1.22%1.25+53.67%
GSPXiShares Core S&P 500 UCITS ETF1.99 B USD1.43%
BlackRock, Inc.
Passive
Large cap
0.10%3.56 B USD11.536 GBP−1.23%8.65+70.17%
0A3DiShares Core S&P 500 UCITS ETF1.99 B USD1.43%
BlackRock, Inc.
Passive
Large cap
0.12%613.46 M USD1,679.3 MXN−0.51%0.05+100.41%
CSPXiShares Core S&P 500 UCITS ETF1.99 B USD1.43%
BlackRock, Inc.
Passive
Large cap
0.07%135.63 B USD736.62 USD−1.09%0.41+73.62%
IWDiShares Russell 1000 Value ETF
1.8 B USD2.60%
BlackRock, Inc.
Passive
Large cap
0.18%69.86 B USD222.21 USD−1.17%1.28+47.64%
DIASPDR Dow Jones Industrial Average ETF
1.75 B USD3.81%
State Street Corp.
Passive
Large cap
0.16%45.93 B USD494.67 USD−1.33%1.15+54.14%
SPYMState Street SPDR Portfolio S&P 500 ETF
1.52 B USD1.43%
State Street Corp.
Passive
Large cap
0.02%106.92 B USD80.16 USD−1.55%1.18+74.87%
VFHVanguard Financials ETF
1.46 B USD9.74%
The Vanguard Group, Inc.
Passive
Financials
0.09%13.39 B USD126.87 USD−1.94%3.80+52.20%
SWDAiShares Core MSCI World UCITS ETF1.36 B USD1.00%
BlackRock, Inc.
Passive
Total market
0.20%132.8 B USD9,786 GBX−0.84%0.54+51.53%
IWDGiShares Core MSCI World UCITS ETF Hedged GBP1.36 B USD1.00%
BlackRock, Inc.
Passive
Total market
0.30%1.18 B USD1,140.3 GBX−1.19%0.54+68.05%
IWDDiShares III PLC - iShares Core MSCI World UCITS ETF USD
1.36 B USD1.00%
BlackRock, Inc.
Passive
Total market
0.20%583.39 M USD7.4891 USD−0.44%0.06+25.03%
IWLEiShares Core MSCI World UCITS ETF Hedged (Dist)
1.36 B USD1.00%
BlackRock, Inc.
Passive
Total market
0.30%1.92 B USD9.9368 EUR−0.97%0.66+60.67%
DYNFiShares U.S. Equity Factor Rotation Active ETF
1.29 B USD3.95%
BlackRock, Inc.
Active
Total market
0.26%32.64 B USD60.57 USD−2.09%1.18+96.46%
VUSDVanguard S&P 500 UCITS ETF1.19 B USD1.49%
The Vanguard Group, Inc.
Passive
Large cap
0.07%49.69 B USD130.2425 USD−1.11%0.21+70.93%
VUAGVanguard S&P 500 UCITS ETF1.19 B USD1.49%
The Vanguard Group, Inc.
Passive
Large cap
0.07%30.78 B USD96.93 GBP−0.96%0.76+52.76%
IVWiShares S&P 500 Growth ETF
1.18 B USD1.84%
BlackRock, Inc.
Passive
Large cap
0.18%65.15 B USD119.49 USD−1.76%0.77+93.11%
ITOTiShares Core S&P Total U.S. Stock Market ETF
1.04 B USD1.26%
BlackRock, Inc.
Passive
Total market
0.03%82.92 B USD148.95 USD−1.60%1.27+68.67%
VVVanguard Large-Cap ETF
1.03 B USD1.53%
The Vanguard Group, Inc.
Passive
Large cap
0.03%47.79 B USD313.00 USD−1.55%1.85+75.83%
DGROiShares Core Dividend Growth ETF
1.02 B USD2.65%
BlackRock, Inc.
Passive
Total market
0.08%38.76 B USD73.28 USD−0.99%0.83+52.50%
MTUMiShares MSCI USA Momentum Factor ETF
989.7 M USD4.75%
BlackRock, Inc.
Passive
Total market
0.15%21.28 B USD250.20 USD−1.94%1.09+78.38%
SCHXSchwab U.S. Large-Cap ETF
869.34 M USD1.35%
The Charles Schwab Corp.
Passive
Large cap
0.03%64.5 B USD26.85 USD−1.61%1.07+71.49%
SPYGState Street SPDR Portfolio S&P 500 Growth ETF
829.98 M USD1.86%
State Street Corp.
Passive
Large cap
0.04%44.67 B USD103.45 USD−1.76%1.52+97.65%
G500Invesco S&P 500 UCITS ETF Hedged GBP765.73 M USD1.50%
Invesco Ltd.
Passive
Large cap
0.05%1.74 B USD8,859 GBX−1.15%1.35+71.21%
SPXSInvesco S&P 500 UCITS ETF765.73 M USD1.50%
Invesco Ltd.
Passive
Large cap
0.05%36.38 B USD13.705 USD−1.15%0.91+74.53%
SPXD.USDInvesco S&P 500 UCITS ETF
765.73 M USD1.50%
Invesco Ltd.
Passive
Large cap
0.05%9.92 B USD64.47 USD−0.39%0.43+74.50%
E500Invesco S&P 500 UCITS ETF
765.73 M USD1.50%
Invesco Ltd.
Passive
Large cap
0.05%3.16 B USD52.494 EUR−1.01%1.50+62.51%
SPMOInvesco S&P 500 Momentum ETF
711.72 M USD5.27%
Invesco Ltd.
Passive
Large cap
0.13%13.52 B USD118.27 USD−1.92%0.76+120.39%
SP5GMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap Daily Hedged to GBP D684.27 M USD2.44%
SAS Rue la Boétie
Passive
Large cap
0.05%1.73 B USD230.80 GBP−1.19%0.40+71.26%
LSPUMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap D USD684.27 M USD2.44%
SAS Rue la Boétie
Passive
Large cap
0.05%4.15 B USD70.3850 USD−1.06%0.31+74.46%
LYSPHMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap Daily Hedged to CHF D
684.27 M USD2.44%
SAS Rue la Boétie
Passive
Large cap
0.07%138.07 M USD256.50 CHF+0.33%0.17+52.37%
LU2266995542Multi Units Luxembourg SICAV - Amundi Core S&P 500 Swap S Capitalisation
684.27 M USD2.44%
SAS Rue la Boétie
Passive
Large cap
0.09%—190.68 USD−0.01%—−9.84%
SPXAmundi Core S&P 500 Swap UCITS ETF EUR Dist
684.27 M USD2.44%
SAS Rue la Boétie
Passive
Large cap
0.05%3.25 B USD59.34 EUR−1.03%1.65+57.69%
SP5CMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap C-EUR
684.27 M USD2.44%
SAS Rue la Boétie
Passive
Large cap
0.09%15.36 B USD418.34 EUR−1.09%0.28+57.69%
SP5HMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap Daily Hedged D EUR
684.27 M USD2.44%
SAS Rue la Boétie
Passive
Large cap
0.07%1.7 B USD333.25 EUR−1.10%0.60+63.13%
VTVanguard Total World Stock Index ETF
642.27 M USD0.83%
The Vanguard Group, Inc.
Passive
Total market
0.06%64.49 B USD145.96 USD−1.37%0.97+68.66%
IWBiShares Russell 1000 ETF
603.14 M USD1.31%
BlackRock, Inc.
Passive
Large cap
0.15%46.77 B USD373.29 USD−1.58%1.53+69.97%
CGDVCapital Group Dividend Value ETF
598.92 M USD2.00%
The Capital Group Cos., Inc.
Active
Total market
0.33%30.54 B USD45.29 USD−0.83%1.08+30.25%
OEFiShares S&P 100 Fund
566.44 M USD1.99%
BlackRock, Inc.
Passive
Large cap
0.20%28.92 B USD335.05 USD−1.70%0.86+86.74%
DFUVDimensional US Marketwide Value ETF
553 M USD3.90%
Dimensional Holdings, Inc.
Active
Total market
0.21%14.13 B USD49.94 USD−1.56%1.09+26.09%
LEMAMulti Units LU - Amundi MSCI Emerging Markets II545.76 M USD5.96%
SAS Rue la Boétie
Passive
Total market
0.14%4.64 B USD77.91 USD−0.36%2.39+66.25%
AE5AMulti Units LU - Amundi MSCI Emerging Markets II
545.76 M USD5.96%
SAS Rue la Boétie
Passive
Total market
0.14%4.86 B USD57.538 EUR−0.40%0.64+50.17%
MGVVanguard Mega Cap Value ETF
514.03 M USD4.72%
The Vanguard Group, Inc.
Passive
Large cap
0.05%11.72 B USD151.70 USD−1.01%0.78+56.47%
VWRLVanguard FTSE All-World UCITS ETF491.63 M USD0.92%
The Vanguard Group, Inc.
Passive
Total market
0.19%23.09 B USD125.67 GBP−0.78%0.67+49.98%
VWRAVanguard FTSE All-World UCITS ETF Accum USD491.63 M USD0.92%
The Vanguard Group, Inc.
Passive
Total market
0.19%35.32 B USD175.38 USD−0.97%0.68+67.81%
SCHBSchwab U.S. Broad Market ETF
491.11 M USD1.26%
The Charles Schwab Corp.
Passive
Total market
0.03%38.96 B USD26.29 USD−1.57%1.32+68.84%
SPYLSPDR S&P 500 UCITS ETF Accum- USD491.01 M USD1.42%
State Street Corp.
Passive
Large cap
0.03%13.75 B USD16.910 USD−1.09%0.65+19.37%
SPY5SPDR S&P 500 UCITS ETF491.01 M USD1.42%
State Street Corp.
Passive
Large cap
0.03%17.73 B USD686.74 USD−1.09%0.49+73.64%
SPPESPDR S&P 500 UCITS ETF
491.01 M USD1.42%
State Street Corp.
Passive
Large cap
0.05%2.82 B USD16.7585 EUR−1.05%0.31+63.01%
IUSGiShares Core S&P U.S. Growth ETF
466.48 M USD1.74%
BlackRock, Inc.
Passive
Total market
0.04%27.22 B USD163.69 USD−1.71%0.84+90.61%
IVEiShares S&P 500 Value ETF
466.07 M USD0.94%
BlackRock, Inc.
Passive
Large cap
0.18%50.33 B USD218.98 USD−1.36%0.99+48.04%
VONVVanguard Russell 1000 Value ETF
465.69 M USD2.92%
The Vanguard Group, Inc.
Passive
Large cap
0.06%15.56 B USD97.52 USD−1.17%1.11+49.48%
KBWBInvesco KBW Bank ETF
447.57 M USD7.12%
Invesco Ltd.
Passive
Financials
0.35%6.41 B USD85.34 USD−3.21%1.04+64.94%
SCHVSchwab U.S. Large-Cap Value ETF
442.19 M USD2.85%
The Charles Schwab Corp.
Passive
Large cap
0.04%15.51 B USD31.85 USD−1.09%0.85+49.04%
IYFiShares U.S. Financial ETF
440.82 M USD10.99%
BlackRock, Inc.
Passive
Financials
0.38%4.09 B USD123.32 USD−1.86%1.63+59.13%
DFACDimensional U.S. Core Equity 2 ETF
431.53 M USD1.01%
Dimensional Holdings, Inc.
Active
Total market
0.17%42.32 B USD40.65 USD−1.57%1.01+60.33%
VOOGVanguard S&P 500 Growth ETF
419.91 M USD1.90%
The Vanguard Group, Inc.
Passive
Large cap
0.07%22.15 B USD430.93 USD−1.77%1.15+97.44%
EEDSiShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Unhedged USD410.23 M USD1.56%
BlackRock, Inc.
Passive
Total market
0.10%15.27 B USD11.784 USD−1.31%0.55+66.13%
EDMGiShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Hedged GBP410.23 M USD1.56%
BlackRock, Inc.
Passive
Total market
0.10%632.82 M USD6.914 GBP−1.41%1.03+15.44%
CBUCiShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Accum Shs Hedged EUR
410.23 M USD1.56%
BlackRock, Inc.
Passive
Total market
0.10%2.09 B USD6.928 EUR−1.31%2.28+56.02%
EDMUiShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Accum Shs Unhedged USD
410.23 M USD1.56%
BlackRock, Inc.
Passive
Total market
0.07%8.38 B USD10.302 EUR−1.21%1.03+50.08%
RDVYFirst Trust Rising Dividend Achievers ETF
395.15 M USD1.91%
AJM Ventures LLC
Passive
Large cap
0.47%20.7 B USD71.34 USD−1.83%1.08+57.88%
VGSVanguard MSCI Index International Shares ETF
368.14 M USD1.07%
The Vanguard Group, Inc.
Passive
Total market
0.18%—146.74 AUD−1.22%1.16+67.27%
FNDXSchwab Fundamental U.S. Large Company ETF
363.77 M USD1.50%
The Charles Schwab Corp.
Passive
Large cap
0.25%24.38 B USD28.79 USD−1.37%1.31+60.14%
XMUSXtrackers MSCI USA SWAP UCITS ETF Capitalisation 1C317.47 M USD3.81%
Deutsche Bank AG
Passive
Total market
0.15%5.16 B USD15,003 GBX−1.10%0.12+55.31%
XUSDXtrackers MSCI USA Swap UCITS ETF317.47 M USD3.81%
Deutsche Bank AG
Passive
Total market
0.07%3.17 B USD124.67 USD−1.32%0.14+19.14%
SPYVState Street SPDR Portfolio S&P 500 Value ETF
315.29 M USD0.95%
State Street Corp.
Passive
Large cap
0.04%33.06 B USD58.66 USD−1.33%0.88+50.23%
DGRWWisdomTree U.S. Quality Dividend Growth Fund
304.43 M USD1.88%
WisdomTree, Inc.
Passive
Total market
0.28%16.4 B USD92.51 USD−1.21%1.02+53.99%
IUSAiShares Core S&P 500 UCITS ETF USD (Dist)289.49 M USD1.43%
BlackRock, Inc.
Passive
Large cap
0.07%20.32 B USD5,020.00 GBX−1.02%0.73+54.68%
SDUSiShares IV PLC - iShares MSCI USA Screened UCITS ETF USD286.57 M USD1.52%
BlackRock, Inc.
Passive
Total market
0.07%1.55 B USD12.978 USD−1.43%1.11+78.46%
SASUiShares IV PLC - iShares MSCI USA Screened UCITS ETF Accum Shs Unhedged USD286.57 M USD1.52%
BlackRock, Inc.
Passive
Total market
0.07%16.22 B USD14.126 USD−1.23%1.49+78.48%
DIVOAmplify CWP Enhanced Dividend Income ETF
281.08 M USD4.33%
Amplify Holding Co. LLC
Active
Large cap
0.56%6.5 B USD46.54 USD−0.96%1.09+52.62%
QDVHiShares S&P 500 Financials Sector UCITS ETF
271.94 M USD11.18%
BlackRock, Inc.
Passive
Financials
0.15%2.47 B USD12.826 EUR−2.14%0.47+34.31%
XLGInvesco S&P 500 Top 50 ETF
266.73 M USD2.37%
Invesco Ltd.
Passive
Large cap
0.20%11.28 B USD57.24 USD−1.70%0.88+97.43%
XDWGXtrackers MSCI World UCITS ETF260.97 M USD1.00%
Deutsche Bank AG
Passive
Total market
0.29%440.71 M USD29.00 GBP−1.06%0.53+68.67%
XWCHXtrackers MSCI World UCITS ETF Accum -3D- Hedged CHF
260.97 M USD1.00%
Deutsche Bank AG
Passive
Total market
0.17%50.75 M USD11.710 CHF−0.64%2.70+16.46%
XDWDXtrackers MSCI World UCITS ETF
260.97 M USD1.00%
Deutsche Bank AG
Passive
Total market
0.12%19.8 B USD122.950 EUR−0.90%0.59+53.65%
XWEUXtrackers MSCI World UCITS ETF Accum -2C- Hedged EUR
260.97 M USD1.00%
Deutsche Bank AG
Passive
Total market
0.17%434.78 M USD12.8635 EUR−0.89%0.24+19.42%
XDWLXtrackers MSCI World UCITS ETF
260.97 M USD1.00%
Deutsche Bank AG
Passive
Total market
0.12%5.51 B USD102.265 EUR−0.94%0.17+53.84%
ZSPBMO S&P 500 Index ETF
256.96 M USD1.41%
Bank of Montreal
Passive
Large cap
0.09%15.69 B USD101.87 CAD−1.26%0.80+76.45%
ZSP.UBMO S&P 500 Index ETF USD
256.96 M USD1.41%
Bank of Montreal
Passive
Large cap
0.09%2.45 B USD74.80 USD−1.58%0.63+73.40%
ISADiShares V PLC - iShares MSCI ACWI UCITS ETF - USD245.26 M USD0.88%
BlackRock, Inc.
Passive
Total market
0.20%2.65 M USD3.7955 GBP−0.84%10.12—
ISACiShares MSCI ACWI UCITS ETF245.26 M USD0.88%
BlackRock, Inc.
Passive
Total market
0.20%27.02 B USD112.20 USD−0.92%1.09+69.65%
IYGiShares U.S. Financial Services ETF
245.16 M USD12.26%
BlackRock, Inc.
Passive
Financials
0.38%2.05 B USD87.33 USD−2.23%1.38+56.82%
DFUSDimensional U.S. Equity Market ETF
241 M USD1.30%
Dimensional Holdings, Inc.
Active
Total market
0.09%18.51 B USD74.23 USD−1.63%0.89+71.64%
ACWIiShares MSCI ACWI ETF
240.37 M USD0.88%
BlackRock, Inc.
Passive
Total market
0.32%27.34 B USD145.65 USD−1.39%1.97+69.62%
FNCLFidelity MSCI Financials Index ETF
236.36 M USD9.93%
FMR LLC
Passive
Financials
0.08%2.38 B USD73.82 USD−2.06%1.08+49.88%
DFLVDimensional US Large Cap Value ETF
233.93 M USD4.44%
Dimensional Holdings, Inc.
Active
Large cap
0.22%5.25 B USD36.66 USD−1.53%1.52+26.19%
IWViShares Russell 3000 Fund
229.91 M USD1.25%
BlackRock, Inc.
Passive
Total market
0.20%18.69 B USD387.63 USD−1.59%1.44+67.98%
FDVVFidelity High Dividend ETF
229.39 M USD2.58%
FMR LLC
Passive
High dividend yield
0.15%8.82 B USD59.03 USD−1.45%0.92+66.40%
AVLVAvantis U.S. Large Cap Value ETF
225.46 M USD2.13%
American Century Cos., Inc.
Active
Large cap
0.15%10.61 B USD82.76 USD−1.44%1.99+60.67%
IUSViShares Core S&P U.S. Value ETF
217.92 M USD0.89%
BlackRock, Inc.
Passive
Total market
0.04%24.92 B USD106.19 USD−1.30%1.12+47.68%
THROiShares U.S. Thematic Rotation Active ETF
214.33 M USD2.76%
BlackRock, Inc.
Active
Theme
0.57%7.77 B USD37.98 USD−1.63%1.25+72.63%
VHYAVanguard Funds PLC - Vanguard FTSE All-World High Dividend Yield UCITS ETF AccumUSD209.34 M USD2.25%
The Vanguard Group, Inc.
Passive
High dividend yield
0.29%2.12 B USD101.34 USD−0.47%0.35+61.80%
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