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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▼
Derivative Income
Expense Ratio
0.35%
TTM Yield
11.6%
3yr Sharpe
-
YTD Return
-5.8%
3yr Return
-
1yr Return
11.1%
Total Assets
$24B
6M Money Flow
$7B
Large Growth
Expense Ratio
0.44%
TTM Yield
0.2%
3yr Sharpe
0.67
YTD Return
-5.6%
3yr Return
59.6%
1yr Return
15.1%
Total Assets
$100B
6M Money Flow
$4B
Derivative Income
Expense Ratio
0.35%
TTM Yield
8.2%
3yr Sharpe
0.28
YTD Return
-1.6%
3yr Return
23.6%
1yr Return
7.3%
Total Assets
$39B
6M Money Flow
$3B
Ultrashort Bond
Expense Ratio
0.18%
TTM Yield
4.9%
3yr Sharpe
0.30
YTD Return
1.6%
3yr Return
14.5%
1yr Return
5.5%
Total Assets
$30B
6M Money Flow
$3B
Large Growth
Expense Ratio
0.44%
TTM Yield
0.1%
3yr Sharpe
-
YTD Return
-6.5%
3yr Return
-
1yr Return
13.9%
Total Assets
$5B
6M Money Flow
$2B
Multisector Bond
Expense Ratio
0.40%
TTM Yield
6.0%
3yr Sharpe
-0.03
YTD Return
2.5%
3yr Return
13.3%
1yr Return
8.9%
Total Assets
$13B
6M Money Flow
$2B
Intermediate Core-Plus Bond
Expense Ratio
0.38%
TTM Yield
5.1%
3yr Sharpe
-0.22
YTD Return
2.9%
3yr Return
8.7%
1yr Return
8.2%
Total Assets
$6B
6M Money Flow
$2B
Global Large-Stock Blend
Expense Ratio
0.47%
TTM Yield
2.0%
3yr Sharpe
-
YTD Return
-2.3%
3yr Return
-
1yr Return
8.0%
Total Assets
$6B
6M Money Flow
$2B
Large Value
Expense Ratio
0.44%
TTM Yield
1.5%
3yr Sharpe
0.26
YTD Return
-2.3%
3yr Return
26.9%
1yr Return
8.5%
Total Assets
$3B
6M Money Flow
$2B
Equity Hedged
Expense Ratio
0.50%
TTM Yield
0.7%
3yr Sharpe
-
YTD Return
-3.9%
3yr Return
-
1yr Return
9.3%
Total Assets
$3B
6M Money Flow
$1B
Multisector Bond
Expense Ratio
0.39%
TTM Yield
6.0%
3yr Sharpe
0.03
YTD Return
2.2%
3yr Return
14.2%
1yr Return
8.1%
Total Assets
$3B
6M Money Flow
$1B
Intermediate Core Bond
Expense Ratio
0.25%
TTM Yield
4.4%
3yr Sharpe
-
YTD Return
3.4%
3yr Return
-
1yr Return
8.9%
Total Assets
$2B
6M Money Flow
$1B
Muni National Interm
Expense Ratio
0.18%
TTM Yield
3.5%
3yr Sharpe
-0.27
YTD Return
-0.1%
3yr Return
9.1%
1yr Return
2.4%
Total Assets
$3B
6M Money Flow
$908M
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
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
Large Blend
Expense Ratio
0.12%
TTM Yield
1.3%
3yr Sharpe
0.63
YTD Return
-1.7%
3yr Return
46.7%
1yr Return
14.0%
Total Assets
$6B
6M Money Flow
$634M
Muni National Short
Expense Ratio
0.18%
TTM Yield
3.2%
3yr Sharpe
-1.94
YTD Return
1.0%
3yr Return
9.2%
1yr Return
3.5%
Total Assets
$3B
6M Money Flow
$567M
Equity Hedged
Expense Ratio
0.58%
TTM Yield
0.8%
3yr Sharpe
0.53
YTD Return
-4.6%
3yr Return
32.1%
1yr Return
9.6%
Total Assets
$20B
6M Money Flow
$478M
Large Blend
Expense Ratio
0.50%
TTM Yield
0.6%
3yr Sharpe
0.55
YTD Return
-5.1%
3yr Return
45.7%
1yr Return
12.7%
Total Assets
$1B
6M Money Flow
$473M
Mid-Cap Blend
Expense Ratio
0.60%
TTM Yield
0.7%
3yr Sharpe
0.12
YTD Return
-5.0%
3yr Return
20.5%
1yr Return
5.1%
Total Assets
$5B
6M Money Flow
$470M
Large Blend
Expense Ratio
1.46%
TTM Yield
0.1%
3yr Sharpe
0.64
YTD Return
-5.8%
3yr Return
51.4%
1yr Return
10.1%
Total Assets
$3B
6M Money Flow
$445M
Small Blend
Expense Ratio
0.24%
TTM Yield
1.1%
3yr Sharpe
-
YTD Return
-9.7%
3yr Return
-
1yr Return
-0.2%
Total Assets
$2B
6M Money Flow
$443M
High Yield Bond
Expense Ratio
0.50%
TTM Yield
7.4%
3yr Sharpe
0.21
YTD Return
1.5%
3yr Return
18.9%
1yr Return
9.4%
Total Assets
$6B
6M Money Flow
$387M
Diversified Emerging Mkts
Expense Ratio
0.15%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
4.2%
3yr Return
-
1yr Return
8.3%
Total Assets
$937M
6M Money Flow
$317M
Large Blend
Expense Ratio
0.02%
TTM Yield
1.3%
3yr Sharpe
0.49
YTD Return
-4.4%
3yr Return
41.8%
1yr Return
13.1%
Total Assets
$4B
6M Money Flow
$302M
Foreign Large Value
Expense Ratio
0.55%
TTM Yield
4.0%
3yr Sharpe
0.73
YTD Return
16.2%
3yr Return
56.1%
1yr Return
19.9%
Total Assets
$1B
6M Money Flow
$293M
Short-Term Bond
Expense Ratio
0.23%
TTM Yield
4.4%
3yr Sharpe
0.18
YTD Return
1.9%
3yr Return
15.0%
1yr Return
7.1%
Total Assets
$1B
6M Money Flow
$276M
Large Blend
Expense Ratio
0.25%
TTM Yield
1.1%
3yr Sharpe
0.51
YTD Return
-4.9%
3yr Return
42.9%
1yr Return
11.4%
Total Assets
$10B
6M Money Flow
$215M
Large Blend
Expense Ratio
0.12%
TTM Yield
0.9%
3yr Sharpe
0.59
YTD Return
-1.3%
3yr Return
49.4%
1yr Return
16.2%
Total Assets
$1B
6M Money Flow
$185M
Large Growth
Expense Ratio
0.34%
TTM Yield
0.4%
3yr Sharpe
0.58
YTD Return
-7.4%
3yr Return
55.6%
1yr Return
13.5%
Total Assets
$2B
6M Money Flow
$180M
Global Bond
Expense Ratio
0.50%
TTM Yield
4.8%
3yr Sharpe
0.09
YTD Return
3.5%
3yr Return
15.6%
1yr Return
8.1%
Total Assets
$686M
6M Money Flow
$172M
Miscellaneous Region
Expense Ratio
0.19%
TTM Yield
2.2%
3yr Sharpe
0.19
YTD Return
5.5%
3yr Return
23.9%
1yr Return
18.1%
Total Assets
$8B
6M Money Flow
$149M
Large Value
Expense Ratio
0.69%
TTM Yield
1.4%
3yr Sharpe
0.18
YTD Return
-3.4%
3yr Return
23.6%
1yr Return
8.7%
Total Assets
$5B
6M Money Flow
$146M
Mid-Cap Growth
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
0.13
YTD Return
-6.2%
3yr Return
23.3%
1yr Return
3.5%
Total Assets
$11B
6M Money Flow
$134M
Pacific/Asia ex-Japan Stk
Expense Ratio
0.19%
TTM Yield
4.1%
3yr Sharpe
-0.06
YTD Return
3.9%
3yr Return
10.3%
1yr Return
11.7%
Total Assets
$5B
6M Money Flow
$123M
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
Foreign Large Blend
Expense Ratio
0.50%
TTM Yield
2.9%
3yr Sharpe
0.36
YTD Return
13.0%
3yr Return
33.4%
1yr Return
11.7%
Total Assets
$5B
6M Money Flow
$114M
Intermediate Core-Plus Bond
Expense Ratio
0.38%
TTM Yield
5.0%
3yr Sharpe
-0.26
YTD Return
2.8%
3yr Return
7.7%
1yr Return
8.1%
Total Assets
$23B
6M Money Flow
$105M
Target-Date 2060
Expense Ratio
0.41%
TTM Yield
2.3%
3yr Sharpe
0.33
YTD Return
0.0%
3yr Return
30.3%
1yr Return
10.2%
Total Assets
$809M
6M Money Flow
$75M
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
Foreign Large Value
Expense Ratio
0.55%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
13.9%
3yr Return
-
1yr Return
18.8%
Total Assets
$191M
6M Money Flow
$73M
Preferred Stock
Expense Ratio
0.55%
TTM Yield
5.7%
3yr Sharpe
0.09
YTD Return
0.5%
3yr Return
16.4%
1yr Return
8.4%
Total Assets
$1B
6M Money Flow
$63M