JPMorgan Chase & Co.(JPM) - ETFs Holding

Last updated 2024-11-22

ETF List

ETFs Holding JPMorgan Chase & Co.(JPM). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
XLF	Financial Select Sector SPDR Fund	9.96%	11.7%	0.38	-42.9%
VFH	Vanguard Financials Index Fund	8.68%	13%	0.42	-44.4%
VYM	Vanguard High Dividend Yield Index Fund	3.87%	9.7%	0.33	-35.2%
VIG	Vanguard Dividend Appreciation Index Fund	3.66%	11.7%	0.43	-31.7%
DIA	SPDR Dow Jones Industrial Average ETF Trust	3.37%	10.5%	0.36	-36.7%
SPYV	SPDR Portfolio S&P 500 Value ETF	3.26%	10.6%	0.37	-36.9%
IVE	iShares S&P 500 Value ETF	3.24%	10.4%	0.36	-37%
DGRO	iShares Core Dividend Growth ETF	3.16%	10.5%	0.36	-35.1%
VTV	Vanguard Value Index Fund	3.12%	10%	0.34	-36.8%
IUSV	iShares Core S&P U.S. Value ETF	2.98%	12.3%	0.46	-37.5%
IWD	iShares Russell 1000 Value ETF	2.71%	8.6%	0.28	-38.5%
VONV	Vanguard Russell 1000 Value Index Fund	2.55%	10.4%	0.36	-38.2%
SCHV	Schwab U.S. Large-Cap Value ETF	2.51%	9.9%	0.34	-37.1%
RDVY	First Trust Rising Dividend Achievers ETF	2.15%	14.9%	0.5	-40.6%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	1.83%	14.5%	0.53	-37.7%
VV	Vanguard Large Cap Index Fund	1.4%	14.8%	0.53	-34.3%
VOO	Vanguard 500 Index Fund	1.39%	14.8%	0.53	-34%
IVV	iShares Core S&P 500 ETF	1.33%	14.8%	0.53	-33.9%
SPY	SPDR S&P 500 ETF Trust	1.33%	14.7%	0.54	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	1.33%	14.8%	0.54	-33.9%
IWB	iShares Russell 1000 ETF	1.23%	14.4%	0.52	-34.6%
VTI	Vanguard Total Stock Market Index Fund	1.22%	14.1%	0.5	-35%
SCHX	Schwab U.S. Large-Cap ETF	1.16%	14.6%	0.53	-34.3%
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	1.15%	15%	0.56	-33.7%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	1.15%	14.1%	0.5	-35%
ESGU	iShares ESG Aware MSCI USA ETF	1.1%	11.8%	0.44	-33.9%
SCHB	Schwab U.S. Broad Market ETF	1.08%	14.1%	0.5	-35.3%
DFAC	Dimensional U.S. Core Equity 2 ETF	1.07%	-	-	-
ACWI	iShares MSCI ACWI ETF	0.85%	11.5%	0.42	-33.5%
PFF	iShares Preferred and Income Securities ETF	0.82%	1.2%	-0.09	-34.1%
PFF	iShares Preferred and Income Securities ETF	0.81%	1.2%	-0.09	-34.1%
VT	Vanguard Total World Stock Index Fund	0.8%	10.1%	0.35	-34.2%
PFF	iShares Preferred and Income Securities ETF	0.65%	1.2%	-0.09	-34.1%
PFF	iShares Preferred and Income Securities ETF	0.41%	1.2%	-0.09	-34.1%
RSP	Invesco S&P 500 Equal Weight ETF	0.2%	10.7%	0.36	-39%

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.

JPMorgan Chase & Co. (JPM)

ETF List

ETFs Holding JPMorgan Chase & Co.(JPM). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.