JPMorgan Chase & Co.

ISIN US46625H1005

 | 

WKN 850628

Market cap (in EUR)
670 428 M
Country
États-Unis
Sector
Finances
Dividend yield
2,02%
 

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 670 428 M
EPS, EUR 17,73
P/B ratio 2,3
P/E ratio 14,4
Dividend yield 2,02%

Winst- en verliesrekening (2025)

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

In welke ETF zit JPMorgan Chase & Co.?

Er zijn 49 ETF's die JPMorgan Chase & Co. bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van JPMorgan Chase & Co. is de iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist).
ETF Weight Investment focus Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc 0,99%
Aandelen
Wereld
7.380
iShares MSCI World UCITS ETF (Dist) 0,99%
Aandelen
Wereld
7.304
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist) 2,05%
Aandelen
Verenigde Staten
Multi-factorstrategie
7
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0,40%
Aandelen
Wereld
Multi-assetstrategie
944
VanEck World Equal Weight Screened UCITS ETF A 0,42%
Aandelen
Wereld
Equal Weighted
1.198
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc) 1,40%
Aandelen
Wereld
147
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0,78%
Aandelen
Wereld
31.002
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 1,52%
Aandelen
Verenigde Staten
Sociaal/Milieu
12.775
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 1,00%
Aandelen
Wereld
Sociaal/Milieu
Klimaatverandering
7
iShares MSCI North America UCITS ETF 1,32%
Aandelen
Noord-Amerika
1.217
UBS Core MSCI World UCITS ETF USD dis 0,99%
Aandelen
Wereld
1.380
Invesco Global Enhanced Equity UCITS ETF Acc 1,00%
Aandelen
Wereld
Multi-factorstrategie
412
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 1,89%
Aandelen
Wereld
Dividend
1.875
Vanguard FTSE Developed World UCITS ETF Acc 1,02%
Aandelen
Wereld
5.050
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 1,40%
Aandelen
Verenigde Staten
2
UBS Core MSCI World UCITS ETF hGBP dis 0,99%
Aandelen
Wereld
90
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0,13%
Aandelen
Wereld
Multi-assetstrategie
37
iShares MSCI ACWI UCITS ETF USD (Acc) 0,87%
Aandelen
Wereld
23.004
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0,40%
Aandelen
Wereld
Multi-assetstrategie
70
iShares MSCI USA Screened UCITS ETF USD (Dist) 1,49%
Aandelen
Verenigde Staten
Sociaal/Milieu
1.267
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0,86%
Aandelen
Wereld
Sociaal/Milieu
488
UBS Core MSCI World UCITS ETF hEUR acc 1,04%
Aandelen
Wereld
409
UBS Core MSCI USA UCITS ETF EUR Hedged dis 1,38%
Aandelen
Verenigde Staten
269
Vanguard S&P 500 UCITS ETF (USD) Distributing 1,31%
Aandelen
Verenigde Staten
40.878
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 2,10%
Aandelen
Verenigde Staten
Multi-factorstrategie
132
Vanguard FTSE Developed World UCITS ETF Distributing 0,87%
Aandelen
Wereld
3.552
Vanguard FTSE North America UCITS ETF (USD) Accumulating 1,23%
Aandelen
Noord-Amerika
2.186
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 1,38%
Aandelen
Noord-Amerika
Sociaal/Milieu
24
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) 4,72%
Aandelen
Verenigde Staten
Momentum
10
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 5,57%
Aandelen
Wereld
Financieel
Sociaal/Milieu
194
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 1,95%
Aandelen
Verenigde Staten
Lage volatiliteit/Risico-gewogen
99
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0,13%
Aandelen
Wereld
Multi-assetstrategie
92
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0,13%
Aandelen
Wereld
Multi-assetstrategie
14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0,26%
Aandelen
Wereld
Multi-assetstrategie
726
Xtrackers MSCI World UCITS ETF 1D 1,00%
Aandelen
Wereld
4.284
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 1,00%
Aandelen
Wereld
Multi-factorstrategie
7
Vanguard S&P 500 UCITS ETF (USD) Accumulating 1,31%
Aandelen
Verenigde Staten
26.389
iShares MSCI World Screened UCITS ETF USD (Dist) 1,12%
Aandelen
Wereld
Sociaal/Milieu
1.003
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 1,28%
Aandelen
Wereld
Sociaal/Milieu
Klimaatverandering
116
UBS Core MSCI USA UCITS ETF USD dis 1,38%
Aandelen
Verenigde Staten
1.118
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0,78%
Aandelen
Wereld
19.477
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 1,30%
Aandelen
Noord-Amerika
Sociaal/Milieu
Klimaatverandering
35
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0,13%
Aandelen
Wereld
Multi-assetstrategie
205
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 1,89%
Aandelen
Wereld
Dividend
7.587
Vanguard FTSE North America UCITS ETF (USD) Distributing 1,23%
Aandelen
Noord-Amerika
2.520
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0,80%
Aandelen
Wereld
Sociaal/Milieu
954
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc) 2,00%
Aandelen
Verenigde Staten
102
iShares Core S&P 500 UCITS ETF USD (Dist) 1,40%
Aandelen
Verenigde Staten
16.984
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0,26%
Aandelen
Wereld
Multi-assetstrategie
91

Performance

Returns overview

YTD -10.86%
1 month -3.69%
3 months -9.30%
6 months -6.01%
1 year +17.31%
3 years +95.76%
5 years +88.50%
Since inception (MAX) +384.87%
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 26.76%
Volatility 3 years 24.42%
Volatility 5 years 24.41%
Return per risk 1 year 0.65
Return per risk 3 years 1.03
Return per risk 5 years 0.55
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.