# ETFs that hold JPM

JPMorgan Chase, Diversified Banks, $953B market cap. Held by 118 of 578 covered US ETFs.

Canonical page: https://tickerinside.com/stock/jpm/
Holdings from each issuer's latest file, dated 2026-07-31 to 2026-09-05. Prices through 2026-09-04.
Licence: CC BY 4.0, attribution to TickerInside. Measurements, not investment advice.

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 |

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 same list as JSON: https://tickerinside.com/api/v1/sec/jpm.json

## Key figures

| Measure | Value |
| --- | --- |
| Last close, 2026-09-04 | 358.64 USD (-0.94% on the day) |
| Total return, 1 year | 24.2% |
| Total return, 3 years | 166.4% |
| Total return, 5 years | 158.3% |
| Volatility, annualised | 23.1% |
| Worst fall, 3 years | -23.5% |
| Beta against SPY | 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 |
| $100 three years ago became | $266 |

## 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% |

## What would diversify JPM?

The stocks that have moved least like JPM, among those held by ten or more covered funds, closed-end funds left out. A measurement of co-movement, not a suggestion.

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

## What moves with JPM?

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

## 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 |

Method: https://tickerinside.com/how-the-numbers-are-produced/