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ETF Holdings Breakdown of JPM

Stock NameJPMorgan Chase & Co
TickerJPM(USD) NYSE
TYPECommon Stock
CountryUSA
ISINUS46625H1005
LEI8I5DZWZKVSZI1NUHU748

JPM institutional holdings

The following institutional investment holdings of JPM have been identified

Date ETF ISIN/Name Num Shares Book value Derived Price per Share Comment
2025-11-27 IE00B5BMR087 (iShares Core S&P 500 UCITS ETF USD (Acc)) 6,502,507USD 2,000,431,253 307.64  
2025-11-27 IE00BD8KRH84 (iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)) 6,502,507USD 2,000,431,253 307.64  
2025-11-27 IE00BL3J3G74 (iShares Core S&P 500 UCITS ETF MXN Hedged (Acc)) 6,502,507USD 2,000,431,253 307.64  
2025-11-27 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 4,282,865USD 1,317,580,589 307.64  
2025-11-27 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 4,282,865USD 1,317,580,589 307.64  
2025-11-27 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF) 4,282,865USD 1,317,580,589 307.64  
2025-11-27 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist)) 4,282,865USD 1,317,580,589 307.64  
2025-11-27 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist)) 1,330,129USD 409,200,886 307.64  
2025-11-25 IE0031442068 (iShares Core S&P 500 UCITS ETF USD (Dist)) 954,573 -0.3%USD 289,235,619 1.3% 303.00  
2025-11-24 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 736,377 0.2%USD 219,440,346 0.2% 298.00  
2025-11-27 IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist)) 896,308USD 275,740,193 307.64  
2025-11-27 IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc)) 896,308USD 275,740,193 307.64  
2025-11-27 IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist)) 289,989USD 89,212,216 307.64  
2025-11-27 IE00B3ZW0K18 (iShares S&P 500 EUR Hedged UCITS ETF (Acc)) 414,741USD 110,044,350 0.0% 265.33  
2025-11-27 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 177,162USD 54,502,118 307.64  
2025-11-27 IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist)) 218,545USD 67,233,184 307.64  
2025-11-27 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF) 218,545USD 67,233,184 307.64  
2025-11-27 IE0003WV2ME7 (iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)) 25,714 1.3%USD 7,910,655 4.3% 307.64  
2025-11-26 IE000MLMNYS0 (iShares S&P 500 Equal Weight UCITS ETF USD (Acc)) 25,714USD 7,910,655 1.5% 307.64  
2025-11-27 IE00BP3QZ825 (iShares Edge MSCI World Momentum Factor UCITS ETF) 413,949USD 127,347,270 307.64  
2025-11-27 IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc)) 144,277USD 44,385,376 307.64  
2025-11-27 IE00B6SPMN59 (iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc)) 111,865USD 34,414,149 307.64  
2025-11-27 IE00BD93YH54 (iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)) 111,865USD 34,414,149 307.64  
2025-11-27 IE00B4JNQZ49 (iShares S&P 500 Financials Sector UCITS ETF USD (Acc)) 843,619USD 259,530,949 307.64  
2025-11-27 IE00B53L4350 (iShares VII PLC - iShares Dow Jones Indust Avg ETF USD Acc) 206,670USD 63,579,959 307.64  
2025-11-27 IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD) 56,332USD 17,329,976 307.64  
2025-11-25 IE00BMXC7V63 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)) 5,644 0.7%USD 1,710,132 2.3% 303.00  
2025-11-27 IE000G4PH2B1 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD Dist) 5,644USD 1,736,320 307.64  
2025-11-27 IE00B3Y8X563 (iShares S&P 500 GBP Hedged UCITS ETF (Acc)) 65,231USD 15,145,407 -0.2% 232.18  
2025-11-27 IE00BD1F4N50 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Acc) GBP) 108,768USD 33,461,388 307.64  
2025-11-27 IE00BFF5RZ82 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)) 108,768USD 33,461,388 307.64  
2025-11-27 IE00BN92ZL31 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)) 22,540USD 6,934,206 307.64  
2025-11-27 IE00BMXC7W70 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)) 22,540USD 6,934,206 307.64  
2025-11-27 IE00BD3V0B10 (iShares S&P U.S. Banks UCITS ETF) 167,813USD 51,625,991 307.64  
2025-11-27 IE000ZPUEP93 (iShares S&P U.S. Banks UCITS ETF (USD Dist)) 167,813USD 51,625,991 307.64  
2025-11-27 IE00BZ0PKS76 (iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)) 4,859USD 1,494,823 307.64  
2025-11-27 IE00BG13YZ23 (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist)) 4,859USD 1,494,823 307.64  
2025-11-27 IE00BJ5JP097 (iShares MSCI World Financials Sector ESG UCITS ETF USD (Dist)) 122,538USD 37,697,590 307.64  
2025-11-27 IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF) 24,347USD 7,490,111 307.64  
2025-11-27 IE000KJPDY61 (iShares World Equity High Income UCITS ETF USD Inc) 7,479USD 2,300,840 307.64  
2025-11-27 IE000WHL2ZK1 (iShares U.S. Equity High Income UCITS ETF USD Inc) 1,700 99.2%USD 522,988 99.2% 307.64  
2025-11-27 IE000D8XC064 (iShares World Equity Enhanced Active UCITS ETF USD (Acc)) 43,881USD 13,499,551 307.64  
2025-11-27 IE0009VWHAE6 (iShares US Equity Enhanced Active UCITS ETF USD (Acc)) 39,647USD 12,197,003 307.64  
2025-11-27 IE000YG82CF0 (iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)) 554USD 170,433 307.64  
2025-11-27 IE000MGAVJV3 (iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)) 554USD 170,433 307.64  
2025-11-27 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 739,617USD 227,535,774 307.64  
2025-11-27 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc)) 896,308USD 275,740,193 307.64  
2025-11-27 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 177,162USD 54,502,118 307.64  
2025-11-27 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc)) 181,191USD 48,075,897 265.33  
2025-11-27 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc)) 17,859USD 4,146,523 -0.2% 232.18  
Total =47,648,979 USD 14,615,695,671
Book value of shares is calculated on the adjusted close price of each day (row).

News associated with JPM

JPMorgan Chase & Co. (NYSE:JPM) Hits New 52-Week High After Dividend Announcement
JPMorgan Chase & Co. (NYSE:JPM) hit a new 52-week high during trading on Wednesday after the company announced a dividend. The stock traded as high as $310.90 and last traded at $309.19, with a volume of 10518660 shares. The stock had previously closed at $308.90. The newly announced dividend which will be paid on Friday, […] - 2025-09-18 02:12:52
MGC, JPM, BRK.B, V: ETF Inflow Alert
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Mega Cap ETF (Symbol: MGC) where we have detected an approximate $241.8 million dollar inflow -- that's a 3.1% increase week over week in ou - 2025-09-16 11:51:13
Noteworthy Thursday Option Activity: UNH, CRWD, JPM
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in UnitedHealth Group Inc (Symbol: UNH), where a total of 337,577 contracts have traded so far, representing approximately 33.8 million underlying shares. That amounts to ab - 2025-09-11 14:43:21
Company News for Sep 10, 2025
Companies in The News Are: JPM, CNM, AAPL, CASY - 2025-09-10 10:27:00
XLF, BRK.B, JPM, V: ETF Inflow Alert
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the The Financial Select Sector SPDR Fund (Symbol: XLF) where we have detected an approximate $663.4 million dollar inflow -- that's a 1.2% increase week - 2025-09-08 12:03:00
JPMorgan Chase Reaches Analyst Target Price
In recent trading, shares of JPMorgan Chase & Co (Symbol: JPM) have crossed above the average analyst 12-month target price of $302.24, changing hands for $303.82/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrad - 2025-09-05 08:27:58
Linda Bammann Sells 9,500 Shares of JPMorgan Chase & Co. (NYSE:JPM) Stock
JPMorgan Chase & Co. (NYSE:JPM) Director Linda Bammann sold 9,500 shares of the company’s stock in a transaction dated Tuesday, September 2nd. The shares were sold at an average price of $297.94, for a total transaction of $2,830,430.00. Following the transaction, the director owned 82,207 shares in the company, valued at $24,492,753.58. This represents a […] - 2025-09-03 05:12:54
PBUS, GOOGL, JPM, V: Large Inflows Detected at ETF
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco MSCI USA ETF (Symbol: PBUS) where we have detected an approximate $434.1 million dollar inflow -- that's a 5.4% increase week over week in ou - 2025-08-29 11:48:33
JPMorgan Chase & Co. (NYSE:JPM) Receives Consensus Rating of “Moderate Buy” from Brokerages
JPMorgan Chase & Co. (NYSE:JPM) has received an average recommendation of “Moderate Buy” from the twenty-three brokerages that are currently covering the stock, Marketbeat.com reports. Three investment analysts have rated the stock with a sell rating, six have issued a hold rating, thirteen have issued a buy rating and one has assigned a strong buy […] - 2025-08-28 02:40:48
5 Blue-Chip Stocks to Buy as the Dow Achieves New Milestones
JPM, GS, JNJ, DIS, and MSFT are five blue-chip stocks that stand out with strong growth drivers and upgraded estimates as the Dow hits record highs. - 2025-08-25 08:44:00
JPMorgan To Pay $330 Million To Settle Malaysia's 1MDB Claims
(RTTNews) - JPMorgan Chase (JPM), Friday announced that it has agreed to pay 1.4 billion ringgit or $330 million to Malaysia to resolve all claims tied to the 1MDB scandal. - 2025-08-22 12:52:38
Sen. Angus S. King Jr. Buys JPMorgan Chase & Co. (NYSE:JPM) Stock
Senator Angus S. King Jr. (I-Maine) recently bought shares of JPMorgan Chase & Co. (NYSE:JPM). In a filing disclosed on August 18th, the Senator disclosed that they had bought between $1,001 and $15,000 in JPMorgan Chase & Co. stock on July 21st. Senator Angus S. King Jr. also recently made the following trade(s): Purchased $1,001 […] - 2025-08-22 03:06:45
MTUM, JPM, PM, HWM: Large Inflows Detected at ETF
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares MSCI USA Momentum Factor ETF (Symbol: MTUM) where we have detected an approximate $255.0 million dollar inflow -- that's a 1.4% increase week - 2025-08-21 12:29:00
Rep. Lisa C. McClain Buys JPMorgan Chase & Co. (NYSE:JPM) Stock
Representative Lisa C. McClain (R-Michigan) recently bought shares of JPMorgan Chase & Co. (NYSE:JPM). In a filing disclosed on August 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in JPMorgan Chase & Co. stock on June 17th. The trade occurred in the Representative’s “CHARLES SCHWAB BROKERAGE ACCOUNT 924” account. Representative Lisa […] - 2025-08-21 03:08:44
Noteworthy Monday Option Activity: ORCL, PSX, JPM
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Oracle Corp (Symbol: ORCL), where a total volume of 45,751 contracts has been traded thus far today, a contract volume which is representative of approximately 4 - 2025-08-18 16:18:47
The Zacks Analyst Blog Highlights PayPal, JPMorgan Chase, Intuit, ACI Worldwide and Remitly Global
Zacks highlights PayPal, JPMorgan, Intuit, ACI Worldwide, and Remitly as top mobile payment plays poised to benefit from the cashless shift. - 2025-08-18 07:03:00
Buy 5 Mobile Payments Stocks and Hold for Long Term to Reap Benefits
PYPL, JPM, INTU, ACIW and RELY are five mobile payment stocks poised to benefit from the accelerating shift to cashless transactions. - 2025-08-15 09:25:00
Noteworthy ETF Inflows: SPYG, LLY, JPM, BRK.B
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR Portfolio S&P 500 Growth ETF (Symbol: SPYG) where we have detected an approximate $220.6 million dollar inflow -- that's a 0.6% increase wee - 2025-08-13 11:50:06
Mutual of America Capital Management LLC Sells 12,867 Shares of JPMorgan Chase & Co. (NYSE:JPM)
Mutual of America Capital Management LLC lessened its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.6% during the first quarter, Holdings Channel.com reports. The fund owned 348,140 shares of the financial services provider’s stock after selling 12,867 shares during the period. JPMorgan Chase & Co. accounts for 1.0% of Mutual of America Capital Management […] - 2025-08-12 04:11:05
Sen. John Boozman Sells JPMorgan Chase & Co. (NYSE:JPM) Stock
Senator John Boozman (R-Arkansas) recently sold shares of JPMorgan Chase & Co. (NYSE:JPM). In a filing disclosed on August 06th, the Senator disclosed that they had sold between $1,001 and $15,000 in JPMorgan Chase & Co. stock on July 24th. Senator John Boozman also recently made the following trade(s): Purchased $1,001 – $15,000 in shares […] - 2025-08-08 03:04:52
JPMorgan Chase & Co. (NYSE:JPM) Stock Position Lowered by Nicolet Advisory Services LLC
Nicolet Advisory Services LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 0.4% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 65,070 shares of the financial services provider’s stock after selling 237 shares during the period. JPMorgan Chase & Co. comprises […] - 2025-08-07 05:55:01
JPMorgan Chase & Co. (NYSE:JPM) Stock Position Decreased by Alexander Randolph Advisory Inc.
Alexander Randolph Advisory Inc. lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 4.7% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,729 shares of the financial services provider’s stock after selling 630 shares during the period. JPMorgan Chase & Co. […] - 2025-08-07 05:54:59
Momentous Wealth Management Inc. Has $438,000 Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Momentous Wealth Management Inc. boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 49.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,784 shares of the financial services provider’s stock after purchasing an additional 591 shares during the […] - 2025-08-07 05:54:59
Coastal Bridge Advisors LLC Buys 425 Shares of JPMorgan Chase & Co. (NYSE:JPM)
Coastal Bridge Advisors LLC increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.2% during the 1st quarter, Holdings Channel reports. The fund owned 10,521 shares of the financial services provider’s stock after acquiring an additional 425 shares during the period. Coastal Bridge Advisors LLC’s holdings in JPMorgan Chase & Co. were […] - 2025-08-07 05:54:58
EFG Asset Management Americas Corp. Lowers Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)
EFG Asset Management Americas Corp. cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 57,689 shares of the financial services provider’s stock after selling 1,071 shares during the period. JPMorgan […] - 2025-08-07 05:54:57
BCGM Wealth Management LLC Boosts Stock Position in JPMorgan Chase & Co. (NYSE:JPM)
BCGM Wealth Management LLC boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.5% in the first quarter, HoldingsChannel reports. The institutional investor owned 18,325 shares of the financial services provider’s stock after purchasing an additional 444 shares during the quarter. JPMorgan Chase & Co. makes up 1.4% of BCGM Wealth Management LLC’s portfolio, […] - 2025-08-07 05:54:57
Invictus Private Wealth LLC Cuts Stock Position in JPMorgan Chase & Co. (NYSE:JPM)
Invictus Private Wealth LLC cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.7% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 58,959 shares of the financial services provider’s stock after selling 1,013 shares during the period. JPMorgan Chase & Co. comprises about 1.1% […] - 2025-08-07 05:54:57
US Financial Advisors LLC Takes $327,000 Position in JPMorgan Chase & Co. (NYSE:JPM)
US Financial Advisors LLC purchased a new position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 1,335 shares of the financial services provider’s stock, valued at approximately $327,000. Several other hedge funds have […] - 2025-08-07 05:54:56
Harbour Investments Inc. Boosts Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Harbour Investments Inc. raised its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 36,445 shares of the financial services provider’s stock after purchasing an additional 350 shares […] - 2025-08-07 05:13:06
Reviewing JPMorgan Chase & Co. (NYSE:JPM) and UP Fintech (NASDAQ:TIGR)
UP Fintech (NASDAQ:TIGR – Get Free Report) and JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) are both finance companies, but which is the better business? We will compare the two businesses based on the strength of their earnings, dividends, valuation, institutional ownership, profitability, risk and analyst recommendations. Profitability This table compares UP Fintech […] - 2025-08-07 04:36:49

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