JPMorgan Chase & Co.

ISIN US46625H1005

WKN 850628

Market cap (in EUR)

722,121 m

Country

United States

Sector

Finance

Dividend yield

1.80%

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.

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Finance Banking United States Banks United States

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Financials

Key metrics

Market capitalisation, EUR	722,121 m
EPS, EUR	18.29
P/B ratio	2.5
P/E ratio	15.2
Dividend yield	1.80%

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 54 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).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist)	1.04%	Equity World	7,474
UBS Core MSCI World UCITS ETF USD acc	1.04%	Equity World	4,653
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	856
VanEck World Equal Weight Screened UCITS ETF A	0.46%	Equity World Equal Weighted	1,114
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.91%	Equity World	25,735
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	1.56%	Equity United States Social/Environmental	13,490
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.69%	Equity World Multi-Factor Strategy	139
iShares MSCI North America UCITS ETF	1.38%	Equity North America	1,092
UBS Core MSCI World UCITS ETF USD dis	1.04%	Equity World	1,205
L&G Global Equity UCITS ETF	1.09%	Equity World Social/Environmental	942
Invesco Global Enhanced Equity UCITS ETF Acc	1.08%	Equity World Multi-Factor Strategy	212
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	2.31%	Equity World Dividend	1,336
Vanguard FTSE Developed World UCITS ETF Acc	1.02%	Equity World	4,653
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	1.44%	Equity United States	2
UBS Core MSCI World UCITS ETF hGBP dis	1.04%	Equity World	90
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.13%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Acc)	0.91%	Equity World	20,855
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.40%	Equity World Multi-Asset Strategy	63
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.54%	Equity United States Social/Environmental	1,338
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	1.03%	Equity World Social/Environmental	485
UBS Core MSCI World UCITS ETF hEUR acc	1.04%	Equity World	274
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.44%	Equity United States	325
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.46%	Equity United States	43,048
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.83%	Equity United States Multi-Factor Strategy	166
Vanguard FTSE Developed World UCITS ETF Distributing	1.02%	Equity World	3,525
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.69%	Equity World Multi-Factor Strategy	752
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.39%	Equity North America	2,018
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	1.54%	Equity North America Social/Environmental	25
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	5.06%	Equity United States Momentum	12
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	6.01%	Equity World Financials Social/Environmental	538
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	2.02%	Equity United States Low Volatility/Risk Weighted	99
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.13%	Equity World Multi-Asset Strategy	84
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	640
Xtrackers MSCI World UCITS ETF 1D	1.06%	Equity World	4,444
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	1.49%	Equity United States Social/Environmental Climate Change	166
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	1.08%	Equity World Multi-Factor Strategy	0
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.46%	Equity United States	25,258
iShares MSCI World Screened UCITS ETF USD (Dist)	1.13%	Equity World Social/Environmental	820
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	1.30%	Equity World Social/Environmental Climate Change	131
L&G US Equity UCITS ETF	1.52%	Equity United States Social/Environmental	1,051
UBS Core MSCI USA UCITS ETF USD dis	1.44%	Equity United States	1,194
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.91%	Equity World	18,594
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	1.25%	Equity North America Social/Environmental Climate Change	26
Amundi Core MSCI World UCITS ETF USD Dist	1.01%	Equity World	820
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.13%	Equity World Multi-Asset Strategy	187
Amundi Core MSCI USA UCITS ETF Dist	1.39%	Equity United States	-
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	2.31%	Equity World Dividend	6,188
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.39%	Equity North America	2,434
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.83%	Equity World Social/Environmental	982
L&G Global Brands UCITS ETF USD Acc	3.08%	Equity World Fundamental/Quality Moat	53
iShares Core S&P 500 UCITS ETF USD (Dist)	1.46%	Equity United States	17,450
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.26%	Equity World Multi-Asset Strategy	86

Performance

Returns overview

YTD	+17.00%
1 month	-0.44%
3 months	+4.13%
6 months	+14.25%
1 year	+14.86%
3 years	+108.86%
5 years	+168.30%
Since inception (MAX)	+427.61%
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%.

ETF returns include dividend payments (if applicable).