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Saturday, October 3, 2026The Morning Brief →Sign in

Who holds JPMJPMORGAN CHASE

60 funds on our shelf carry JPMORGAN CHASE — heaviest hand: IYG at 13.02% of its book.

FundWeightFund assetsShares held
IYGiShares U.S. Financial Services ETFINDEX13.02%$2.1B819,204
XLFFinancial Select Sector SPDR FundINDEX11.63%$50B18,242,250
IYFiShares U.S. Financials ETFINDEX11.34%$4B1,282,600
VFHVanguard Financials Index FundINDEX10.44%$10.3B4,328,023
KBWBInvesco KBW Bank ETFINDEX8.16%$6.3B1,524,646
PFIInvesco Dorsey Wright Financial Momentum ETFINDEX5.90%$59M9,853
IXGiShares Global Financials ETFINDEX5.89%$718M121,439
VDIGVanguard Wellington Dividend Growth Active ETF4.66%—4,485
HECOState Street Galaxy Hedged Digital Asset Ecosystem ETF4.49%—11,857
DECOState Street Galaxy Digital Asset Ecosystem ETF4.43%—3,034
MGVVanguard Morningstar Mega Cap Value ETFINDEX4.41%$8.2B1,722,292
VIGVanguard Div Appreciation ETFINDEX4.08%$84.8B15,167,858
DJIAGlobal X Dow 30 Covered Call ETFACTIVE3.90%$89M21,956
DYLGGlobal X Dow 30 Covered Call & Growth ETF3.87%—548
VYMVanguard High Dividend Yield Index FundINDEX3.83%$58.1B10,846,305
DIASPDR Dow Jones Industrial Average ETF TrustINDEX3.79%$43.7B5,097,433
VTVVanguard Value Index FundINDEX3.48%$125.5B25,609,173
TOPTiShares Top 20 U.S. Stocks ETF3.41%—73,127
DJDInvesco Dow Jones Industrial Average Dividend ETFINDEX3.36%$499M49,572
IWXiShares Russell Top 200 Value ETFINDEX3.36%$3.9B368,901
PWVInvesco Large Cap Value ETFACTIVE3.32%$1.8B181,357
PFMInvesco Dividend Achievers ETFINDEX3.27%$779M75,713
DYNFBLACKROCK US EQUITY FACTOR ROTATION ETF3.25%$42B4,100,171
SHEState Street SPDR MSCI USA Gender Diversity ETFINDEX3.22%$334M32,006
BIGYYieldMax Target 12 Big 50 Option Income ETF3.13%—3,135
CPTLGlobal X Morningstar Capital Allocation Leaders ETF3.12%—10,595
DGROiShares Core Dividend Growth ETFINDEX2.82%$41.9B3,556,230
ILCViShares Morningstar Value ETFINDEX2.62%$1.3B103,408
EVUSIshares ESG Aware MSCI USA Value ETFINDEX2.55%$383M28,986
DIVBiShares U.S. Dividend and Buyback ETFINDEX2.54%$2B152,579
VONVVanguard Russell 1000 Value ETFINDEX2.53%$9.2B1,697,774
IWDiShares Russell 1000 Value ETFINDEX2.45%$82.4B5,948,783
SPINState Street US Equity Premium Income ETF2.18%—3,068
IOOiShares Global 100 ETFINDEX2.15%$9.3B589,961
XLGInvesco S&P 500 Top 50 ETFINDEX2.10%$11.8B735,181
EGLEGlobal X S&P 500 U.S. Revenue Leaders ETF2.04%—137
OEFiShares S&P 100 ETFINDEX1.81%$20.7B1,108,365
VOOGVanguard S&P 500 Growth ETFINDEX1.80%$12.3B1,372,684
MGCVanguard Mega Cap Index FundINDEX1.75%$6B537,436
SPYGState Street SPDR Portfolio S&P 500 Growth ETFINDEX1.67%$56.2B2,703,467
TOPCiShares S&P 500 3% Capped ETF1.64%—1,615
PRFInvesco RAFI US 1000 ETFINDEX1.63%$9.9B481,493
IVWiShares S&P 500 Growth ETFINDEX1.63%$79.1B3,838,357
XVViShares ESG Screened S&P 500 ETFINDEX1.61%$688M32,744
SPXVProShares S&P 500 Ex-Health Care ETFINDEX1.60%$22M1,836
IWLiShares Russell Top 200 ETFINDEX1.56%$2.3B104,639
IUSGiShares Core S&P U.S. Growth ETFINDEX1.55%$34.3B1,592,121
CATHGlobal X S&P 500 Catholic Values ETFINDEX1.52%$908M62,515
QVMLInvesco S&P 500 QVM Multi-factor ETFINDEX1.51%$1.7B75,574
ESGVVanguard ESG U.S. Stock ETFINDEX1.49%$9.2B601,103
LRGFiShares U.S. Equity Factor ETFINDEX1.48%$3.7B162,937
VVVanguard Morningstar Large-Cap ETFINDEX1.47%$37.4B3,153,617
VLUState Street SPDR S&P 1500 Value Tilt ETFINDEX1.46%$753M32,967
VOOVanguard 500 Index FundINDEX1.44%$500.4B71,179,421
RWLInvesco S&P 500 Revenue ETFINDEX1.43%$9.8B417,593
CHRIGlobal X S&P 500 Christian Values ETF1.39%—380
NZUSSPDR MSCI USA Climate Paris Aligned ETFINDEX1.39%$38.2B138
SPYXState Street SPDR S&P 500 Fossil Fuel Reserves Free ETFINDEX1.39%$2.9B117,374
XYLDGlobal X S&P 500 Covered Call ETFACTIVE1.36%$2.8B138,316
XRMIGlobal X S&P 500 Risk Managed Income ETFACTIVE1.36%$37M2,539

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