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
Foreign Large Value
Expense Ratio
0.55%
TTM Yield
4.1%
3yr Sharpe
0.53
YTD Return
13.7%
3yr Return
42.7%
1yr Return
16.8%
Total Assets
$917M
6M Money Flow
$206M
Large Growth
Expense Ratio
0.44%
TTM Yield
0.2%
3yr Sharpe
0.40
YTD Return
-6.3%
3yr Return
41.2%
1yr Return
8.7%
Total Assets
$99B
6M Money Flow
$2B
Large Blend
Expense Ratio
1.46%
TTM Yield
0.1%
3yr Sharpe
0.45
YTD Return
-4.5%
3yr Return
39.3%
1yr Return
9.0%
Total Assets
$3B
6M Money Flow
$476M
Large Blend
Expense Ratio
0.12%
TTM Yield
1.3%
3yr Sharpe
0.47
YTD Return
-0.2%
3yr Return
38.2%
1yr Return
10.4%
Total Assets
$6B
6M Money Flow
$404M
Large Growth
Expense Ratio
0.34%
TTM Yield
0.4%
3yr Sharpe
0.34
YTD Return
-8.1%
3yr Return
37.8%
1yr Return
8.0%
Total Assets
$2B
6M Money Flow
$179M
Large Blend
Expense Ratio
0.50%
TTM Yield
0.6%
3yr Sharpe
0.36
YTD Return
-4.0%
3yr Return
34.8%
1yr Return
9.5%
Total Assets
$1B
6M Money Flow
$454M
Large Blend
Expense Ratio
0.12%
TTM Yield
0.9%
3yr Sharpe
0.33
YTD Return
-1.4%
3yr Return
34.6%
1yr Return
10.9%
Total Assets
$1B
6M Money Flow
$171M
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
Large Blend
Expense Ratio
0.25%
TTM Yield
1.1%
3yr Sharpe
0.32
YTD Return
-3.7%
3yr Return
31.6%
1yr Return
9.3%
Total Assets
$10B
6M Money Flow
$6M
Large Blend
Expense Ratio
0.15%
TTM Yield
1.1%
3yr Sharpe
0.30
YTD Return
-3.6%
3yr Return
31.1%
1yr Return
10.3%
Total Assets
$6M
6M Money Flow
$821
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
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
0.02%
TTM Yield
1.3%
3yr Sharpe
0.28
YTD Return
-3.5%
3yr Return
29.8%
1yr Return
10.3%
Total Assets
$4B
6M Money Flow
$452M
Large Blend
Expense Ratio
0.39%
TTM Yield
0.8%
3yr Sharpe
0.27
YTD Return
-4.5%
3yr Return
29.7%
1yr Return
9.0%
Total Assets
$225M
6M Money Flow
-$442K
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
Equity Hedged
Expense Ratio
0.58%
TTM Yield
0.8%
3yr Sharpe
0.40
YTD Return
-4.3%
3yr Return
26.5%
1yr Return
7.6%
Total Assets
$20B
6M Money Flow
$529M
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
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
Equity Market Neutral
Expense Ratio
3.20%
TTM Yield
2.6%
3yr Sharpe
1.01
YTD Return
-0.6%
3yr Return
25.5%
1yr Return
8.8%
Total Assets
$334M
6M Money Flow
$57M
Large Value
Expense Ratio
0.49%
TTM Yield
1.6%
3yr Sharpe
0.23
YTD Return
2.8%
3yr Return
24.9%
1yr Return
9.0%
Total Assets
$166M
6M Money Flow
-$12M
Large Value
Expense Ratio
0.44%
TTM Yield
1.4%
3yr Sharpe
0.20
YTD Return
1.3%
3yr Return
23.7%
1yr Return
9.6%
Total Assets
$3B
6M Money Flow
$2B
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
Equity Hedged
Expense Ratio
0.60%
TTM Yield
2.6%
3yr Sharpe
0.29
YTD Return
8.2%
3yr Return
22.2%
1yr Return
7.0%
Total Assets
$190M
6M Money Flow
-$4M
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
Derivative Income
Expense Ratio
0.35%
TTM Yield
7.6%
3yr Sharpe
0.23
YTD Return
0.9%
3yr Return
21.7%
1yr Return
7.5%
Total Assets
$39B
6M Money Flow
$4B
Foreign Large Blend
Expense Ratio
0.07%
TTM Yield
3.2%
3yr Sharpe
0.15
YTD Return
8.4%
3yr Return
20.8%
1yr Return
7.2%
Total Assets
$5B
6M Money Flow
$50M
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
Target-Date 2060
Expense Ratio
0.41%
TTM Yield
2.3%
3yr Sharpe
0.14
YTD Return
0.5%
3yr Return
20.4%
1yr Return
7.6%
Total Assets
$806M
6M Money Flow
$71M
Target-Date 2055
Expense Ratio
0.41%
TTM Yield
2.4%
3yr Sharpe
0.14
YTD Return
0.4%
3yr Return
20.4%
1yr Return
7.5%
Total Assets
$2B
6M Money Flow
$62M
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
Target-Date 2060
Expense Ratio
0.17%
TTM Yield
2.2%
3yr Sharpe
0.14
YTD Return
0.4%
3yr Return
20.3%
1yr Return
8.6%
Total Assets
$643M
6M Money Flow
-$3M
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
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 2050
Expense Ratio
0.17%
TTM Yield
2.2%
3yr Sharpe
0.14
YTD Return
0.3%
3yr Return
20.1%
1yr Return
8.6%
Total Assets
$2B
6M Money Flow
-$2M
Large Value
Expense Ratio
0.69%
TTM Yield
1.4%
3yr Sharpe
0.12
YTD Return
0.2%
3yr Return
20.0%
1yr Return
9.0%
Total Assets
$5B
6M Money Flow
$78M
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 2045
Expense Ratio
0.40%
TTM Yield
2.5%
3yr Sharpe
0.13
YTD Return
0.6%
3yr Return
19.8%
1yr Return
7.6%
Total Assets
$3B
6M Money Flow
$44M
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
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
Equity Hedged
Expense Ratio
0.59%
TTM Yield
0.8%
3yr Sharpe
0.20
YTD Return
-1.6%
3yr Return
19.3%
1yr Return
9.7%
Total Assets
$6B
6M Money Flow
$466M
Foreign Large Blend
Expense Ratio
0.50%
TTM Yield
3.0%
3yr Sharpe
0.11
YTD Return
9.9%
3yr Return
19.0%
1yr Return
6.1%
Total Assets
$5B
6M Money Flow
$187M
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