JPMorgan

Statistics as of May 01, 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.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Blend
Expense Ratio
0.59%
TTM Yield
0.7%
3yr Sharpe
-0.11
YTD Return
-8.2%
3yr Return
7.8%
1yr Return
2.7%
Total Assets
$349M
6M Money Flow
-$23M
Trading--Miscellaneous
Expense Ratio
0.85%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.7%
3yr Return
-
1yr Return
-
Total Assets
$609K
6M Money Flow
-
Small Blend
Expense Ratio
0.75%
TTM Yield
0.6%
3yr Sharpe
-0.09
YTD Return
-10.0%
3yr Return
9.1%
1yr Return
0.3%
Total Assets
$4B
6M Money Flow
-$394M
Large Value
Expense Ratio
0.69%
TTM Yield
1.4%
3yr Sharpe
0.30
YTD Return
-1.5%
3yr Return
27.9%
1yr Return
7.4%
Total Assets
$6B
6M Money Flow
$22M
Europe Stock
Expense Ratio
0.77%
TTM Yield
3.5%
3yr Sharpe
0.58
YTD Return
19.1%
3yr Return
48.4%
1yr Return
17.0%
Total Assets
$558M
6M Money Flow
-$20M
Muni National Short
Expense Ratio
0.25%
TTM Yield
3.0%
3yr Sharpe
-1.90
YTD Return
0.9%
3yr Return
8.7%
1yr Return
3.3%
Total Assets
$2B
6M Money Flow
$118M
Muni National Interm
Expense Ratio
0.45%
TTM Yield
3.4%
3yr Sharpe
-0.47
YTD Return
0.2%
3yr Return
6.5%
1yr Return
1.7%
Total Assets
$586M
6M Money Flow
$20M
Global Large-Stock Growth
Expense Ratio
0.49%
TTM Yield
1.5%
3yr Sharpe
0.09
YTD Return
1.6%
3yr Return
21.6%
1yr Return
5.2%
Total Assets
$7M
6M Money Flow
-$9M
Target-Date 2035
Expense Ratio
0.40%
TTM Yield
3.0%
3yr Sharpe
0.28
YTD Return
0.6%
3yr Return
25.5%
1yr Return
9.8%
Total Assets
$4B
6M Money Flow
-$12M
Target-Date 2040
Expense Ratio
0.40%
TTM Yield
2.7%
3yr Sharpe
0.31
YTD Return
0.3%
3yr Return
27.8%
1yr Return
10.0%
Total Assets
$4B
6M Money Flow
-$51M
Small Blend
Expense Ratio
0.40%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-10.0%
3yr Return
-
1yr Return
-
Total Assets
$6M
6M Money Flow
$547K
Muni National Long
Expense Ratio
0.45%
TTM Yield
3.7%
3yr Sharpe
-0.32
YTD Return
-0.4%
3yr Return
5.7%
1yr Return
2.8%
Total Assets
$752M
6M Money Flow
$73M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
2.7%
3yr Sharpe
0.27
YTD Return
-0.5%
3yr Return
24.3%
1yr Return
9.0%
Total Assets
$5B
6M Money Flow
-$47M
Aggressive Allocation
Expense Ratio
0.97%
TTM Yield
2.3%
3yr Sharpe
0.33
YTD Return
-1.0%
3yr Return
29.3%
1yr Return
9.4%
Total Assets
$6B
6M Money Flow
$55M
Intermediate Core Bond
Expense Ratio
0.40%
TTM Yield
4.0%
3yr Sharpe
-0.27
YTD Return
3.3%
3yr Return
7.8%
1yr Return
8.4%
Total Assets
$6B
6M Money Flow
$7M
Large Value
Expense Ratio
0.45%
TTM Yield
2.2%
3yr Sharpe
0.16
YTD Return
-1.0%
3yr Return
20.9%
1yr Return
7.8%
Total Assets
$42B
6M Money Flow
-$3B
Moderately Conservative Allocation
Expense Ratio
0.94%
TTM Yield
3.4%
3yr Sharpe
0.01
YTD Return
1.6%
3yr Return
14.5%
1yr Return
8.2%
Total Assets
$4B
6M Money Flow
-$16M
Moderate Allocation
Expense Ratio
0.96%
TTM Yield
3.0%
3yr Sharpe
0.19
YTD Return
0.4%
3yr Return
20.1%
1yr Return
8.7%
Total Assets
$5B
6M Money Flow
-$186M
Intermediate Government
Expense Ratio
0.30%
TTM Yield
3.1%
3yr Sharpe
-0.43
YTD Return
3.1%
3yr Return
4.8%
1yr Return
7.4%
Total Assets
$2B
6M Money Flow
-$52M
Large Blend
Expense Ratio
0.05%
TTM Yield
1.3%
3yr Sharpe
0.50
YTD Return
-4.3%
3yr Return
41.8%
1yr Return
13.2%
Total Assets
$11B
6M Money Flow
-$342M
Mid-Cap Blend
Expense Ratio
0.35%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.3%
3yr Return
-
1yr Return
-
Total Assets
$6M
6M Money Flow
$11K
Large Blend
Expense Ratio
0.30%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-4.7%
3yr Return
-
1yr Return
-
Total Assets
$12M
6M Money Flow
$5.87
Large Value
Expense Ratio
0.50%
TTM Yield
1.9%
3yr Sharpe
0.19
YTD Return
-2.4%
3yr Return
23.4%
1yr Return
8.7%
Total Assets
$8B
6M Money Flow
-$588M
Large Value
Expense Ratio
0.12%
TTM Yield
2.5%
3yr Sharpe
0.18
YTD Return
-6.9%
3yr Return
23.8%
1yr Return
4.3%
Total Assets
$505M
6M Money Flow
-$123M
Small Blend
Expense Ratio
0.72%
TTM Yield
0.6%
3yr Sharpe
-0.08
YTD Return
-12.1%
3yr Return
9.6%
1yr Return
-4.2%
Total Assets
$848M
6M Money Flow
-$52M
Large Blend
Expense Ratio
0.20%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.8%
3yr Return
-
1yr Return
-
Total Assets
$20M
6M Money Flow
-
Large Blend
Expense Ratio
0.44%
TTM Yield
0.8%
3yr Sharpe
0.44
YTD Return
-5.5%
3yr Return
39.5%
1yr Return
10.4%
Total Assets
$30B
6M Money Flow
-$799M
Target-Date 2055
Expense Ratio
0.17%
TTM Yield
2.2%
3yr Sharpe
0.34
YTD Return
-0.1%
3yr Return
30.2%
1yr Return
11.4%
Total Assets
$1B
6M Money Flow
-$19M
Target-Date 2020
Expense Ratio
0.34%
TTM Yield
5.0%
3yr Sharpe
0.11
YTD Return
0.8%
3yr Return
15.3%
1yr Return
8.3%
Total Assets
$1B
6M Money Flow
-$120M
Target-Date 2050
Expense Ratio
0.41%
TTM Yield
2.4%
3yr Sharpe
0.33
YTD Return
-0.1%
3yr Return
30.2%
1yr Return
10.2%
Total Assets
$3B
6M Money Flow
$816K
Technology
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.8%
3yr Return
-
1yr Return
15.4%
Total Assets
$1B
6M Money Flow
$777M
Target-Date 2020
Expense Ratio
0.17%
TTM Yield
4.6%
3yr Sharpe
0.13
YTD Return
1.0%
3yr Return
15.8%
1yr Return
9.2%
Total Assets
$839M
6M Money Flow
-$94M
Small Value
Expense Ratio
0.74%
TTM Yield
1.3%
3yr Sharpe
-0.12
YTD Return
-10.4%
3yr Return
6.9%
1yr Return
-2.3%
Total Assets
$1B
6M Money Flow
-$73M
Nontraditional Bond
Expense Ratio
0.75%
TTM Yield
4.7%
3yr Sharpe
-0.32
YTD Return
1.4%
3yr Return
13.2%
1yr Return
4.5%
Total Assets
$10B
6M Money Flow
-$33M
Target-Date 2030
Expense Ratio
0.35%
TTM Yield
3.5%
3yr Sharpe
0.22
YTD Return
0.9%
3yr Return
22.1%
1yr Return
9.2%
Total Assets
$4B
6M Money Flow
-$138M
Target-Date 2065+
Expense Ratio
0.42%
TTM Yield
2.1%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
-
1yr Return
10.2%
Total Assets
$75M
6M Money Flow
$30M
Target-Date Retirement
Expense Ratio
0.34%
TTM Yield
4.0%
3yr Sharpe
0.13
YTD Return
1.4%
3yr Return
17.7%
1yr Return
8.8%
Total Assets
$2B
6M Money Flow
-$42M
Nontraditional Bond
Expense Ratio
0.65%
TTM Yield
4.8%
3yr Sharpe
0.05
YTD Return
1.6%
3yr Return
14.4%
1yr Return
6.8%
Total Assets
$1B
6M Money Flow
$3M
Short-Term Bond
Expense Ratio
0.28%
TTM Yield
4.2%
3yr Sharpe
-0.14
YTD Return
2.2%
3yr Return
12.7%
1yr Return
6.9%
Total Assets
$11B
6M Money Flow
$808M
Short-Term Bond
Expense Ratio
0.33%
TTM Yield
4.1%
3yr Sharpe
-0.03
YTD Return
2.8%
3yr Return
13.4%
1yr Return
7.9%
Total Assets
$4B
6M Money Flow
-$824K
Short-Term Bond
Expense Ratio
0.33%
TTM Yield
4.8%
3yr Sharpe
-0.05
YTD Return
2.5%
3yr Return
13.3%
1yr Return
7.6%
Total Assets
$586M
6M Money Flow
$16M
Small Blend
Expense Ratio
0.74%
TTM Yield
1.3%
3yr Sharpe
-0.06
YTD Return
-10.5%
3yr Return
10.9%
1yr Return
-1.1%
Total Assets
$1B
6M Money Flow
-$33M