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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
30.32 B USD1.29%
The Vanguard Group, Inc.
Passive
Total market
0.03%690.32 B USD372.87 USD−0.37%0.43+83.34%
VOOVanguard S&P 500 ETF
25.34 B USD1.44%
The Vanguard Group, Inc.
Passive
Large cap
0.03%1.03 T USD697.84 USD−0.43%0.29+85.40%
IVViShares Core S&P 500 ETF
11.74 B USD1.33%
BlackRock, Inc.
Passive
Large cap
0.03%883.41 B USD762.66 USD−0.42%0.13+85.40%
SPYSPDR S&P 500 ETF TRUST
10.79 B USD1.33%
State Street Corp.
Passive
Large cap
0.09%811.18 B USD759.18 USD−0.45%0.29+84.95%
VTVVanguard Morningstar Value ETF
9.12 B USD3.47%
The Vanguard Group, Inc.
Passive
Large cap
0.03%185.76 B USD214.98 USD−0.51%0.34+69.09%
XLFState Street Financial Select Sector SPDR ETF
5.95 B USD11.68%
State Street Corp.
Passive
Financials
0.08%51.57 B USD52.88 USD−0.98%0.39+69.91%
VIGVanguard Div Appreciation ETF
5.4 B USD4.07%
The Vanguard Group, Inc.
Passive
Total market
0.04%109.91 B USD232.45 USD−0.37%0.56+58.64%
VYMVanguard High Dividend Yield ETF
3.86 B USD3.83%
The Vanguard Group, Inc.
Passive
High dividend yield
0.04%79.61 B USD154.39 USD−0.52%0.51+64.89%
SPYMState Street SPDR Portfolio S&P 500 ETF
2.31 B USD1.33%
State Street Corp.
Passive
Large cap
0.02%174.06 B USD89.36 USD−0.45%0.22+85.38%
CSPXiShares Core S&P 500 UCITS ETF2.1 B USD1.33%
BlackRock, Inc.
Passive
Large cap
0.07%154.85 B USD823.94 USD−1.02%1.77+84.14%
GSPXiShares Core S&P 500 UCITS ETF2.1 B USD1.33%
BlackRock, Inc.
Passive
Large cap
0.10%1.99 B USD12.756 GBP−1.06%1.06+81.38%
0A3DiShares Core S&P 500 UCITS ETF2.1 B USD1.33%
BlackRock, Inc.
Passive
Large cap
0.12%992.55 M USD1,879.0 MXN−1.12%0.11+106.63%
IWDiShares Russell 1000 Value ETF
1.97 B USD2.43%
BlackRock, Inc.
Passive
Large cap
0.18%81.33 B USD246.83 USD−0.44%0.47+74.20%
DIAState Street SPDR Dow Jones Industrial Average ETF Trust
1.69 B USD3.85%
State Street Corp.
Passive
Large cap
0.16%44.24 B USD504.99 USD−0.70%0.49+59.57%
VFHVanguard Financials ETF
1.54 B USD10.13%
The Vanguard Group, Inc.
Passive
Financials
0.09%12.84 B USD128.79 USD−1.00%0.16+72.55%
IWDGiShares Core MSCI World UCITS ETF Hedged GBP1.49 B USD0.98%
BlackRock, Inc.
Passive
Total market
0.30%1.32 B USD1,247.5 GBX−1.07%0.77+77.93%
SWDAiShares Core MSCI World UCITS ETF1.49 B USD0.98%
BlackRock, Inc.
Passive
Total market
0.20%147.73 B USD10,970 GBX−0.72%0.37+64.00%
IWDDiShares III PLC - iShares Core MSCI World UCITS ETF USD
1.49 B USD0.98%
BlackRock, Inc.
Passive
Total market
0.20%714.05 M USD8.0335 USD−1.13%0.16+35.57%
IWLEiShares Core MSCI World UCITS ETF Hedged (Dist)
1.49 B USD0.98%
BlackRock, Inc.
Passive
Total market
0.30%2.08 B USD10.7195 EUR−1.26%0.77+69.52%
DYNFiShares U.S. Equity Factor Rotation Active ETF
1.37 B USD3.27%
BlackRock, Inc.
Active
Total market
0.26%41.9 B USD69.00 USD−0.38%0.11+102.94%
VUSDVanguard S&P 500 UCITS ETF1.29 B USD1.44%
The Vanguard Group, Inc.
Passive
Large cap
0.07%52.76 B USD144.7060 USD−0.99%5.27+84.12%
VUAGVanguard S&P 500 UCITS ETF1.29 B USD1.44%
The Vanguard Group, Inc.
Passive
Large cap
0.07%36.43 B USD111.86 GBP−0.52%1.26+68.22%
IVWiShares S&P 500 Growth ETF
1.27 B USD1.62%
BlackRock, Inc.
Passive
Large cap
0.18%78.23 B USD141.62 USD−0.45%0.32+109.88%
DGROiShares Core Dividend Growth ETF
1.17 B USD2.80%
BlackRock, Inc.
Passive
Total market
0.08%42.24 B USD75.08 USD−0.40%0.47+63.77%
ITOTiShares Core S&P Total U.S. Stock Market ETF
1.14 B USD1.19%
BlackRock, Inc.
Passive
Total market
0.03%96.11 B USD165.57 USD−0.43%0.24+83.36%
VVVanguard Morningstar Large-Cap ETF
1.11 B USD1.49%
The Vanguard Group, Inc.
Passive
Large cap
0.03%54.27 B USD350.20 USD−0.47%0.25+86.41%
SCHXSchwab U.S. Large-Cap ETF
929.75 M USD1.26%
The Charles Schwab Corp.
Passive
Large cap
0.03%74.04 B USD29.90 USD−0.34%0.30+84.71%
SPYGState Street SPDR Portfolio S&P 500 Growth ETF
917.47 M USD1.62%
State Street Corp.
Passive
Large cap
0.04%56.59 B USD122.61 USD−0.38%0.21+110.67%
SPXSInvesco S&P 500 UCITS ETF864.02 M USD1.45%
Invesco Ltd.
Passive
Large cap
0.12%43.52 B USD15.354 USD−0.99%4.37+80.22%
G500Invesco S&P 500 UCITS ETF Hedged GBP864.02 M USD1.45%
Invesco Ltd.
Passive
Large cap
0.05%2.05 B USD9,869 GBX−1.14%0.98+77.80%
SPXD.USDInvesco S&P 500 UCITS ETF
864.02 M USD1.45%
Invesco Ltd.
Passive
Large cap
0.05%10.3 B USD70.80 USD−0.85%0.07+80.21%
E500Invesco S&P 500 UCITS ETF
864.02 M USD1.45%
Invesco Ltd.
Passive
Large cap
0.05%3.22 B USD57.728 EUR−1.25%2.18+68.38%
VTVanguard Total World Stock Index ETF
814.81 M USD0.79%
The Vanguard Group, Inc.
Passive
Total market
0.06%82.11 B USD156.85 USD−0.63%0.53+80.00%
CGDVCapital Group Dividend Value ETF
798.64 M USD2.07%
The Capital Group Cos., Inc.
Active
Total market
0.33%38.68 B USD48.55 USD−0.61%0.38+41.77%
VWRAVanguard FTSE All-World UCITS ETF Accum USD751.94 M USD0.88%
The Vanguard Group, Inc.
Passive
Total market
0.14%60.23 B USD190.60 USD−1.18%0.99+80.84%
VWRLVanguard FTSE All-World UCITS ETF751.94 M USD0.88%
The Vanguard Group, Inc.
Passive
Total market
0.14%27.12 B USD139.43 GBP−0.61%0.89+65.23%
DFUVDimensional US Marketwide Value ETF
655.88 M USD4.32%
Dimensional Holdings, Inc.
Active
Total market
0.21%15.21 B USD54.73 USD−0.49%0.24+38.08%
MGVVanguard Morningstar Mega Cap Value ETF
613.17 M USD4.41%
The Vanguard Group, Inc.
Passive
Large cap
0.05%13.58 B USD160.05 USD−0.65%0.28+71.11%
IWBiShares Russell 1000 ETF
609.73 M USD1.26%
BlackRock, Inc.
Passive
Large cap
0.15%48.69 B USD414.42 USD−0.41%0.24+83.15%
VONVVanguard Russell 1000 Value ETF
604.44 M USD2.53%
The Vanguard Group, Inc.
Passive
Large cap
0.06%21.76 B USD108.25 USD−0.41%0.32+74.80%
SPY5State Street SPDR S&P 500 UCITS ETF USD
591.89 M USD1.34%
State Street Corp.
Passive
Large cap
0.03%21.29 B USD675.98 EUR−0.32%0.85+72.09%
SPYLState Street SPDR S&P 500 UCITS ETF Accum shs - USD
591.89 M USD1.34%
State Street Corp.
Passive
Large cap
0.03%19.23 B USD16.7640 EUR−0.33%1.41+20.97%
SPPESSGA SPDR ETFs Europe I PLC - State Street SPDR S&P 500 UCITS ETF Accum Hedged EUR
591.89 M USD1.34%
State Street Corp.
Passive
Large cap
0.05%3.06 B USD18.4645 EUR−1.19%0.57+73.69%
AVLVAvantis U.S. Large Cap Value ETF
561.24 M USD2.63%
American Century Cos., Inc.
Active
Large cap
0.15%21.46 B USD90.21 USD−0.25%0.20+80.58%
EDMGiShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Hedged GBP540.41 M USD1.74%
BlackRock, Inc.
Passive
Total market
0.12%683.61 M USD7.707 GBP−0.57%0.03+27.09%
EEDSiShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Unhedged USD540.41 M USD1.74%
BlackRock, Inc.
Passive
Total market
0.10%18.75 B USD13.116 USD−1.12%0.11+77.25%
CBUCiShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Accum Shs Hedged EUR
540.41 M USD1.74%
BlackRock, Inc.
Passive
Total market
0.10%2.06 B USD7.608 EUR−1.30%0.35+67.22%
EDMUiShares IV PLC - iShares MSCI USA CTB Enhanced ESG UCITS ETF Accum Shs Unhedged USD
540.41 M USD1.74%
BlackRock, Inc.
Passive
Total market
0.09%9.62 B USD12.104 EUR−0.38%0.77+63.97%
SCHBSchwab U.S. Broad Market ETF
528.15 M USD1.19%
The Charles Schwab Corp.
Passive
Total market
0.03%44.54 B USD29.20 USD−0.38%0.71+83.39%
IUSGiShares Core S&P U.S. Growth ETF
526.12 M USD1.55%
BlackRock, Inc.
Passive
Total market
0.04%34.03 B USD192.97 USD−0.40%0.26+107.42%
RDVYFirst Trust Rising Dividend Achievers ETF
503.43 M USD2.02%
AJM Ventures LLC
Passive
Large cap
0.47%25.08 B USD78.36 USD+0.09%0.34+79.47%
KBWBInvesco KBW Bank ETF
501.37 M USD8.10%
Invesco Ltd.
Passive
Financials
0.35%6.25 B USD85.24 USD−2.28%0.27+140.69%
DFACDimensional U.S. Core Equity 2 ETF
494.98 M USD1.02%
Dimensional Holdings, Inc.
Active
Total market
0.17%48.66 B USD44.29 USD−0.36%0.15+74.97%
VOOGVanguard S&P 500 Growth ETF
488.7 M USD1.80%
The Vanguard Group, Inc.
Passive
Large cap
0.07%27.69 B USD85.14 USD−0.40%0.80+110.51%
IVEiShares S&P 500 Value ETF
465.11 M USD0.97%
BlackRock, Inc.
Passive
Large cap
0.18%48.43 B USD227.22 USD−0.46%0.25+57.51%
SCHVSchwab U.S. Large-Cap Value ETF
451.98 M USD3.00%
The Charles Schwab Corp.
Passive
Large cap
0.04%15.2 B USD33.17 USD−0.42%0.29+67.05%
VGSVanguard MSCI Index International Shares ETF
439.52 M USD1.04%
The Vanguard Group, Inc.
Passive
Total market
0.18%—163.56 AUD+0.12%1.20+65.40%
FNDXSchwab Fundamental U.S. Large Company ETF
427.22 M USD1.58%
The Charles Schwab Corp.
Passive
Large cap
0.25%27.23 B USD31.36 USD−0.35%0.27+78.72%
IYFiShares U.S. Financial ETF
423.04 M USD11.29%
BlackRock, Inc.
Passive
Financials
0.37%3.79 B USD124.43 USD−0.98%0.07+77.87%
DIVOAmplify CWP Enhanced Dividend Income ETF
370.22 M USD4.72%
Amplify Holding Co. LLC
Active
Large cap
0.56%7.78 B USD46.26 USD−0.51%0.62+58.16%
OEFiShares S&P 100 Fund
366.68 M USD1.79%
BlackRock, Inc.
Passive
Large cap
0.20%20.45 B USD379.59 USD−0.65%0.27+95.12%
SPYVState Street SPDR Portfolio S&P 500 Value ETF
343.7 M USD0.97%
State Street Corp.
Passive
Large cap
0.04%35.78 B USD60.85 USD−0.47%0.23+58.03%
ISACiShares V PLC - iShares MSCI All Country World UCITS ETF Accum.Shs USD330.2 M USD0.87%
BlackRock, Inc.
Passive
Total market
0.20%36.74 B USD122.08 USD−1.09%0.94+81.26%
ISADiShares V PLC - iShares MSCI All Country World UCITS ETF - USD330.2 M USD0.87%
BlackRock, Inc.
Passive
Total market
0.20%38.75 M USD4.2380 GBP−0.62%1.98—
VHYAVanguard Funds PLC - Vanguard FTSE All-World High Dividend Yield UCITS ETF AccumUSD318.34 M USD2.13%
The Vanguard Group, Inc.
Passive
High dividend yield
0.29%3.44 B USD103.62 USD−1.52%0.60+72.42%
VHYLVanguard FTSE All-World High Dividend Yield UCITS ETF USD318.34 M USD2.13%
The Vanguard Group, Inc.
Passive
High dividend yield
0.29%11.21 B USD67.875 GBP−0.96%1.13+57.53%
DFLVDimensional US Large Cap Value ETF
317.48 M USD4.56%
Dimensional Holdings, Inc.
Active
Large cap
0.21%6.98 B USD39.99 USD−0.45%0.40+37.56%
SASUiShares IV PLC - iShares MSCI USA Screened UCITS ETF Accum Shs Unhedged USD307.38 M USD1.43%
BlackRock, Inc.
Passive
Total market
0.07%18.93 B USD15.968 USD−1.05%0.76+88.42%
SDUSiShares IV PLC - iShares MSCI USA Screened UCITS ETF USD307.38 M USD1.43%
BlackRock, Inc.
Passive
Total market
0.07%1.68 B USD14.642 USD−1.07%1.31+88.40%
IUSAiShares Core S&P 500 UCITS ETF USD (Dist)304.62 M USD1.33%
BlackRock, Inc.
Passive
Large cap
0.07%22.93 B USD5,755.50 GBX−0.53%1.67+67.80%
XDWGXtrackers MSCI World UCITS ETF302.59 M USD0.98%
Deutsche Bank AG
Passive
Total market
0.15%600.76 M USD31.67 GBP−1.11%5.38+78.92%
XWCHXtrackers MSCI World UCITS ETF Accum -3D- Hedged CHF
302.59 M USD0.98%
Deutsche Bank AG
Passive
Total market
0.15%61.33 M USD12.550 CHF−1.10%3.30+24.46%
XDWLXtrackers MSCI World UCITS ETF
302.59 M USD0.98%
Deutsche Bank AG
Passive
Total market
0.13%5.43 B USD115.930 EUR−0.44%1.73+67.43%
XDWDXtrackers MSCI World UCITS ETF
302.59 M USD0.98%
Deutsche Bank AG
Passive
Total market
0.13%24.38 B USD140.675 EUR−0.45%2.25+66.62%
XWEUXtrackers MSCI World UCITS ETF Accum -2C- Hedged EUR
302.59 M USD0.98%
Deutsche Bank AG
Passive
Total market
0.15%501.52 M USD13.9935 EUR−1.23%3.34+29.70%
ZSP.UBMO S&P 500 Index ETF USD
297.98 M USD1.45%
Bank of Montreal
Passive
Large cap
0.09%3.01 B USD83.59 USD−0.24%0.55+83.99%
ZSPBMO S&P 500 Index ETF
297.98 M USD1.45%
Bank of Montreal
Passive
Large cap
0.09%17.96 B USD118.83 CAD−0.37%0.56+91.53%
ACWIiShares MSCI ACWI ETF
280.21 M USD0.85%
BlackRock, Inc.
Passive
Total market
0.32%32.98 B USD157.73 USD−0.65%0.27+81.28%
FDVVFidelity High Dividend ETF
275.18 M USD2.71%
FMR LLC
Passive
High dividend yield
0.15%10.23 B USD60.24 USD−0.82%0.40+74.13%
IYGiShares U.S. Financial Services ETF
269.85 M USD12.94%
BlackRock, Inc.
Passive
Financials
0.37%2.11 B USD88.86 USD−1.18%0.14+82.85%
DFUSDimensional U.S. Equity Market ETF
265.8 M USD1.26%
Dimensional Holdings, Inc.
Active
Total market
0.09%21.36 B USD82.73 USD−0.37%0.13+83.23%
QDVHiShares S&P 500 Financials Sector UCITS ETF
265.06 M USD11.69%
BlackRock, Inc.
Passive
Financials
0.15%2.28 B USD13.938 EUR−0.63%0.81+55.91%
IUSViShares Core S&P U.S. Value ETF
247.57 M USD0.91%
BlackRock, Inc.
Passive
Total market
0.04%27.21 B USD109.79 USD−0.44%0.25+57.53%
IWViShares Russell 3000 Fund
244.63 M USD1.21%
BlackRock, Inc.
Passive
Total market
0.20%20.33 B USD429.73 USD−0.45%0.24+82.09%
XLGInvesco S&P 500 Top 50 ETF
243.17 M USD2.08%
Invesco Ltd.
Passive
Large cap
0.20%11.69 B USD63.24 USD−0.58%0.24+90.02%
ESGUiShares ESG Aware MSCI USA ETF
233.05 M USD1.30%
BlackRock, Inc.
Passive
Total market
0.15%17.94 B USD166.24 USD−0.34%0.15+83.78%
FNCLFidelity MSCI Financials Index ETF
232.72 M USD10.48%
FMR LLC
Passive
Financials
0.08%2.27 B USD74.94 USD−1.03%0.34+72.60%
SPPWState Street SPDR MSCI World UCITS ETF Accum Shs USD
219.61 M USD0.98%
State Street Corp.
Passive
Total market
0.12%20.74 B USD47.021 EUR−0.43%3.78+67.01%
SPFHState Street SPDR MSCI World UCITS ETF Shs -Hedged- EUR
219.61 M USD0.98%
State Street Corp.
Passive
Total market
0.17%1.09 B USD16.1725 EUR−0.92%0.46+29.64%
SWWDState Street SPDR MSCI World UCITS ETF - USD
219.61 M USD0.98%
State Street Corp.
Passive
Total market
0.12%143.14 M USD10.1435 USD−0.57%0.12—
USMCPrincipal U.S. Mega-Cap ETF
210.77 M USD4.13%
Principal Financial Group, Inc.
Active
Large cap
0.12%5.12 B USD76.15 USD−0.73%0.28+83.61%
CGUSCapital Group Core Equity ETF
208.35 M USD1.75%
The Capital Group Cos., Inc.
Active
Total market
0.33%11.98 B USD44.34 USD−0.36%0.28+29.48%
XD9UXtrackers MSCI USA UCITS ETF201.44 M USD1.34%
Deutsche Bank AG
Passive
Total market
0.04%13.45 B USD226.08 USD−1.00%1.91+84.36%
XD9CXtrackers MSCI USA UCITS ETF 3C - CHF Hedged
201.44 M USD1.34%
Deutsche Bank AG
Passive
Total market
0.08%435.87 M USD165.26 CHF−0.77%1.55+61.47%
XD9EXtrackers MSCI USA UCITS ETF
201.44 M USD1.34%
Deutsche Bank AG
Passive
Total market
0.09%763.88 M USD151.670 EUR−1.02%0.13+73.07%
XD9DXtrackers MSCI USA UCITS ETF 1D
201.44 M USD1.34%
Deutsche Bank AG
Passive
Total market
0.04%345.17 M USD26.205 EUR−0.22%0.88+72.18%
ESGVVanguard ESG U.S. Stock ETF
201.36 M USD1.50%
The Vanguard Group, Inc.
Passive
Total market
0.09%13.44 B USD134.85 USD−0.50%0.31+85.67%
IOOiShares Global 100 ETF
194.57 M USD2.13%
BlackRock, Inc.
Passive
Large cap
0.40%9.18 B USD142.95 USD−0.74%1.09+102.27%
360750MIRAE ASSET TIGER S&P500 ETF Units
192.46 M USD1.27%
Mirae Asset Global Investments Co., Ltd.
Passive
Large cap
0.07%15.21 B USD25,965 KRW+0.54%0.99+84.75%
AVUSAvantis U.S. Equity ETF
192.42 M USD1.33%
American Century Cos., Inc.
Active
Total market
0.15%14.49 B USD127.59 USD−0.39%0.24+82.19%
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