JPMorgan Chase

ISIN US46625H1005

 | 

WKN 850628

Market cap (in EUR)
674 892 M
Country
États-Unis
Sector
Finances
Dividend yield
2,00%
 

Overview

Quote

Description

JPMorgan Chase & Co. est une société holding financière qui fournit des services financiers et des services de banque d'investissement. La société offre une gamme de produits et de services de banque d'investissement sur tous les marchés de capitaux, y compris des conseils sur la stratégie et la structure des entreprises, la mobilisation de capitaux sur les marchés des actions et de la dette, la gestion des risques, la tenue de marché sur les titres au comptant et les instruments dérivés, ainsi que le courtage et la recherche. Elle opère à travers les segments d'activité suivants : Corporate and Investment Bank (CIB), Consumer and Community Banking (CCB), Commercial Banking (CB), et Asset and Wealth Management (AWM). Le segment CIB offre une gamme de produits et services de banque d'investissement, de tenue de marché, de courtage de premier ordre, de trésorerie et de titres à une clientèle mondiale composée d'entreprises, d'investisseurs, d'institutions financières, de gouvernements et d'entités municipales. Le segment CCB sert les consommateurs et les entreprises par le biais de services personnels dans les agences bancaires et par le biais de guichets automatiques, de services bancaires en ligne, mobiles et par téléphone. Le segment CB fournit des solutions financières complètes, notamment des prêts, des paiements de gros, des produits de banque d'investissement et de gestion d'actifs pour les marchés intermédiaires, les entreprises clientes et l'immobilier commercial. Le segment AWM fournit des services d'investissement et de gestion de patrimoine. La société a été fondée en 1968 et son siège social se trouve à New York, NY.
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Finances Services bancaires Banques aux États-Unis États-Unis

Chart

Financials

Key metrics

Market capitalisation, EUR 674 892 M
EPS, EUR 17,73
P/B ratio 2,3
P/E ratio 14,5
Dividend yield 2,00%

Income statement (2025)

Revenue, EUR 247 371 M
Net income, EUR 50 331 M
Profit margin 20,35%

What ETF is JPMorgan Chase in?

There are 50 ETFs which contain JPMorgan Chase. All of these ETFs are listed in the table below. The ETF with the largest weighting of JPMorgan Chase is the iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist).
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist) 0.98%
Equity
World
7,045
UBS Core MSCI World UCITS ETF USD acc 0.97%
Equity
World
7,055
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist) 2.07%
Equity
United States
Multi-Factor Strategy
1
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.40%
Equity
World
Multi-Asset Strategy
922
VanEck World Equal Weight Screened UCITS ETF A 0.41%
Equity
World
Equal Weighted
1,148
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc) 1.40%
Equity
World
144
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.74%
Equity
World
30,499
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 1.54%
Equity
United States
Social/Environmental
12,371
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 1.00%
Equity
World
Social/Environmental
Climate Change
7
iShares MSCI North America UCITS ETF 1.33%
Equity
North America
1,173
UBS Core MSCI World UCITS ETF USD dis 0.97%
Equity
World
1,336
Invesco Global Enhanced Equity UCITS ETF Acc 0.94%
Equity
World
Multi-Factor Strategy
423
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 1.73%
Equity
World
Dividend
1,867
Vanguard FTSE Developed World UCITS ETF Acc 0.82%
Equity
World
4,898
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 1.39%
Equity
United States
4
UBS Core MSCI World UCITS ETF hGBP dis 0.97%
Equity
World
87
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.13%
Equity
World
Multi-Asset Strategy
36
iShares MSCI ACWI UCITS ETF USD (Acc) 0.86%
Equity
World
22,213
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.40%
Equity
World
Multi-Asset Strategy
68
iShares MSCI USA Screened UCITS ETF USD (Dist) 1.51%
Equity
United States
Social/Environmental
1,225
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.85%
Equity
World
Social/Environmental
462
UBS Core MSCI World UCITS ETF hEUR acc 0.97%
Equity
World
408
UBS Core MSCI USA UCITS ETF EUR Hedged dis 1.37%
Equity
United States
261
Vanguard S&P 500 UCITS ETF (USD) Distributing 1.27%
Equity
United States
39,449
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 2.10%
Equity
United States
Multi-Factor Strategy
128
Vanguard FTSE Developed World UCITS ETF Distributing 0.82%
Equity
World
3,420
Vanguard FTSE North America UCITS ETF (USD) Accumulating 1.20%
Equity
North America
2,143
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 1.35%
Equity
North America
Social/Environmental
23
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) 4.77%
Equity
United States
Momentum
10
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc 0.94%
Equity
World
Multi-Factor Strategy
2
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 5.57%
Equity
World
Financials
Social/Environmental
153
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 1.94%
Equity
United States
Low Volatility/Risk Weighted
96
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.13%
Equity
World
Multi-Asset Strategy
94
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.13%
Equity
World
Multi-Asset Strategy
14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.26%
Equity
World
Multi-Asset Strategy
715
Xtrackers MSCI World UCITS ETF 1D 0.95%
Equity
World
4,129
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.94%
Equity
World
Multi-Factor Strategy
7
Vanguard S&P 500 UCITS ETF (USD) Accumulating 1.27%
Equity
United States
25,718
iShares MSCI World Screened UCITS ETF USD (Dist) 1.07%
Equity
World
Social/Environmental
975
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 1.30%
Equity
World
Social/Environmental
Climate Change
112
UBS Core MSCI USA UCITS ETF USD dis 1.37%
Equity
United States
1,091
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.74%
Equity
World
18,777
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 1.31%
Equity
North America
Social/Environmental
Climate Change
34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.13%
Equity
World
Multi-Asset Strategy
205
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 1.73%
Equity
World
Dividend
7,393
Vanguard FTSE North America UCITS ETF (USD) Distributing 1.20%
Equity
North America
2,448
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.80%
Equity
World
Social/Environmental
690
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc) 2.00%
Equity
United States
174
iShares Core S&P 500 UCITS ETF USD (Dist) 1.41%
Equity
United States
16,470
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.26%
Equity
World
Multi-Asset Strategy
91

Performance

Returns overview

YTD -8.13%
1 month +0.40%
3 months -8.25%
6 months -5.15%
1 year +10.38%
3 years +118.02%
5 years +98.80%
Since inception (MAX) +399.76%
2025 +20.63%
2024 +48.40%
2023 +24.58%
2022 -11.63%

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%.
ETF returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 26.56%
Volatility 3 years 24.05%
Volatility 5 years 24.35%
Return per risk 1 year 0.39
Return per risk 3 years 1.23
Return per risk 5 years 0.60
Maximum drawdown 1 year -17.77%
Maximum drawdown 3 years -28.49%
Maximum drawdown 5 years -29.50%
Maximum drawdown since inception -42.01%

Rolling 1 year volatility

— 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.