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ETFs that hold JPM

Edited by VoidLab Data through 2026-09-04 Page updated 2026-09-04

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JPMJPMorgan ChaseDiversified Banks, $953B market cap, P/E 15, dividend yield 1.7%, beta 1.01, held by 118 of 578 covered funds

Last close, 2026-09-04

$358.64 -0.94%

52-week range 283 to 365

Funds holding it

118

of 578 covered

Heaviest

IYG

13.03% of that fund

1 year

+24.2%

total return

3 years

+166.4%

worst fall -23.5%, volatility 23.1%

5 years

+158.3%

cumulative

118 of the 578 US ETFs covered here hold JPMorgan Chase (JPM), according to their issuers' own holdings files. The heaviest is IYG at 13.03%, where it is the largest position, followed by PGF at 12.09% and XLF at 11.74%. In VTI, the largest of them by assets, it weighs 1.31%, rank #10 of 3469.

JPM is the single largest position in 9 of them: IYG, PGF, XLF, IYF and 5 more. The median weight across the 118 holders is 1.45%: 8 of them carry it above 5% and 30 keep it under 1%. Of the 136 covered funds with 500 or more positions, 47 hold JPM, at weights from 0.03% to 3.83%.

The issuer files behind these weights are dated between 2026-07-31 and 2026-09-05; 68 of the 118 carry 2026-09-03, the most common date. Over three years JPM returned 166.4%, with a worst fall of 23.5% and annualised volatility of 23.1%; its beta against SPY over the same weeks is 1.01. Its best calendar year in the data is 2024 at +44.3% and its worst 2022 at -12.6%.

Which funds hold JPM, and at what weight

Rank	Fund	Name	Weight	Issuer file
1	IYG	iShares U.S. Financial Services ETF	13.03%	2026-09-03
2	PGF	Invesco Financial Preferred ETF	12.09%	2026-09-05
3	XLF	Financial Select Sector SPDR Fund	11.74%	2026-09-03
4	IYF	iShares U.S. Financials ETF	11.20%	2026-09-03
5	VFH	Vanguard Financials ETF	10.76%	2026-07-31
6	KBWB	Invesco KBW Bank ETF	8.55%	2026-09-05
7	PGX	Invesco Preferred ETF	7.60%	2026-09-05
8	IXG	iShares Global Financials ETF	5.92%	2026-09-03
9	DJD	Invesco Dow Jones Industrial Average Dividend ETF	4.70%	2026-09-05
10	VDIG	Vanguard Wellington Dividend Growth Active ETF	4.69%	2026-09-04
11	HECO	State Street Galaxy Hedged Digital Asset Ecosystem ETF	4.59%	2026-09-03
12	DECO	State Street Galaxy Digital Asset Ecosystem ETF	4.57%	2026-09-03
13	MGV	Vanguard Morningstar Mega Cap Value ETF	4.47%	2026-07-31
14	PFI	Invesco Dorsey Wright Financial Momentum ETF	4.37%	2026-09-05
15	DVVY	Invesco Diversified Dividend Opportunities ETF	4.19%	2026-09-05
16	VIG	Vanguard Dividend Appreciation ETF	4.09%	2026-07-31
17	DIA	SPDR Dow Jones Industrial Average ETF	4.00%	2026-09-03
18	TOPT	iShares Top 20 U.S. Stocks ETF	3.83%	2026-09-03
19	VYM	Vanguard High Dividend Yield ETF	3.83%	2026-07-31
20	PFF	iShares Preferred and Income Securities ETF	3.70%	2026-09-03
21	VTV	Vanguard Value ETF	3.51%	2026-07-31
22	IWX	iShares Russell Top 200 Value ETF	3.51%	2026-09-03
23	DYNF	iShares U.S. Equity Factor Rotation Active ETF	3.49%	2026-09-03
24	SHE	State Street SPDR MSCI USA Gender Diversity ETF	3.47%	2026-09-03
25	PFM	Invesco Dividend AchieversTM ETF	3.43%	2026-09-05
26	PWV	Invesco Large Cap Value ETF	3.32%	2026-09-05
27	DGRO	iShares Core Dividend Growth ETF	3.19%	2026-09-03
28	SCHV	Schwab U.S. Large-Cap Value ETF	3.04%	2026-09-03
29	THRO	iShares U.S. Thematic Rotation Active ETF	2.79%	2026-09-03
30	ILCV	iShares Morningstar Value ETF	2.78%	2026-09-03
31	DIVB	iShares Core Dividend ETF	2.70%	2026-09-03
32	EVUS	iShares ESG Aware MSCI USA Value ETF	2.70%	2026-09-03
33	VONV	Vanguard Russell 1000 Value ETF	2.55%	2026-07-31
34	IWD	iShares Russell 1000 Value ETF	2.54%	2026-09-03
35	CVY	Invesco Zacks Multi-Asset Income ETF	2.46%	2026-09-05
36	IOO	iShares Global 100 ETF	2.30%	2026-09-03
37	XLG	Invesco S&P 500 Top 50 ETF	2.30%	2026-09-05
38	INRO	iShares U.S. Industry Rotation Active ETF	2.23%	2026-09-03
39	SPIN	State Street US Equity Premium Income ETF	2.14%	2026-09-03
40	OEF	iShares S&P 100 ETF	2.00%	2026-09-03
41	VOOG	Vanguard S&P 500 Growth ETF	1.84%	2026-07-31
42	IVW	iShares S&P 500 Growth ETF	1.82%	2026-09-03
43	SPYG	SPDR Portfolio S&P 500 Growth ETF	1.82%	2026-09-03
44	MGC	Vanguard Morningstar Mega Cap ETF	1.79%	2026-07-31
45	TOPC	iShares S&P 500 3% Capped ETF	1.76%	2026-09-03
46	IUSG	iShares Core S&P U.S. Growth ETF	1.73%	2026-09-03
47	PRF	Invesco RAFI US 1000 ETF	1.70%	2026-09-05
48	IWL	iShares Russell Top 200 ETF	1.68%	2026-09-03
49	XVV	iShares ESG Select Screened S&P 500 ETF	1.62%	2026-09-03
50	ESGV	Vanguard ESG U.S. Stock ETF	1.61%	2026-09-04
51	RWL	Invesco S&P 500 Revenue ETF	1.61%	2026-09-05
52	LRGF	iShares U.S. Equity Factor ETF	1.58%	2026-09-03
53	VLU	State Street SPDR S&P 1500 Value Tilt ETF	1.53%	2026-09-03
54	SPYX	State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF	1.51%	2026-09-03
55	VV	Vanguard Morningstar Large-Cap ETF	1.50%	2026-07-31
56	QVML	Invesco S&P 500 QVM Multi-factor ETF	1.47%	2026-09-05
57	VOO	Vanguard S&P 500 ETF	1.47%	2026-07-31
58	SPYM	State Street SPDR Portfolio S&P 500 ETF	1.45%	2026-09-03
59	SPY	SPDR S&P 500 ETF Trust	1.45%	2026-09-03
60	IVV	iShares Core S&P 500 ETF	1.45%	2026-09-03
61	ILCB	iShares Morningstar U.S. Equity ETF	1.44%	2026-09-03
62	PBUS	Invesco MSCI USA ETF	1.43%	2026-09-05
63	KLMN	Invesco MSCI North America Climate ETF	1.41%	2026-09-05
64	ESGU	iShares ESG Aware MSCI USA ETF	1.40%	2026-09-03
65	SCHX	Schwab U.S. Large-Cap ETF	1.39%	2026-09-03
66	VONE	Vanguard Russell 1000 ETF	1.36%	2026-07-31
67	RSPF	Invesco S&P 500 Equal Weight Financials ETF	1.36%	2026-09-05
68	IYY	iShares Dow Jones U.S. ETF	1.36%	2026-09-03
69	IWB	iShares Russell 1000 ETF	1.35%	2026-09-03
70	SPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF	1.34%	2026-09-03
71	USCL	iShares Climate Conscious & Transition MSCI USA ETF	1.32%	2026-09-03
72	VTI	Vanguard Total Stock Market ETF	1.31%	2026-07-31
73	VTHR	Vanguard Russell 3000 ETF	1.31%	2026-07-31
74	IWV	iShares Russell 3000 ETF	1.30%	2026-09-03
75	SCHB	Schwab U.S. Broad Market ETF	1.30%	2026-09-03
76	ITOT	iShares Core S&P Total U.S. Stock Market ETF	1.29%	2026-09-03
77	NZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETF	1.27%	2026-09-03
78	ENHU	iShares Enhanced Large Cap Core Active ETF	1.19%	2026-09-03
79	LCTU	iShares U.S. Carbon Transition Readiness Aware Active ETF	1.16%	2026-09-03
80	BALI	iShares U.S. Large Cap Premium Income Active ETF	1.15%	2026-09-03
81	TOK	iShares MSCI Kokusai ETF	1.11%	2026-09-03
82	QUS	State Street SPDR MSCI USA StrategicFactors℠ ETF	1.10%	2026-09-03
83	KBE	State Street SPDR S&P Bank ETF	1.09%	2026-09-03
84	EQWL	Invesco S&P 100 Equal Weight ETF	1.09%	2026-09-05
85	URTH	iShares MSCI World ETF	1.04%	2026-09-03
86	VOOV	Vanguard S&P 500 Value ETF	1.02%	2026-07-31
87	IVE	iShares S&P 500 Value ETF	1.02%	2026-09-03
88	SPYV	SPDR Portfolio S&P 500 Value ETF	1.02%	2026-09-03
89	CRBN	iShares Low Carbon Optimized MSCI ACWI ETF	0.98%	2026-09-03
90	IUSV	iShares Core S&P U.S. Value ETF	0.96%	2026-09-03
91	KLMT	Invesco MSCI Global Climate 500 ETF	0.95%	2026-09-05
92	GLOF	iShares Global Equity Factor ETF	0.95%	2026-09-03
93	SPGM	State Street SPDR Portfolio MSCI Global Stock Market ETF	0.95%	2026-09-03
94	MMTM	State Street SPDR S&P 1500 Momentum Tilt ETF	0.92%	2026-09-03
95	ACWI	iShares MSCI ACWI ETF	0.92%	2026-09-03
96	SPLV	Invesco S&P 500 Low Volatility ETF	0.89%	2026-09-05
97	SPVM	Invesco S&P 500 Value with Momentum ETF	0.87%	2026-09-05
98	BDYN	iShares Dynamic Equity Active ETF	0.86%	2026-09-03
99	VT	Vanguard Total World Stock ETF	0.84%	2026-07-31
100	VFQY	Vanguard U.S. Quality Factor ETF	0.81%	2026-09-04
101	IQSZ	Invesco Global Equity Net Zero ETF	0.78%	2026-09-05
102	DIVG	Invesco S&P 500 High Dividend Growers ETF	0.75%	2026-09-05
103	DGT	State Street SPDR Global Dow ETF	0.67%	2026-09-03
104	SATO	Invesco Alerian Galaxy Crypto Economy ETF	0.63%	2026-09-05
105	QWLD	State Street SPDR MSCI World StrategicFactors℠ ETF	0.61%	2026-09-03
106	RSPA	Invesco S&P 500 Equal Weight Income Advantage ETF	0.60%	2026-09-05
107	VFMF	Vanguard U.S. Multifactor ETF	0.38%	2026-09-04
108	BDVL	iShares Disciplined Volatility Equity Active ETF	0.28%	2026-09-03
109	QQA	Invesco QQQ Income Advantage ETF	0.23%	2026-09-05
110	EFAA	Invesco MSCI EAFE Income Advantage ETF	0.22%	2026-09-05
111	RSP	Invesco S&P 500 Equal Weight ETF	0.22%	2026-09-05
112	EUSA	iShares MSCI USA Equal Weighted ETF	0.20%	2026-09-03
113	SIZE	iShares MSCI USA Size Factor ETF	0.20%	2026-09-03
114	VFVA	Vanguard U.S. Value Factor ETF	0.14%	2026-09-04
115	BFLX	iShares Flexible Equity Active ETF	0.13%	2026-09-03
116	EQAL	Invesco Russell 1000 Equal Weight ETF	0.07%	2026-09-05
117	OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	0.03%	2026-09-05
118	VFMV	Vanguard U.S. Minimum Volatility ETF	0.02%	2026-09-04

Weights are from each issuer's most recent published file, dated between 2026-07-31 and 2026-09-05; the files arrive on different schedules, so the dates differ on purpose. One fund with a non-US mandate, CORO, files a row under the symbol JPM; that row is left out of this page and of its counts, because in such a file a US symbol is usually the local exchange code of a different company. The JSON file and the holders index keep every raw row, 119 in all. The rows kept here appear in the same order in the JSON file for JPM and in the holders index. Look JPM up with an amount to see what a position in each fund holds of it in dollars.

What did $100 in JPM become over three years?

JPM ended at $266 after 156 weekly closes through 2026-09-04; the dashed line is the $100 put in.

How has JPM done, year by year?

Year	Total return
2026	+12.9%
2025	+37.3%
2024	+44.3%
2023	+30.6%
2022	-12.6%

Returns and risk

Total return, 1 year	24.2%
Total return, 3 years cumulative	166.4%
Total return, 5 years cumulative	158.3%
Volatility, annualised	23.1%
Worst fall, 3 years	-23.5%
Beta against SPY, 3 years of weekly returns	1.01
Market cap	$953.3B
Price to earnings, trailing	15.4
Dividend yield	1.66%
Funds holding it	118 of 578
Broad funds holding it, 500 positions or more	47 of 136

Market cap, price to earnings and yield are reference data; every other figure is computed here from 156 weekly closes.

What would diversify JPM?

The stocks that have moved least like JPM over 156 weeks, among those held by ten or more covered funds: AWK correlates with it at -0.33 and BCE at -0.32, a measurement of co-movement rather than a suggestion.

Ticker	Name	Correlation, 3 years
AWK	American Water Works	-0.33moves the opposite way
BCE	BCE, Inc.	-0.32moves the opposite way
USAR	USA Rare Earth, Inc.	-0.26moves the opposite way
WTRG	Essential Utilities, Inc.	-0.25moves the opposite way
DG	Dollar General	-0.21moves the opposite way
ALMS	Alumis Inc.	-0.21moves the opposite way

What moves with JPM?

The other end of the same ranking: BAC has moved with JPM at 0.85, C at 0.82. Each row opens the pair side by side.

Ticker	Name	Correlation, 3 years
BAC	Bank of America	0.85usually in step
C	Citigroup	0.82often in step
WFC	Wells Fargo	0.79often in step
GS	Goldman Sachs	0.77often in step
MS	Morgan Stanley	0.76often in step
FHN	First Horizon Corporation	0.76often in step

Weekly total returns, among stocks held by ten or more covered funds; closed-end funds are left out of both tables. What the bands mean.

Where JPM weighs most

Fund	Name	Weight	Rank in the fund	Positions
IYG	iShares U.S. Financial Services ETF	13.03%	#1	98
PGF	Invesco Financial Preferred ETF	12.09%	#1	42
XLF	Financial Select Sector SPDR Fund	11.74%	#1	77
IYF	iShares U.S. Financials ETF	11.20%	#1	141
VFH	Vanguard Financials ETF	10.76%	#1	426
KBWB	Invesco KBW Bank ETF	8.55%	#2	24
PGX	Invesco Preferred ETF	7.60%	#2	113
IXG	iShares Global Financials ETF	5.92%	#1	219
DJD	Invesco Dow Jones Industrial Average Dividend ETF	4.70%	#9	27
VDIG	Vanguard Wellington Dividend Growth Active ETF	4.69%	#4	41

A fund page opens on every ticker that has one; the others open in the stock tool. Run a portfolio x-ray to see how much JPM you hold across every fund you own.

JPM weights from 118 issuer files, dated 2026-07-31 to 2026-09-05. Prices through 2026-09-04. How every figure here is produced. Measurements, not investment advice.