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JPMorgan Chase & Co.
ISIN US46625H1005
|WKN 850628
Market cap (in EUR)
734,874 m
Country
United States
Sector
Finance
Dividend yield
1.75%
Overview
Quote
Description
JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.
Finance Banking United States Banks United States
Chart
Financials
Key metrics
| Market capitalisation, EUR | 734,874 m |
| EPS, EUR | 18.29 |
| P/B ratio | 2.5 |
| P/E ratio | 15.7 |
| Dividend yield | 1.75% |
Income statement (2024)
| Revenue, EUR | 257,635 m |
| Net income, EUR | 53,737 m |
| Profit margin | 20.86% |
What ETF is JPMorgan Chase & Co. in?
There are 46 ETFs which contain JPMorgan Chase & Co.. All of these ETFs are listed in the table below. The ETF with the largest weighting of JPMorgan Chase & Co. is the iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist).
Performance
Returns overview
| YTD | +18.55% |
| 1 month | -1.95% |
| 3 months | +3.63% |
| 6 months | +17.11% |
| 1 year | +17.50% |
| 3 years | +112.63% |
| 5 years | +174.78% |
| Since inception (MAX) | +434.61% |
| 2024 | +48.40% |
| 2023 | +24.58% |
| 2022 | -11.63% |
| 2021 | +36.73% |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 27.09% |
| Volatility 3 years | 24.25% |
| Volatility 5 years | 24.44% |
| Return per risk 1 year | 0.65 |
| Return per risk 3 years | 1.18 |
| Return per risk 5 years | 0.92 |
| Maximum drawdown 1 year | -28.49% |
| Maximum drawdown 3 years | -28.49% |
| Maximum drawdown 5 years | -29.50% |
| Maximum drawdown since inception | -42.01% |
Rolling 1 year volatility
Latest articles
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.