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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▲
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
Europe Stock
Expense Ratio
0.09%
TTM Yield
3.7%
3yr Sharpe
0.22
YTD Return
12.5%
3yr Return
26.2%
1yr Return
9.8%
Total Assets
$4B
6M Money Flow
-$3B
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
1.2%
3yr Sharpe
0.05
YTD Return
-0.8%
3yr Return
17.1%
1yr Return
5.5%
Total Assets
$13B
6M Money Flow
-$987M
Japan Stock
Expense Ratio
0.19%
TTM Yield
2.7%
3yr Sharpe
0.11
YTD Return
1.7%
3yr Return
17.8%
1yr Return
0.1%
Total Assets
$12B
6M Money Flow
-$648M
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
Moderately Conservative Allocation
Expense Ratio
0.75%
TTM Yield
5.7%
3yr Sharpe
-0.17
YTD Return
2.0%
3yr Return
8.6%
1yr Return
7.7%
Total Assets
$8B
6M Money Flow
-$564M
Large Growth
Expense Ratio
0.50%
TTM Yield
0.0%
3yr Sharpe
0.21
YTD Return
-7.9%
3yr Return
30.4%
1yr Return
7.0%
Total Assets
$19B
6M Money Flow
-$520M
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
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
Ultrashort Bond
Expense Ratio
0.25%
TTM Yield
4.9%
3yr Sharpe
0.06
YTD Return
1.2%
3yr Return
13.7%
1yr Return
5.3%
Total Assets
$6B
6M Money Flow
-$455M
High Yield Bond
Expense Ratio
0.50%
TTM Yield
7.4%
3yr Sharpe
0.06
YTD Return
1.4%
3yr Return
15.4%
1yr Return
9.2%
Total Assets
$6B
6M Money Flow
-$451M
Emerging Markets Bond
Expense Ratio
0.39%
TTM Yield
7.0%
3yr Sharpe
-0.22
YTD Return
3.2%
3yr Return
6.3%
1yr Return
5.9%
Total Assets
$165M
6M Money Flow
-$424M
High Yield Bond
Expense Ratio
0.07%
TTM Yield
7.6%
3yr Sharpe
0.05
YTD Return
1.5%
3yr Return
15.5%
1yr Return
8.3%
Total Assets
$682M
6M Money Flow
-$380M
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
Target-Date 2025
Expense Ratio
0.17%
TTM Yield
3.5%
3yr Sharpe
-0.03
YTD Return
1.6%
3yr Return
12.9%
1yr Return
7.9%
Total Assets
$2B
6M Money Flow
-$185M
Target-Date 2025
Expense Ratio
0.35%
TTM Yield
3.9%
3yr Sharpe
-0.04
YTD Return
1.5%
3yr Return
12.6%
1yr Return
7.1%
Total Assets
$3B
6M Money Flow
-$179M
Foreign Large Blend
Expense Ratio
0.24%
TTM Yield
2.8%
3yr Sharpe
-
YTD Return
9.3%
3yr Return
-
1yr Return
6.3%
Total Assets
$6B
6M Money Flow
-$173M
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
Derivative Income
Expense Ratio
0.60%
TTM Yield
7.5%
3yr Sharpe
0.21
YTD Return
0.8%
3yr Return
20.7%
1yr Return
7.3%
Total Assets
$6B
6M Money Flow
-$156M
Global Allocation
Expense Ratio
0.78%
TTM Yield
2.6%
3yr Sharpe
-0.18
YTD Return
1.0%
3yr Return
7.8%
1yr Return
5.0%
Total Assets
$3B
6M Money Flow
-$142M
Equity Hedged
Expense Ratio
0.60%
TTM Yield
0.7%
3yr Sharpe
0.17
YTD Return
-2.8%
3yr Return
20.0%
1yr Return
8.2%
Total Assets
$3B
6M Money Flow
-$124M
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 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
Foreign Large Blend
Expense Ratio
0.55%
TTM Yield
3.1%
3yr Sharpe
0.05
YTD Return
7.5%
3yr Return
15.8%
1yr Return
5.5%
Total Assets
$1B
6M Money Flow
-$96M
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
Muni National Interm
Expense Ratio
0.30%
TTM Yield
3.8%
3yr Sharpe
-0.48
YTD Return
0.4%
3yr Return
5.6%
1yr Return
3.0%
Total Assets
$2B
6M Money Flow
-$92M
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
Diversified Emerging Mkts
Expense Ratio
0.35%
TTM Yield
2.3%
3yr Sharpe
-0.19
YTD Return
5.4%
3yr Return
3.3%
1yr Return
8.9%
Total Assets
$2B
6M Money Flow
-$78M
Target-Date 2030
Expense Ratio
0.17%
TTM Yield
3.1%
3yr Sharpe
0.03
YTD Return
1.3%
3yr Return
14.8%
1yr Return
8.1%
Total Assets
$3B
6M Money Flow
-$72M
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
Mid-Cap Blend
Expense Ratio
0.07%
TTM Yield
1.4%
3yr Sharpe
-0.06
YTD Return
-4.1%
3yr Return
11.9%
1yr Return
3.3%
Total Assets
$2B
6M Money Flow
-$53M
Bank Loan
Expense Ratio
0.75%
TTM Yield
9.2%
3yr Sharpe
0.25
YTD Return
-0.5%
3yr Return
16.6%
1yr Return
4.5%
Total Assets
$283M
6M Money Flow
-$53M
Target-Date Retirement
Expense Ratio
0.17%
TTM Yield
3.5%
3yr Sharpe
-0.06
YTD Return
1.7%
3yr Return
12.3%
1yr Return
7.7%
Total Assets
$718M
6M Money Flow
-$51M
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
Global Bond
Expense Ratio
0.65%
TTM Yield
4.7%
3yr Sharpe
-0.31
YTD Return
1.4%
3yr Return
8.1%
1yr Return
5.4%
Total Assets
$4B
6M Money Flow
-$44M
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
Target-Date 2035
Expense Ratio
0.17%
TTM Yield
2.8%
3yr Sharpe
0.08
YTD Return
0.9%
3yr Return
16.8%
1yr Return
8.3%
Total Assets
$3B
6M Money Flow
-$40M
Mid-Cap Value
Expense Ratio
0.18%
TTM Yield
2.2%
3yr Sharpe
0.10
YTD Return
2.4%
3yr Return
18.6%
1yr Return
7.6%
Total Assets
$407M
6M Money Flow
-$31M
Foreign Large Value
Expense Ratio
0.37%
TTM Yield
4.2%
3yr Sharpe
0.04
YTD Return
7.5%
3yr Return
15.3%
1yr Return
7.5%
Total Assets
$322M
6M Money Flow
-$29M
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
Target-Date 2045
Expense Ratio
0.17%
TTM Yield
2.3%
3yr Sharpe
0.13
YTD Return
0.5%
3yr Return
19.5%
1yr Return
8.5%
Total Assets
$2B
6M Money Flow
-$28M
Target-Date 2040
Expense Ratio
0.17%
TTM Yield
2.5%
3yr Sharpe
0.11
YTD Return
0.7%
3yr Return
18.4%
1yr Return
8.4%
Total Assets
$3B
6M Money Flow
-$27M