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
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
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
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
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
Ultrashort Bond
Expense Ratio
0.18%
TTM Yield
5.0%
3yr Sharpe
0.21
YTD Return
1.3%
3yr Return
14.1%
1yr Return
5.5%
Total Assets
$31B
6M Money Flow
$5B
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
Derivative Income
Expense Ratio
0.35%
TTM Yield
11.1%
3yr Sharpe
-
YTD Return
-5.4%
3yr Return
-
1yr Return
7.7%
Total Assets
$23B
6M Money Flow
$6B
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
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
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
Multisector Bond
Expense Ratio
0.40%
TTM Yield
5.9%
3yr Sharpe
-0.17
YTD Return
2.2%
3yr Return
11.1%
1yr Return
8.5%
Total Assets
$13B
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
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
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
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
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
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
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
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
Miscellaneous Region
Expense Ratio
0.19%
TTM Yield
2.3%
3yr Sharpe
-0.06
YTD Return
3.8%
3yr Return
12.4%
1yr Return
12.8%
Total Assets
$8B
6M Money Flow
$44M
Global Large-Stock Blend
Expense Ratio
0.47%
TTM Yield
2.0%
3yr Sharpe
-
YTD Return
-1.2%
3yr Return
-
1yr Return
5.0%
Total Assets
$7B
6M Money Flow
$2B
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
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
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
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
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
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
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
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
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
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
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
Mid-Cap Blend
Expense Ratio
0.60%
TTM Yield
0.7%
3yr Sharpe
-0.01
YTD Return
-2.8%
3yr Return
14.6%
1yr Return
3.0%
Total Assets
$5B
6M Money Flow
$586M
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
Large Growth
Expense Ratio
0.44%
TTM Yield
0.1%
3yr Sharpe
-
YTD Return
-7.4%
3yr Return
-
1yr Return
7.5%
Total Assets
$5B
6M Money Flow
$2B
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
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
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
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
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