JPMorgan Chase & Co.

ISIN US46625H1005

WKN 850628

Marktkapitalisatie (in EUR)

699.238 m

Land

Verenigde Staten

Sector

Financiën

Dividendrendement

1,81%

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Overzicht

Koers

Beschrijving

JPMorgan Chase & Co. is een financiële holding die zich bezighoudt met financiële en investeringsbankdiensten. Het richt zich op investment banking, financiële diensten voor consumenten en kleine bedrijven, commercial banking, verwerking van financiële transacties en vermogensbeheer. Het is actief via de volgende segmenten: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM) en Corporate. Het CCB-segment creëert en beheert hypothecaire leningen. Het CIB-segment verhandelt en verleent diensten aan klanten op het gebied van vastrentende waarden, vreemde valuta, aandelen en grondstoffen. Het AWM-segment biedt initiële kapitaalinvesteringen in producten zoals beleggingsfondsen en kapitaal dat samen met derden wordt geïnvesteerd. Het Corporate segment beheert zijn liquiditeits-, financierings-, kapitaal-, structurele rente- en valutarisico's. Het bedrijf is opgericht in 1799 en heeft zijn hoofdkantoor in New York, NY.

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Financiën Bankieren Amerikaanse banken Verenigde Staten

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR	699.238 m
WPA, EUR	17,73
KBV	2,4
K/W	15,3
Dividendrendement	1,81%

Income statement (2025)

Omzet, EUR	248.502 m
Netto-inkomen, EUR	50.331 m
Winstmarge	20,25%

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).

ETF	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
iShares MSCI World UCITS ETF (Dist)	1,04%	Equity World	7,372
UBS Core MSCI World UCITS ETF USD acc	1,04%	Equity World	6,209
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	2,10%	Equity United States Multi-Factor Strategy	1
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0,40%	Equity World Multi-Asset Strategy	904
VanEck World Equal Weight Screened UCITS ETF A	0,47%	Equity World Equal Weighted	1,210
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	695
Xtrackers MSCI World UCITS ETF 1D	1,06%	Equity World	4,582
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0,91%	Equity World	28,535
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	1,57%	Equity United States Social/Environmental	13,161
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	1,10%	Equity World Multi-Factor Strategy	1
iShares MSCI North America UCITS ETF	1,38%	Equity North America	1,091
UBS Core MSCI World UCITS ETF USD dis	1,04%	Equity World	1,334
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1,46%	Equity United States	25,752
iShares MSCI World Screened UCITS ETF USD (Dist)	1,12%	Equity World Social/Environmental	952
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	1,32%	Equity World Social/Environmental Climate Change	130
Invesco Global Enhanced Equity UCITS ETF Acc	1,10%	Equity World Multi-Factor Strategy	333
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	2,28%	Equity World Dividend	1,599
Vanguard FTSE Developed World UCITS ETF Acc	1,02%	Equity World	4,896
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	1,45%	Equity United States	2
UBS Core MSCI World UCITS ETF hGBP dis	1,04%	Equity World	94
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0,13%	Equity World Multi-Asset Strategy	35
UBS Core MSCI USA UCITS ETF USD dis	1,44%	Equity United States	1,169
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0,91%	Equity World	19,056
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	1,30%	Equity North America Social/Environmental Climate Change	40
iShares MSCI ACWI UCITS ETF USD (Acc)	0,92%	Equity World	22,084
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0,40%	Equity World Multi-Asset Strategy	68
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0,13%	Equity World Multi-Asset Strategy	196
iShares MSCI USA Screened UCITS ETF USD (Dist)	1,53%	Equity United States Social/Environmental	1,306
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	1,02%	Equity World Social/Environmental	490
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	2,28%	Equity World Dividend	6,910
UBS Core MSCI World UCITS ETF hEUR acc	1,04%	Equity World	384
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1,44%	Equity United States	273
Vanguard S&P 500 UCITS ETF (USD) Distributing	1,46%	Equity United States	41,971
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0,83%	Equity United States Multi-Factor Strategy	144
Vanguard FTSE Developed World UCITS ETF Distributing	1,02%	Equity World	3,537
Vanguard FTSE North America UCITS ETF (USD) Distributing	1,40%	Equity North America	2,474
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0,83%	Equity World Social/Environmental	966
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1,40%	Equity North America	2,067
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	1,56%	Equity North America Social/Environmental	25
iShares Core S&P 500 UCITS ETF USD (Dist)	1,47%	Equity United States	17,220
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	4,97%	Equity United States Momentum	11
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	5,98%	Equity World Financials Social/Environmental	522
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	2,01%	Equity United States Low Volatility/Risk Weighted	97
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0,26%	Equity World Multi-Asset Strategy	91
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0,13%	Equity World Multi-Asset Strategy	89

Prestaties

Rendementsoverzicht

YTD	-6,47%
1 maand	-6,47%
3 maanden	-3,29%
6 maanden	-1,78%
1 jaar	+0,00%
3 jaar	+101,03%
5 jaar	+142,16%
Since inception	+408,78%
2025	+20,63%
2024	+48,40%
2023	+24,58%
2022	-11,63%

Maandelijks rendement in een heat map

Risico

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-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).