JPMorgan

Statistics as of Apr 02, 2025

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Found total of 151 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Blend
Expense Ratio
0.59%
TTM Yield
0.6%
3yr Sharpe
-0.15
YTD Return
-3.2%
3yr Return
6.1%
1yr Return
3.2%
Total Assets
$386M
6M Money Flow
-$17M
Trading--Miscellaneous
Expense Ratio
0.85%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.2%
3yr Return
-
1yr Return
-
Total Assets
0
6M Money Flow
-
Small Blend
Expense Ratio
0.75%
TTM Yield
0.6%
3yr Sharpe
-0.15
YTD Return
-5.3%
3yr Return
5.8%
1yr Return
1.4%
Total Assets
$4B
6M Money Flow
-$334M
Large Value
Expense Ratio
0.69%
TTM Yield
1.3%
3yr Sharpe
0.26
YTD Return
2.5%
3yr Return
26.0%
1yr Return
9.8%
Total Assets
$6B
6M Money Flow
$23M
Europe Stock
Expense Ratio
0.77%
TTM Yield
3.7%
3yr Sharpe
0.34
YTD Return
14.9%
3yr Return
33.6%
1yr Return
9.7%
Total Assets
$577M
6M Money Flow
$13M
Muni National Short
Expense Ratio
0.25%
TTM Yield
3.0%
3yr Sharpe
-1.92
YTD Return
0.8%
3yr Return
8.2%
1yr Return
3.5%
Total Assets
$2B
6M Money Flow
$184M
Small Value
Expense Ratio
0.80%
TTM Yield
2.0%
3yr Sharpe
0.04
YTD Return
-2.7%
3yr Return
16.7%
1yr Return
3.3%
Total Assets
$10B
6M Money Flow
$33M
Muni National Interm
Expense Ratio
0.45%
TTM Yield
3.3%
3yr Sharpe
-0.48
YTD Return
0.7%
3yr Return
5.7%
1yr Return
2.4%
Total Assets
$591M
6M Money Flow
$12M
Global Large-Stock Growth
Expense Ratio
0.49%
TTM Yield
1.6%
3yr Sharpe
-0.16
YTD Return
-2.9%
3yr Return
3.9%
1yr Return
-0.3%
Total Assets
$5M
6M Money Flow
-$9M
Target-Date 2035
Expense Ratio
0.40%
TTM Yield
3.0%
3yr Sharpe
0.08
YTD Return
1.0%
3yr Return
17.0%
1yr Return
7.5%
Total Assets
$4B
6M Money Flow
$23M
Target-Date 2040
Expense Ratio
0.40%
TTM Yield
2.7%
3yr Sharpe
0.11
YTD Return
0.8%
3yr Return
18.7%
1yr Return
7.5%
Total Assets
$4B
6M Money Flow
-$29M
Small Blend
Expense Ratio
0.40%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.7%
3yr Return
-
1yr Return
-
Total Assets
$6M
6M Money Flow
$547K
Muni National Long
Expense Ratio
0.45%
TTM Yield
3.7%
3yr Sharpe
-0.45
YTD Return
0.4%
3yr Return
2.3%
1yr Return
3.3%
Total Assets
$754M
6M Money Flow
$72M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
2.7%
3yr Sharpe
0.08
YTD Return
0.1%
3yr Return
17.0%
1yr Return
6.9%
Total Assets
$5B
6M Money Flow
-$43M
Aggressive Allocation
Expense Ratio
0.97%
TTM Yield
2.3%
3yr Sharpe
0.14
YTD Return
-0.4%
3yr Return
20.3%
1yr Return
6.7%
Total Assets
$6B
6M Money Flow
$51M
Intermediate Core Bond
Expense Ratio
0.40%
TTM Yield
4.0%
3yr Sharpe
-0.40
YTD Return
3.3%
3yr Return
5.6%
1yr Return
7.0%
Total Assets
$6B
6M Money Flow
$56M
Large Value
Expense Ratio
0.45%
TTM Yield
2.1%
3yr Sharpe
0.13
YTD Return
3.3%
3yr Return
19.6%
1yr Return
9.8%
Total Assets
$44B
6M Money Flow
-$3B
Moderately Conservative Allocation
Expense Ratio
0.94%
TTM Yield
3.4%
3yr Sharpe
-0.17
YTD Return
1.7%
3yr Return
9.8%
1yr Return
6.6%
Total Assets
$4B
6M Money Flow
-$26M
Moderate Allocation
Expense Ratio
0.96%
TTM Yield
3.0%
3yr Sharpe
0.00
YTD Return
0.7%
3yr Return
14.0%
1yr Return
6.8%
Total Assets
$5B
6M Money Flow
-$159M
Intermediate Government
Expense Ratio
0.30%
TTM Yield
3.0%
3yr Sharpe
-0.59
YTD Return
3.1%
3yr Return
2.2%
1yr Return
6.1%
Total Assets
$2B
6M Money Flow
$7M
Large Blend
Expense Ratio
0.05%
TTM Yield
1.3%
3yr Sharpe
0.30
YTD Return
-3.3%
3yr Return
30.5%
1yr Return
10.4%
Total Assets
$11B
6M Money Flow
-$459M
Mid-Cap Blend
Expense Ratio
0.35%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.7%
3yr Return
-
1yr Return
-
Total Assets
$6M
6M Money Flow
-$2K
Large Blend
Expense Ratio
0.30%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.3%
3yr Return
-
1yr Return
-
Total Assets
$12M
6M Money Flow
-$718.81
Large Value
Expense Ratio
0.50%
TTM Yield
1.8%
3yr Sharpe
0.18
YTD Return
1.9%
3yr Return
23.1%
1yr Return
10.1%
Total Assets
$9B
6M Money Flow
-$588M
Large Value
Expense Ratio
0.12%
TTM Yield
2.4%
3yr Sharpe
0.14
YTD Return
-2.8%
3yr Return
21.8%
1yr Return
4.2%
Total Assets
$673M
6M Money Flow
$63M
Small Blend
Expense Ratio
0.72%
TTM Yield
0.6%
3yr Sharpe
-0.18
YTD Return
-8.7%
3yr Return
2.7%
1yr Return
-4.8%
Total Assets
$892M
6M Money Flow
-$46M
Large Blend
Expense Ratio
0.20%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
-
Total Assets
$12M
6M Money Flow
-
Large Blend
Expense Ratio
0.44%
TTM Yield
0.8%
3yr Sharpe
0.26
YTD Return
-4.4%
3yr Return
28.4%
1yr Return
8.0%
Total Assets
$30B
6M Money Flow
-$507M
Target-Date 2055
Expense Ratio
0.17%
TTM Yield
2.2%
3yr Sharpe
0.14
YTD Return
0.3%
3yr Return
20.2%
1yr Return
8.6%
Total Assets
$1B
6M Money Flow
-$11M
Target-Date 2020
Expense Ratio
0.34%
TTM Yield
4.1%
3yr Sharpe
-0.07
YTD Return
1.7%
3yr Return
12.2%
1yr Return
7.1%
Total Assets
$1B
6M Money Flow
-$120M
Target-Date 2050
Expense Ratio
0.41%
TTM Yield
2.4%
3yr Sharpe
0.14
YTD Return
0.4%
3yr Return
20.4%
1yr Return
7.6%
Total Assets
$3B
6M Money Flow
$19M
Technology
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-9.2%
3yr Return
-
1yr Return
4.4%
Total Assets
$1B
6M Money Flow
$704M
Target-Date 2020
Expense Ratio
0.17%
TTM Yield
3.6%
3yr Sharpe
-0.06
YTD Return
1.7%
3yr Return
12.5%
1yr Return
7.8%
Total Assets
$859M
6M Money Flow
-$94M
Small Value
Expense Ratio
0.74%
TTM Yield
1.2%
3yr Sharpe
-0.17
YTD Return
-5.8%
3yr Return
3.3%
1yr Return
-0.1%
Total Assets
$1B
6M Money Flow
-$91M
Nontraditional Bond
Expense Ratio
0.75%
TTM Yield
4.8%
3yr Sharpe
-0.17
YTD Return
0.9%
3yr Return
12.9%
1yr Return
4.7%
Total Assets
$10B
6M Money Flow
$125M
Target-Date 2030
Expense Ratio
0.35%
TTM Yield
3.5%
3yr Sharpe
0.02
YTD Return
1.2%
3yr Return
14.7%
1yr Return
7.2%
Total Assets
$4B
6M Money Flow
-$113M
Target-Date 2065+
Expense Ratio
0.42%
TTM Yield
2.1%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
7.5%
Total Assets
$72M
6M Money Flow
$32M
Target-Date Retirement
Expense Ratio
0.34%
TTM Yield
4.0%
3yr Sharpe
-0.06
YTD Return
1.7%
3yr Return
12.3%
1yr Return
7.1%
Total Assets
$1B
6M Money Flow
-$55M
Nontraditional Bond
Expense Ratio
0.65%
TTM Yield
4.8%
3yr Sharpe
-0.05
YTD Return
1.4%
3yr Return
12.9%
1yr Return
5.9%
Total Assets
$1B
6M Money Flow
$67M
Short-Term Bond
Expense Ratio
0.28%
TTM Yield
4.2%
3yr Sharpe
-0.29
YTD Return
1.6%
3yr Return
11.7%
1yr Return
6.2%
Total Assets
$11B
6M Money Flow
$867M
Short-Term Bond
Expense Ratio
0.33%
TTM Yield
4.1%
3yr Sharpe
-0.22
YTD Return
2.1%
3yr Return
11.6%
1yr Return
6.9%
Total Assets
$4B
6M Money Flow
$2M
Short-Term Bond
Expense Ratio
0.33%
TTM Yield
4.8%
3yr Sharpe
-0.21
YTD Return
2.0%
3yr Return
11.5%
1yr Return
6.6%
Total Assets
$635M
6M Money Flow
$155M