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 Return ▲1yr ReturnTotal Assets6M Money Flow
Real Estate
Expense Ratio
0.11%
TTM Yield
3.1%
3yr Sharpe
-0.25
YTD Return
1.7%
3yr Return
-3.5%
1yr Return
13.9%
Total Assets
$899M
6M Money Flow
$62M
Diversified Emerging Mkts
Expense Ratio
0.34%
TTM Yield
2.4%
3yr Sharpe
-0.26
YTD Return
3.0%
3yr Return
0.2%
1yr Return
7.2%
Total Assets
$1B
6M Money Flow
-$3M
Pacific/Asia ex-Japan Stk
Expense Ratio
0.19%
TTM Yield
4.2%
3yr Sharpe
-0.26
YTD Return
2.3%
3yr Return
0.4%
1yr Return
6.9%
Total Assets
$5B
6M Money Flow
$61M
Intermediate Core-Plus Bond
Expense Ratio
0.56%
TTM Yield
3.5%
3yr Sharpe
-0.60
YTD Return
2.8%
3yr Return
0.7%
1yr Return
5.1%
Total Assets
$148M
6M Money Flow
-$8M
Intermediate Core Bond
Expense Ratio
0.03%
TTM Yield
4.2%
3yr Sharpe
-0.55
YTD Return
3.1%
3yr Return
1.7%
1yr Return
6.0%
Total Assets
$1B
6M Money Flow
$25M
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
High Yield Muni
Expense Ratio
0.35%
TTM Yield
4.2%
3yr Sharpe
-0.47
YTD Return
1.4%
3yr Return
2.2%
1yr Return
6.5%
Total Assets
$204M
6M Money Flow
$24M
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
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
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
Corporate Bond
Expense Ratio
0.04%
TTM Yield
5.0%
3yr Sharpe
-0.39
YTD Return
2.7%
3yr Return
3.4%
1yr Return
6.4%
Total Assets
$40M
6M Money Flow
-$7M
Intermediate Core Bond
Expense Ratio
0.34%
TTM Yield
4.1%
3yr Sharpe
-0.48
YTD Return
3.2%
3yr Return
3.8%
1yr Return
6.6%
Total Assets
$50B
6M Money Flow
$1B
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
Intermediate Core-Plus Bond
Expense Ratio
0.38%
TTM Yield
4.9%
3yr Sharpe
-0.44
YTD Return
3.0%
3yr Return
4.4%
1yr Return
7.0%
Total Assets
$23B
6M Money Flow
$267M
Small Blend
Expense Ratio
0.09%
TTM Yield
1.4%
3yr Sharpe
-0.14
YTD Return
-9.5%
3yr Return
4.5%
1yr Return
2.2%
Total Assets
$506M
6M Money Flow
-$567K
Corporate Bond
Expense Ratio
0.40%
TTM Yield
5.0%
3yr Sharpe
-0.34
YTD Return
2.7%
3yr Return
4.6%
1yr Return
6.7%
Total Assets
$367M
6M Money Flow
$39M
Small Blend
Expense Ratio
0.74%
TTM Yield
1.2%
3yr Sharpe
-0.16
YTD Return
-6.8%
3yr Return
4.7%
1yr Return
-1.3%
Total Assets
$1B
6M Money Flow
-$3M
Small Blend
Expense Ratio
0.29%
TTM Yield
1.8%
3yr Sharpe
-0.14
YTD Return
-5.5%
3yr Return
5.1%
1yr Return
1.8%
Total Assets
$491M
6M Money Flow
$5M
Intermediate Core-Plus Bond
Expense Ratio
0.38%
TTM Yield
5.0%
3yr Sharpe
-0.40
YTD Return
3.1%
3yr Return
5.1%
1yr Return
7.1%
Total Assets
$6B
6M Money Flow
$2B
Muni National Interm
Expense Ratio
0.18%
TTM Yield
3.7%
3yr Sharpe
-0.51
YTD Return
0.1%
3yr Return
5.2%
1yr Return
2.9%
Total Assets
$264M
6M Money Flow
$41M
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
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
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
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
Muni New York Intermediate
Expense Ratio
0.45%
TTM Yield
3.3%
3yr Sharpe
-0.54
YTD Return
0.2%
3yr Return
5.9%
1yr Return
2.2%
Total Assets
$396M
6M Money Flow
$13M
Muni California Intermediate
Expense Ratio
0.35%
TTM Yield
3.2%
3yr Sharpe
-0.52
YTD Return
0.1%
3yr Return
6.1%
1yr Return
2.1%
Total Assets
$378M
6M Money Flow
$47M
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
Foreign Large Growth
Expense Ratio
0.55%
TTM Yield
1.7%
3yr Sharpe
-0.13
YTD Return
2.3%
3yr Return
6.1%
1yr Return
4.0%
Total Assets
$104M
6M Money Flow
$3M
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
Muni National Short
Expense Ratio
0.25%
TTM Yield
3.0%
3yr Sharpe
-0.64
YTD Return
1.2%
3yr Return
6.5%
1yr Return
3.6%
Total Assets
$791M
6M Money Flow
$5M
Muni National Interm
Expense Ratio
0.18%
TTM Yield
3.5%
3yr Sharpe
-0.41
YTD Return
0.4%
3yr Return
6.8%
1yr Return
2.6%
Total Assets
$3B
6M Money Flow
$775M
Diversified Emerging Mkts
Expense Ratio
0.44%
TTM Yield
5.3%
3yr Sharpe
-0.13
YTD Return
2.5%
3yr Return
7.6%
1yr Return
4.0%
Total Assets
$319M
6M Money Flow
-$7M
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
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
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
Mid-Cap Growth
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-0.11
YTD Return
-6.7%
3yr Return
8.4%
1yr Return
-1.5%
Total Assets
$11B
6M Money Flow
$71M
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
Muni National Short
Expense Ratio
0.18%
TTM Yield
3.2%
3yr Sharpe
-2.01
YTD Return
0.8%
3yr Return
8.8%
1yr Return
3.6%
Total Assets
$4B
6M Money Flow
$649M
Emerging Markets Bond
Expense Ratio
0.65%
TTM Yield
6.6%
3yr Sharpe
-0.11
YTD Return
2.0%
3yr Return
9.7%
1yr Return
7.9%
Total Assets
$1B
6M Money Flow
$11M
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
Global Bond
Expense Ratio
0.50%
TTM Yield
4.8%
3yr Sharpe
-0.15
YTD Return
2.1%
3yr Return
10.9%
1yr Return
5.8%
Total Assets
$612M
6M Money Flow
$116M