ETFs that hold JPMorgan Chase

Which ETFs own the most JPMorgan Chase stock: the funds with the largest JPM weight, the funds holding the most dollars of it, and what each costs, from their latest SEC holdings reports.

29funds compared

20highest weight

15most dollars

Nov 2, 2026data as of

JPMorgan Chase is held by hundreds of ETFs, but how much it matters to each fund varies enormously. In a broad index fund it may be one holding among thousands; in a sector or thematic fund it can be one of the largest positions.

The first table shows the funds where JPMorgan Chase has the biggest weight, which tells you how much a fund depends on it. The second shows the funds holding the most JPMorgan Chase stock in dollars. Weights come from each fund’s latest holdings report filed with the SEC.

The most JPMorgan per dollar

Funds where JPMorgan Chase makes up the biggest share of the portfolio. The higher the weight, the more the fund rises and falls with JPMorgan Chase.

IYG has the most, with 13.03% of the fund in JPMorgan Chase.
The heaviest broad market fund on this list is USMC at 4.4%.
Most of these funds are sector, international and global, dividend and income, US value funds.
Lowest cost in this table: VIG at 0.04%.

Fund	JPMorgan weight	Type	Cost	Net assets	5 yr	2022 drop
IYG iShares U.S. Financial Services ETF	13.03%	Sector	0.37%	$2.17B	+8.6%	-27.2%
XLF Financial Select Sector SPDR Fund	11.55%	Sector	0.08%	$51.35B	+8.8%	-22.3%
IYF iShares U.S. Financials ETF	11.24%	Sector	0.37%	$4.43B	+9.5%	-21.7%
VFH Vanguard Financials ETF	10.47%	Sector	0.09%	$14.77B^†	+8.6%	-22.3%
FNCL Fidelity MSCI Financials Index ETF	10.43%	Sector	0.08%	$2.38B	+8.4%	-22.2%
KBWB Invesco KBW Bank ETF	8.68%	Sector	0.35%	$6.77B	+7.2%	-28.8%
IXG iShares Global Financials ETF	5.85%	International and global	0.38%	$585.8M	+12.3%	-23.0%
DIVO Amplify CWP Enhanced Dividend Income ETF	4.86%	Dividend and income	0.56%	$7.19B	+10.6%	-12.0%
DFLV Dimensional US Large Cap Value ETF	4.8%	US value	0.21%	$6.77B	—	—
DJD Invesco Dow Jones Industrial Average Dividend…	4.72%	Dividend and income	0.07%	$486.5M	+11.8%	-15.0%
DFUV Dimensional US Marketwide Value ETF	4.5%	US value	0.21%	$15.43B	—	—
MGV Vanguard Mega Cap Value ETF	4.41%	US value	0.07%	$13.90B^†	+12.8%	-13.8%
USMC Principal U.S. Mega-Cap ETF	4.4%	US stock market	0.12%	$3.49B	+13.6%	-24.1%
VIG Vanguard Dividend Appreciation ETF	4.07%	Dividend and income	0.04%	$130.90B^†	+10.4%	-19.8%
DIA SPDR Dow Jones Industrial Average ETF Trust	3.98%	Sector	0.16%	$45.21B	+9.4%	-18.9%
DYNF iShares U.S. Equity Factor Rotation Active ETF	3.85%	Factor and smart beta	0.26%	$38.61B	+12.9%	-26.2%
VYM Vanguard High Dividend Yield Index ETF	3.82%	Dividend and income	0.04%	$99.19B^†	+11.6%	-12.8%
PWV Invesco Large Cap Value ETF	3.53%	US value	0.55%	$1.73B	+13.3%	-12.8%
IWX iShares Russell Top 200 Value ETF	3.44%	US value	0.2%	$3.56B	+12.6%	-16.3%
PFM Invesco Dividend Achievers™ ETF	3.41%	Dividend and income	0.52%	$789.8M	+10.3%	-16.9%

The biggest JPMorgan holders

Funds that own the most JPMorgan Chase stock in dollars, usually broad index funds where it is one of hundreds of holdings.

These 15 funds together hold about $103.71B of JPMorgan Chase stock, by their latest filings.
VTI holds the most: about $25.71B, 1.12% of the fund.
Lowest cost in this table: SPYM at 0.01%.

Fund	JPMorgan held	JPMorgan weight	Type	Cost	Net assets	5 yr
VTI Vanguard Total Stock Market ETF	$25.71B^†	1.12%	US stock market	0.03%	$2.30T^†	+10.8%
VOO Vanguard S&P 500 ETF	$20.99B^†	1.26%	US stock market	0.03%	$1.67T^†	+11.9%
IVV iShares Core S&P 500 ETF	$12.07B	1.36%	US stock market	0.03%	$888.13B	+11.8%
SPY SPDR S&P 500 ETF Trust	$10.63B	1.36%	US stock market	0.09%	$781.19B	+11.7%
VTV Vanguard Value ETF	$7.78B^†	3.06%	US value	0.03%	$254.48B^†	+12.3%
XLF Financial Select Sector SPDR Fund	$5.93B	11.55%	Sector	0.08%	$51.35B	+8.8%
VIG Vanguard Dividend Appreciation ETF	$5.33B^†	4.07%	Dividend and income	0.04%	$130.90B^†	+10.4%
VYM Vanguard High Dividend Yield Index ETF	$3.79B^†	3.82%	Dividend and income	0.04%	$99.19B^†	+11.6%
SPYM SPDR Portfolio S&P 500 ETF · formerly SPLG	$2.09B	1.36%	US stock market	0.01%	$153.92B	+11.8%
IWD iShares Russell 1000 Value ETF	$1.95B	2.45%	US value	0.18%	$79.74B	+11.4%
DIA SPDR Dow Jones Industrial Average ETF Trust	$1.80B	3.98%	Sector	0.16%	$45.21B	+9.4%
VFH Vanguard Financials ETF	$1.55B^†	10.47%	Sector	0.09%	$14.77B^†	+8.6%
DYNF iShares U.S. Equity Factor Rotation Active ETF	$1.49B	3.85%	Factor and smart beta	0.26%	$38.61B	+12.9%
DGRO iShares Core Dividend Growth ETF	$1.35B	3.16%	Dividend and income	0.08%	$42.77B	+11.2%
IVW iShares S&P 500 Growth ETF	$1.26B	1.68%	US growth	0.18%	$74.97B	+11.2%

Before you buy a fund for its JPMorgan stake

Weight drives the ride

A fund with a large JPMorgan Chase weight will move a lot with the stock. If you already own JPMorgan Chase directly or through an index fund, adding a heavy holder concentrates your bet.

You probably own it already

Most broad US stock funds hold JPMorgan Chase. Check the funds you own before buying another for the same stock.

Weights change

Index funds rebalance on a schedule and active funds trade at will. A fund’s weight today can be different next quarter.

Compare the whole fund

A fund is more than its biggest holding. Look at its cost, its other holdings and how it held up in bad years.

Concentrated in a few big stocks?

ReadyAimRetire shows how your whole portfolio, Social Security and spending play out year by year, including what a big drop in your largest holdings would mean.

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Questions investors ask

Which ETF has the most JPMorgan Chase stock?

By weight, IYG (iShares U.S. Financial Services ETF) at 13.03% of the fund. By dollars, VTI holds the most, about $25.7 billion. Figures are from the funds’ latest SEC holdings reports.

Do S&P 500 funds hold JPMorgan Chase?

JPMorgan Chase is in the S&P 500, so every S&P 500 fund holds it in proportion to its market value, as do total US market funds.

Is it better to buy JPMorgan Chase stock or an ETF that holds it?

Owning the stock gives you all of its ups and downs. An ETF spreads your money across many companies, so one company’s bad news hurts less. Which suits you depends on how much single-company risk you want.

How we built this list

Which funds: ETFs with at least $300 million in net assets that held JPMorgan Chase in our fund holdings data; leveraged, inverse, single-stock and option-overlay funds are left out. Each fund is then re-measured from its latest N-PORT report.
Weight and dollars held: the fund’s JPMorgan Chase position from its N-PORT report (matched by ISIN US46625H1005), as a share of net assets, and that share times the fund’s net assets. † marks Vanguard funds, whose reports cover all share classes, including mutual fund shares.
Returns: total returns with distributions reinvested, to Nov 2, 2026.

Figures computed Nov 3, 2026. For education only, not a recommendation to buy or sell any fund. Past results do not predict future results.

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