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JP Morgan Chase & Co.JP Morgan Chase & Co.JP Morgan Chase & Co.

JP Morgan 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
Mkt value
Weight
Issuer
Management style
Focus
Expense ratio
AUM
Price
Chg %
Rel vol
NAV total return
3Y
VTIVanguard Morningstar Total Stock Market ETF
30.01 B USD1.31%
The Vanguard Group, Inc.
Passive
Total market
0.03%696.38 B USD379.96 USD−0.57%0.19+83.16%
VOOVanguard S&P 500 ETF
24.74 B USD1.46%
The Vanguard Group, Inc.
Passive
Large cap
0.03%1.05 T USD706.17 USD−0.58%0.18+84.23%
IVViShares Core S&P 500 ETF
13.05 B USD1.45%
BlackRock, Inc.
Passive
Large cap
0.03%905.56 B USD771.96 USD−0.56%0.09+84.24%
SPYSPDR S&P 500 ETF TRUST
11.87 B USD1.45%
State Street Corp.
Passive
Large cap
0.09%822.45 B USD768.28 USD−0.57%0.14+83.77%
VTVVanguard Morningstar Value ETF
8.98 B USD3.49%
The Vanguard Group, Inc.
Passive
Large cap
0.03%194.6 B USD227.11 USD+0.18%0.10+70.56%
XLFState Street Financial Select Sector SPDR ETF
6.84 B USD11.90%
State Street Corp.
Passive
Financials
0.08%58.11 B USD57.86 USD+0.48%0.13+77.78%
VIGVanguard Div Appreciation ETF
5.33 B USD4.06%
The Vanguard Group, Inc.
Passive
Total market
0.04%114.4 B USD244.70 USD+0.14%0.11+60.67%
VYMVanguard High Dividend Yield ETF
3.79 B USD3.81%
The Vanguard Group, Inc.
Passive
High dividend yield
0.04%84.3 B USD165.89 USD+0.13%0.11+68.51%
SPYMState Street SPDR Portfolio S&P 500 ETF
2.48 B USD1.45%
State Street Corp.
Passive
Large cap
0.02%171.89 B USD90.43 USD−0.59%0.26+84.22%
0A3DiShares Core S&P 500 UCITS ETF2.32 B USD1.44%
BlackRock, Inc.
Passive
Large cap
0.12%1.09 B USD1,907.9 MXN−0.05%0.11+105.92%
CSPXiShares Core S&P 500 UCITS ETF2.32 B USD1.44%
BlackRock, Inc.
Passive
Large cap
0.07%157.39 B USD829.89 USD−0.92%0.56+82.98%
GSPXiShares Core S&P 500 UCITS ETF2.32 B USD1.44%
BlackRock, Inc.
Passive
Large cap
0.10%2.08 B USD12.904 GBP−1.01%0.25+79.92%
IWDiShares Russell 1000 Value ETF
2.15 B USD2.57%
BlackRock, Inc.
Passive
Large cap
0.18%84.62 B USD257.33 USD+0.28%0.23+72.84%
DIAState Street SPDR Dow Jones Industrial Average ETF Trust
1.87 B USD4.01%
State Street Corp.
Passive
Large cap
0.16%46.78 B USD533.57 USD−0.12%0.22+62.33%
SWDAiShares Core MSCI World UCITS ETF1.61 B USD1.04%
BlackRock, Inc.
Passive
Total market
0.20%149.73 B USD10,914 GBX−0.75%1.23+69.38%
IWDGiShares Core MSCI World UCITS ETF Hedged GBP1.61 B USD1.04%
BlackRock, Inc.
Passive
Total market
0.30%1.37 B USD1,267.0 GBX−0.78%0.26+78.89%
IWDDiShares III PLC - iShares Core MSCI World UCITS ETF USD
1.61 B USD1.04%
BlackRock, Inc.
Passive
Total market
0.20%931.86 M USD8.2000 USD−0.83%0.90+38.09%
IWLEiShares Core MSCI World UCITS ETF Hedged (Dist)
1.61 B USD1.04%
BlackRock, Inc.
Passive
Total market
0.30%2.14 B USD10.9235 EUR−0.74%0.36+70.69%
DYNFiShares U.S. Equity Factor Rotation Active ETF
1.58 B USD3.82%
BlackRock, Inc.
Active
Total market
0.26%41.46 B USD69.62 USD−0.77%0.04+102.34%
VFHVanguard Financials ETF
1.55 B USD10.14%
The Vanguard Group, Inc.
Passive
Financials
0.09%13.93 B USD141.67 USD+0.36%0.08+81.68%
IVWiShares S&P 500 Growth ETF
1.4 B USD1.80%
BlackRock, Inc.
Passive
Large cap
0.18%77.76 B USD139.79 USD−1.20%0.12+107.64%
DGROiShares Core Dividend Growth ETF
1.39 B USD3.20%
BlackRock, Inc.
Passive
Total market
0.08%43.86 B USD79.75 USD+0.52%0.15+64.93%
ITOTiShares Core S&P Total U.S. Stock Market ETF
1.26 B USD1.28%
BlackRock, Inc.
Passive
Total market
0.03%98.42 B USD168.70 USD−0.57%0.08+83.14%
VUAGVanguard S&P 500 UCITS ETF1.06 B USD1.23%
The Vanguard Group, Inc.
Passive
Large cap
0.07%36.01 B USD109.94 GBP−0.78%0.77+72.24%
VUSDVanguard S&P 500 UCITS ETF1.06 B USD1.23%
The Vanguard Group, Inc.
Passive
Large cap
0.07%54.06 B USD146.1095 USD−0.86%0.41+82.96%
SCHXSchwab U.S. Large-Cap ETF
1.03 B USD1.38%
The Charles Schwab Corp.
Passive
Large cap
0.03%74.98 B USD30.31 USD−0.57%0.06+84.15%
SPYGState Street SPDR Portfolio S&P 500 Growth ETF
999.03 M USD1.80%
State Street Corp.
Passive
Large cap
0.04%55.61 B USD121.02 USD−1.19%0.47+108.46%
VVVanguard Morningstar Large-Cap ETF
886.83 M USD1.19%
The Vanguard Group, Inc.
Passive
Large cap
0.03%54.94 B USD354.03 USD−0.56%0.16+85.39%
CGDVCapital Group Dividend Value ETF
849.8 M USD2.18%
The Capital Group Cos., Inc.
Active
Total market
0.33%39.19 B USD50.47 USD−0.61%0.13+46.90%
VTVanguard Total World Stock Index ETF
797.11 M USD0.80%
The Vanguard Group, Inc.
Passive
Total market
0.06%82.03 B USD160.62 USD−0.75%0.17+80.51%
SPXSInvesco S&P 500 UCITS ETF784.04 M USD1.39%
Invesco Ltd.
Passive
Large cap
0.05%43.72 B USD15.462 USD−0.90%0.27+83.84%
G500Invesco S&P 500 UCITS ETF Hedged GBP784.04 M USD1.39%
Invesco Ltd.
Passive
Large cap
0.05%2.12 B USD9,956 GBX−0.81%1.30+81.31%
SPXD.USDInvesco S&P 500 UCITS ETF
784.04 M USD1.39%
Invesco Ltd.
Passive
Large cap
0.05%10.42 B USD71.50 USD−0.82%0.23+83.82%
E500Invesco S&P 500 UCITS ETF
784.04 M USD1.39%
Invesco Ltd.
Passive
Large cap
0.05%3.23 B USD58.414 EUR−0.86%1.78+71.71%
LSPUMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap D USD727.02 M USD2.18%
SAS Rue la Boétie
Passive
Large cap
0.05%5.41 B USD79.3975 USD−0.96%4.46+83.80%
SP5GMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap Daily Hedged to GBP D727.02 M USD2.18%
SAS Rue la Boétie
Passive
Large cap
0.05%2.01 B USD259.59 GBP−0.98%0.25+81.44%
LYSPHMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap Daily Hedged to CHF D
727.02 M USD2.18%
SAS Rue la Boétie
Passive
Large cap
0.07%158.33 M USD280.75 CHF−0.30%0.34+60.59%
LU2266995542Multi Units Luxembourg SICAV - Amundi Core S&P 500 Swap S Capitalisation
727.02 M USD2.18%
SAS Rue la Boétie
Passive
Large cap
0.09%—213.95 USD−0.51%—−9.84%
SP5CMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap C-EUR
727.02 M USD2.18%
SAS Rue la Boétie
Passive
Large cap
0.05%18.06 B USD483.50 EUR−0.87%0.46+65.72%
SPXAmundi Core S&P 500 Swap UCITS ETF EUR Dist
727.02 M USD2.18%
SAS Rue la Boétie
Passive
Large cap
0.05%3.72 B USD68.64 EUR−0.79%0.67+72.47%
SP5HMulti Units Luxembourg SICAV - Amundi Core S&P 500 Swap Daily Hedged D EUR
727.02 M USD2.18%
SAS Rue la Boétie
Passive
Large cap
0.07%1.39 B USD370.75 EUR−0.94%0.21+72.36%
DFUVDimensional US Marketwide Value ETF
715.22 M USD4.49%
Dimensional Holdings, Inc.
Active
Total market
0.21%15.98 B USD57.49 USD−0.08%0.03+43.96%
IWBiShares Russell 1000 ETF
668.27 M USD1.35%
BlackRock, Inc.
Passive
Large cap
0.15%49.86 B USD421.04 USD−0.54%0.05+82.82%
SPPESSGA SPDR ETFs Europe I PLC - State Street SPDR S&P 500 UCITS ETF Accum Hedged EUR
644.27 M USD1.45%
State Street Corp.
Passive
Large cap
0.05%3.17 B USD18.6740 EUR−0.86%4.60+72.35%
SPY5State Street SPDR S&P 500 UCITS ETF USD
644.27 M USD1.45%
State Street Corp.
Passive
Large cap
0.03%21.89 B USD664.82 EUR−0.87%0.32+71.85%
SPYLState Street SPDR S&P 500 UCITS ETF Accum shs - USD
644.27 M USD1.45%
State Street Corp.
Passive
Large cap
0.03%19 B USD16.4545 EUR−0.86%1.27+19.67%
MGVVanguard Morningstar Mega Cap Value ETF
599.45 M USD4.46%
The Vanguard Group, Inc.
Passive
Large cap
0.05%13.82 B USD168.61 USD+0.13%0.09+72.75%
KBWBInvesco KBW Bank ETF
592.65 M USD8.47%
Invesco Ltd.
Passive
Financials
0.35%7.04 B USD99.17 USD−0.10%0.10+156.05%
VONVVanguard Russell 1000 Value ETF
588.1 M USD2.54%
The Vanguard Group, Inc.
Passive
Large cap
0.06%22.18 B USD112.84 USD+0.26%0.05+73.42%
SCHBSchwab U.S. Broad Market ETF
579.67 M USD1.29%
The Charles Schwab Corp.
Passive
Total market
0.03%45.18 B USD29.74 USD−0.62%0.11+83.20%
IUSGiShares Core S&P U.S. Growth ETF
579.07 M USD1.71%
BlackRock, Inc.
Passive
Total market
0.04%33.95 B USD191.25 USD−1.21%0.07+105.74%
EDMGiShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Hedged GBP540.07 M USD1.76%
BlackRock, Inc.
Passive
Total market
0.10%556.96 M USD7.772 GBP−0.66%0.17+28.97%
EEDSiShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Unhedged USD540.07 M USD1.76%
BlackRock, Inc.
Passive
Total market
0.10%18.73 B USD13.277 USD−0.79%0.02+76.16%
CBUCiShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Accum Shs Hedged EUR
540.07 M USD1.76%
BlackRock, Inc.
Passive
Total market
0.10%1.79 B USD7.732 EUR−0.78%0.49+65.58%
EDMUiShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Accum Shs Unhedged USD
540.07 M USD1.76%
BlackRock, Inc.
Passive
Total market
0.07%9.62 B USD11.940 EUR−0.78%0.41+65.42%
DFACDimensional U.S. Core Equity 2 ETF
540 M USD1.08%
Dimensional Holdings, Inc.
Active
Total market
0.17%49.99 B USD45.83 USD−0.47%0.05+75.42%
RDVYFirst Trust Rising Dividend Achievers ETF
526.84 M USD2.04%
AJM Ventures LLC
Passive
Large cap
0.47%25.94 B USD83.03 USD−0.42%0.09+83.87%
IVEiShares S&P 500 Value ETF
513.08 M USD1.03%
BlackRock, Inc.
Passive
Large cap
0.18%50.41 B USD237.27 USD+0.27%0.07+57.44%
VWRLVanguard FTSE All-World UCITS ETF497.89 M USD0.65%
The Vanguard Group, Inc.
Passive
Total market
0.14%27.37 B USD138.63 GBP−0.94%0.71+69.51%
VWRAVanguard FTSE All-World UCITS ETF Accum USD497.89 M USD0.65%
The Vanguard Group, Inc.
Passive
Total market
0.14%56.92 B USD193.72 USD−1.07%1.25+80.79%
IYFiShares U.S. Financial ETF
495.76 M USD11.35%
BlackRock, Inc.
Passive
Financials
0.38%4.41 B USD137.42 USD+0.30%0.21+89.08%
SCHVSchwab U.S. Large-Cap Value ETF
480.66 M USD2.98%
The Charles Schwab Corp.
Passive
Large cap
0.04%16.18 B USD35.20 USD−0.34%0.08+69.32%
VOOGVanguard S&P 500 Growth ETF
479.42 M USD1.84%
The Vanguard Group, Inc.
Passive
Large cap
0.07%27.46 B USD83.97 USD−1.27%0.22+108.28%
FNDXSchwab Fundamental U.S. Large Company ETF
453.79 M USD1.65%
The Charles Schwab Corp.
Passive
Large cap
0.25%27.71 B USD32.52 USD+0.02%0.17+79.53%
AVLVAvantis U.S. Large Cap Value ETF
443.19 M USD2.38%
American Century Cos., Inc.
Active
Large cap
0.15%18.7 B USD94.65 USD+0.06%0.17+84.09%
VGSVanguard MSCI Index International Shares ETF
430.05 M USD1.06%
The Vanguard Group, Inc.
Passive
Total market
0.18%—162.00 AUD−0.82%1.53+62.87%
OEFiShares S&P 100 Fund
411.19 M USD2.01%
BlackRock, Inc.
Passive
Large cap
0.20%20.57 B USD378.35 USD−0.61%0.15+92.41%
DIVOAmplify CWP Enhanced Dividend Income ETF
382.61 M USD4.86%
Amplify Holding Co. LLC
Active
Large cap
0.56%7.89 B USD48.44 USD+0.08%0.14+58.71%
SPYVState Street SPDR Portfolio S&P 500 Value ETF
375.47 M USD1.03%
State Street Corp.
Passive
Large cap
0.04%36.87 B USD63.52 USD+0.24%0.06+57.96%
ISADiShares V PLC - iShares MSCI ACWI UCITS ETF - USD345.78 M USD0.93%
BlackRock, Inc.
Passive
Total market
0.20%23.44 M USD4.2130 GBP−0.77%0.06—
ISACiShares MSCI ACWI UCITS ETF345.78 M USD0.93%
BlackRock, Inc.
Passive
Total market
0.20%36.17 B USD124.14 USD−1.10%0.40+81.18%
IUSAiShares Core S&P 500 UCITS ETF USD (Dist)337.26 M USD1.45%
BlackRock, Inc.
Passive
Large cap
0.07%23.39 B USD5,669.08 GBX−0.79%0.61+72.00%
DFLVDimensional US Large Cap Value ETF
336.79 M USD4.79%
Dimensional Holdings, Inc.
Active
Large cap
0.21%7.08 B USD42.03 USD+0.07%0.06+43.37%
SDUSiShares IV PLC - iShares MSCI USA Screened UCITS ETF USD329.55 M USD1.56%
BlackRock, Inc.
Passive
Total market
0.07%1.71 B USD14.712 USD−0.98%1.09+87.74%
SASUiShares IV PLC - iShares MSCI USA Screened UCITS ETF Accum Shs Unhedged USD329.55 M USD1.56%
BlackRock, Inc.
Passive
Total market
0.07%18.67 B USD16.042 USD−1.02%0.71+87.76%
XDWGXtrackers MSCI World UCITS ETF322.58 M USD1.05%
Deutsche Bank AG
Passive
Total market
0.29%525.42 M USD32.24 GBP−0.93%1.07+78.07%
XWCHXtrackers MSCI World UCITS ETF Accum -3D- Hedged CHF
322.58 M USD1.05%
Deutsche Bank AG
Passive
Total market
0.17%61.06 M USD12.800 CHF−0.82%0.06+27.76%
XDWLXtrackers MSCI World UCITS ETF
322.58 M USD1.05%
Deutsche Bank AG
Passive
Total market
0.12%5.57 B USD115.645 EUR−0.73%0.54+68.98%
XWEUXtrackers MSCI World UCITS ETF Accum -2C- Hedged EUR
322.58 M USD1.05%
Deutsche Bank AG
Passive
Total market
0.17%511.81 M USD14.2430 EUR−0.73%0.52+32.45%
XDWDXtrackers MSCI World UCITS ETF
322.58 M USD1.05%
Deutsche Bank AG
Passive
Total market
0.12%24.06 B USD139.765 EUR−0.73%0.54+68.77%
ACWIiShares MSCI ACWI ETF
307.52 M USD0.92%
BlackRock, Inc.
Passive
Total market
0.32%33.55 B USD160.68 USD−0.71%0.23+81.37%
DFUSDimensional U.S. Equity Market ETF
295.29 M USD1.35%
Dimensional Holdings, Inc.
Active
Total market
0.09%21.82 B USD84.10 USD−0.59%0.04+82.56%
ZSP.UBMO S&P 500 Index ETF USD
292.8 M USD1.46%
Bank of Montreal
Passive
Large cap
0.09%3.06 B USD84.37 USD−0.68%0.31+82.83%
ZSPBMO S&P 500 Index ETF
292.8 M USD1.46%
Bank of Montreal
Passive
Large cap
0.09%17.74 B USD117.11 CAD−0.55%0.10+87.20%
FDVVFidelity High Dividend ETF
291.84 M USD2.79%
FMR LLC
Passive
High dividend yield
0.15%10.57 B USD63.69 USD+0.07%0.15+75.91%
IYGiShares U.S. Financial Services ETF
291.52 M USD13.16%
BlackRock, Inc.
Passive
Financials
0.38%2.24 B USD97.54 USD+0.26%0.22+90.36%
QDVHiShares S&P 500 Financials Sector UCITS ETF
290.43 M USD11.82%
BlackRock, Inc.
Passive
Financials
0.15%2.45 B USD14.776 EUR−0.07%0.33+65.57%
IUSViShares Core S&P U.S. Value ETF
269.79 M USD0.97%
BlackRock, Inc.
Passive
Total market
0.04%28.08 B USD114.98 USD+0.25%0.12+57.78%
IWViShares Russell 3000 Fund
263.79 M USD1.29%
BlackRock, Inc.
Passive
Total market
0.20%20.53 B USD438.14 USD−0.48%0.04+81.93%
ESGUiShares ESG Aware MSCI USA ETF
260.96 M USD1.43%
BlackRock, Inc.
Passive
Total market
0.15%18.4 B USD168.38 USD−0.52%0.04+82.56%
FNCLFidelity MSCI Financials Index ETF
254.71 M USD10.56%
FMR LLC
Passive
Financials
0.08%2.38 B USD82.50 USD+0.33%0.26+72.95%
XLGInvesco S&P 500 Top 50 ETF
253.47 M USD2.32%
Invesco Ltd.
Passive
Large cap
0.20%10.98 B USD62.27 USD−0.97%2.23+87.24%
SWWDState Street SPDR MSCI World UCITS ETF - USD
234.86 M USD1.05%
State Street Corp.
Passive
Total market
0.12%545.54 K USD10.2895 USD−0.81%——
SPFHState Street SPDR MSCI World UCITS ETF Shs -Hedged- EUR
234.86 M USD1.05%
State Street Corp.
Passive
Total market
0.17%989.67 M USD16.4345 EUR−0.62%0.21+31.82%
SPPWState Street SPDR MSCI World UCITS ETF Accum Shs USD
234.86 M USD1.05%
State Street Corp.
Passive
Total market
0.12%20.9 B USD46.679 EUR−0.78%1.78+69.73%
SMTCAmundi Smart Overnight Return UCITS ETF C USD Capitalisation226.99 M USD0.90%
SAS Rue la Boétie
Passive
Investment grade
0.10%2.44 B USD1,317.4 USD−0.01%0.00+15.90%
CSH2Amundi Smart Overnight Return UCITS ETF C-GBP- Capitalisation226.99 M USD0.90%
SAS Rue la Boétie
Passive
Investment grade
0.10%2.36 B USD124,779 GBX+0.01%0.67+15.55%
SMOR.EURAmundi Smart Overnight Return UCITS ETF D EUR Distribution
226.99 M USD0.90%
SAS Rue la Boétie
Passive
Investment grade
0.10%592.53 M USD101.655 EUR0.00%0.33+9.91%
SMCHAmundi Smart Overnight Return -UCITS ETF CHF Hedged- Capitalisation
226.99 M USD0.90%
SAS Rue la Boétie
Passive
Investment grade
0.10%2.49 M USD10.0245 CHF+0.00%0.03—
CSH2Amundi Smart Overnight Return UCITS ETF C EUR Capitalisation
226.99 M USD0.90%
SAS Rue la Boétie
Passive
Investment grade
0.10%8 B USD109.76 EUR0.00%0.14+9.92%
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