JPMorgan Chase & Co.

ISIN US46625H1005

WKN 850628

Market cap (in EUR)

717,902 m

Country

United States

Sector

Finance

Dividend yield

1.89%

Overview

Quote

Description

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm 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	717,902 m
EPS, EUR	18.02
P/B ratio	2.4
P/E ratio	15.0
Dividend yield	1.89%

Income statement (2025)

Revenue, EUR	247,371 m
Net income, EUR	50,331 m
Profit margin	20.35%

What ETF is JPMorgan Chase & Co. in?

There are 49 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)
UBS Core MSCI World UCITS ETF USD acc	1.01%	Equity World	8,111
iShares MSCI World UCITS ETF (Dist)	1.00%	Equity World	7,685
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	2.08%	Equity United States Multi-Factor Strategy	2
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.40%	Equity World Multi-Asset Strategy	1,021
VanEck World Equal Weight Screened UCITS ETF A	0.42%	Equity World Equal Weighted	1,238
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	1.44%	Equity World Social/Environmental	162
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.76%	Equity World	35,920
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	1.57%	Equity United States Social/Environmental	13,882
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	1.06%	Equity World Social/Environmental Climate Change	7
iShares MSCI North America UCITS ETF	1.34%	Equity North America	1,259
UBS Core MSCI World UCITS ETF USD dis	1.01%	Equity World	1,739
Invesco Global Enhanced Equity UCITS ETF Acc	0.86%	Equity World Multi-Factor Strategy	518
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	1.75%	Equity World Dividend	2,148
Vanguard FTSE Developed World UCITS ETF Acc	0.85%	Equity World	5,515
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	1.41%	Equity United States	4
UBS Core MSCI World UCITS ETF hGBP dis	1.01%	Equity World	98
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.13%	Equity World Multi-Asset Strategy	38
iShares MSCI ACWI UCITS ETF USD (Acc)	0.89%	Equity World	25,943
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.40%	Equity World Multi-Asset Strategy	76
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.52%	Equity United States Social/Environmental	1,435
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.87%	Equity World Social/Environmental	511
UBS Core MSCI World UCITS ETF hEUR acc	1.01%	Equity World	725
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.41%	Equity United States	191
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.29%	Equity United States	42,820
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	2.10%	Equity United States Multi-Factor Strategy	113
Vanguard FTSE Developed World UCITS ETF Distributing	0.85%	Equity World	3,702
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.23%	Equity North America	2,431
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	1.40%	Equity North America Social/Environmental	25
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.86%	Equity World Multi-Factor Strategy	2
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	5.67%	Equity World Financials Social/Environmental	124
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	1.98%	Equity United States Low Volatility/Risk Weighted	98
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.13%	Equity World Multi-Asset Strategy	96
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.13%	Equity World Multi-Asset Strategy	15
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.26%	Equity World Multi-Asset Strategy	780
Xtrackers MSCI World UCITS ETF 1D	0.98%	Equity World	4,367
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.86%	Equity World Multi-Factor Strategy	7
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.29%	Equity United States	27,234
iShares MSCI World Screened UCITS ETF USD (Dist)	1.10%	Equity World Social/Environmental	1,089
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	1.34%	Equity World Social/Environmental Climate Change	121
UBS Core MSCI USA UCITS ETF USD dis	1.41%	Equity United States	1,190
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.76%	Equity World	20,685
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	1.31%	Equity North America Social/Environmental Climate Change	37
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.13%	Equity World Multi-Asset Strategy	217
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	1.75%	Equity World Dividend	7,962
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.23%	Equity North America	2,680
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.91%	Equity World Social/Environmental	728
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	2.01%	Equity United States Social/Environmental	259
iShares Core S&P 500 UCITS ETF USD (Dist)	1.42%	Equity United States	17,925
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.26%	Equity World Multi-Asset Strategy	97

Performance

Returns overview

YTD	-4.61%
1 month	+2.99%
3 months	-2.33%
6 months	-2.34%
1 year	+17.66%
3 years	+116.39%
5 years	+103.82%
Since inception (MAX)	+418.89%
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).