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 Assets ▲6M Money Flow
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
-
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
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
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
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
Health
Expense Ratio
0.65%
TTM Yield
5.4%
3yr Sharpe
-
YTD Return
4.0%
3yr Return
-
1yr Return
-3.0%
Total Assets
$7M
6M Money Flow
-$306K
Global Large-Stock Value
Expense Ratio
0.47%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.4%
3yr Return
-
1yr Return
-
Total Assets
$7M
6M Money Flow
$2M
Long Government
Expense Ratio
0.04%
TTM Yield
4.7%
3yr Sharpe
-
YTD Return
5.5%
3yr Return
-
1yr Return
3.5%
Total Assets
$11M
6M Money Flow
$1M
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
0.30%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.3%
3yr Return
-
1yr Return
-
Total Assets
$12M
6M Money Flow
-$718.81
China Region
Expense Ratio
0.65%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
10.7%
3yr Return
-
1yr Return
24.1%
Total Assets
$13M
6M Money Flow
$404K
Diversified Emerging Mkts
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.1%
3yr Return
-
1yr Return
-
Total Assets
$14M
6M Money Flow
$2.79
Intermediate Government
Expense Ratio
0.04%
TTM Yield
3.6%
3yr Sharpe
-
YTD Return
3.2%
3yr Return
-
1yr Return
6.0%
Total Assets
$21M
6M Money Flow
$13M
Small Value
Expense Ratio
0.74%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
-3.8%
3yr Return
-
1yr Return
3.5%
Total Assets
$21M
6M Money Flow
$5M
Equity Hedged
Expense Ratio
0.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.5%
3yr Return
-
1yr Return
-
Total Assets
$25M
6M Money Flow
-
Tactical Allocation
Expense Ratio
0.35%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.3%
3yr Return
-
1yr Return
-
Total Assets
$29M
6M Money Flow
-
Short Government
Expense Ratio
0.04%
TTM Yield
4.3%
3yr Sharpe
-
YTD Return
1.6%
3yr Return
-
1yr Return
5.5%
Total Assets
$30M
6M Money Flow
$26M
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
Target-Date 2065+
Expense Ratio
0.17%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
0.3%
3yr Return
-
1yr Return
8.3%
Total Assets
$65M
6M Money Flow
$24M
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
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
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
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
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
Foreign Large Value
Expense Ratio
0.55%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
12.7%
3yr Return
-
1yr Return
17.1%
Total Assets
$167M
6M Money Flow
$33M
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
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
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
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
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
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
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
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
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
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
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
Mid-Cap Blend
Expense Ratio
0.24%
TTM Yield
1.9%
3yr Sharpe
0.00
YTD Return
-0.1%
3yr Return
14.9%
1yr Return
6.6%
Total Assets
$400M
6M Money Flow
-$7M
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
Real Estate
Expense Ratio
0.50%
TTM Yield
2.3%
3yr Sharpe
-
YTD Return
2.9%
3yr Return
-
1yr Return
16.2%
Total Assets
$419M
6M Money Flow
$33M
Moderate Allocation
Expense Ratio
0.58%
TTM Yield
2.8%
3yr Sharpe
0.02
YTD Return
1.2%
3yr Return
15.1%
1yr Return
6.4%
Total Assets
$456M
6M Money Flow
-$24M
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