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 Assets ▲6M Money Flow
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
-
Large Blend
Expense Ratio
0.15%
TTM Yield
1.1%
3yr Sharpe
0.51
YTD Return
-4.6%
3yr Return
42.9%
1yr Return
13.2%
Total Assets
$6M
6M Money Flow
$555
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
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
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
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
$1M
Health
Expense Ratio
0.65%
TTM Yield
5.5%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
-5.3%
Total Assets
$8M
6M Money Flow
$954K
Long Government
Expense Ratio
0.04%
TTM Yield
4.9%
3yr Sharpe
-
YTD Return
2.7%
3yr Return
-
1yr Return
4.4%
Total Assets
$11M
6M Money Flow
$3M
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
China Region
Expense Ratio
0.65%
TTM Yield
2.0%
3yr Sharpe
-
YTD Return
4.6%
3yr Return
-
1yr Return
12.4%
Total Assets
$13M
6M Money Flow
$404K
Diversified Emerging Mkts
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.8%
3yr Return
-
1yr Return
-
Total Assets
$15M
6M Money Flow
$7.09
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
-
Small Value
Expense Ratio
0.74%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
-8.5%
3yr Return
-
1yr Return
0.7%
Total Assets
$22M
6M Money Flow
$7M
Intermediate Government
Expense Ratio
0.04%
TTM Yield
3.6%
3yr Sharpe
-
YTD Return
4.1%
3yr Return
-
1yr Return
8.1%
Total Assets
$23M
6M Money Flow
$8M
Equity Hedged
Expense Ratio
0.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.8%
3yr Return
-
1yr Return
-
Total Assets
$25M
6M Money Flow
-
Tactical Allocation
Expense Ratio
0.35%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.9%
3yr Return
-
1yr Return
-
Total Assets
$28M
6M Money Flow
-
Short Government
Expense Ratio
0.04%
TTM Yield
4.2%
3yr Sharpe
-
YTD Return
2.3%
3yr Return
-
1yr Return
6.3%
Total Assets
$32M
6M Money Flow
$29M
Corporate Bond
Expense Ratio
0.04%
TTM Yield
5.1%
3yr Sharpe
-0.16
YTD Return
1.9%
3yr Return
9.3%
1yr Return
6.8%
Total Assets
$38M
6M Money Flow
-$6M
Emerging Markets Bond
Expense Ratio
0.39%
TTM Yield
7.4%
3yr Sharpe
-0.06
YTD Return
2.1%
3yr Return
11.9%
1yr Return
6.4%
Total Assets
$49M
6M Money Flow
-$533M
Target-Date 2065+
Expense Ratio
0.17%
TTM Yield
1.7%
3yr Sharpe
-
YTD Return
-0.1%
3yr Return
-
1yr Return
11.0%
Total Assets
$70M
6M Money Flow
$26M
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
Foreign Large Growth
Expense Ratio
0.55%
TTM Yield
1.6%
3yr Sharpe
0.13
YTD Return
4.5%
3yr Return
21.7%
1yr Return
10.1%
Total Assets
$114M
6M Money Flow
$3M
Intermediate Core-Plus Bond
Expense Ratio
0.56%
TTM Yield
3.5%
3yr Sharpe
-0.43
YTD Return
2.5%
3yr Return
4.1%
1yr Return
6.1%
Total Assets
$147M
6M Money Flow
-$7M
Large Value
Expense Ratio
0.49%
TTM Yield
1.7%
3yr Sharpe
0.27
YTD Return
-1.3%
3yr Return
27.1%
1yr Return
8.1%
Total Assets
$158M
6M Money Flow
-$11M
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
High Yield Muni
Expense Ratio
0.35%
TTM Yield
4.3%
3yr Sharpe
-0.32
YTD Return
0.4%
3yr Return
6.0%
1yr Return
6.1%
Total Assets
$202M
6M Money Flow
$22M
Equity Hedged
Expense Ratio
0.60%
TTM Yield
2.6%
3yr Sharpe
0.52
YTD Return
9.9%
3yr Return
29.1%
1yr Return
10.3%
Total Assets
$206M
6M Money Flow
$10M
Large Blend
Expense Ratio
0.39%
TTM Yield
0.8%
3yr Sharpe
0.42
YTD Return
-6.1%
3yr Return
39.2%
1yr Return
10.4%
Total Assets
$243M
6M Money Flow
$19M
Bank Loan
Expense Ratio
0.75%
TTM Yield
9.3%
3yr Sharpe
0.22
YTD Return
-0.9%
3yr Return
16.7%
1yr Return
3.7%
Total Assets
$251M
6M Money Flow
-$75M
Muni National Interm
Expense Ratio
0.18%
TTM Yield
3.7%
3yr Sharpe
-0.37
YTD Return
-0.1%
3yr Return
7.7%
1yr Return
3.0%
Total Assets
$265M
6M Money Flow
$38M
Diversified Emerging Mkts
Expense Ratio
0.44%
TTM Yield
5.2%
3yr Sharpe
0.07
YTD Return
3.5%
3yr Return
16.1%
1yr Return
3.5%
Total Assets
$323M
6M Money Flow
-$7M
Foreign Large Value
Expense Ratio
0.37%
TTM Yield
4.0%
3yr Sharpe
0.28
YTD Return
12.0%
3yr Return
27.9%
1yr Return
14.0%
Total Assets
$324M
6M Money Flow
-$40M
Equity Market Neutral
Expense Ratio
3.20%
TTM Yield
2.5%
3yr Sharpe
1.35
YTD Return
1.0%
3yr Return
29.0%
1yr Return
8.8%
Total Assets
$343M
6M Money Flow
-$3M
Mid-Cap Blend
Expense Ratio
0.24%
TTM Yield
2.0%
3yr Sharpe
0.08
YTD Return
-3.9%
3yr Return
18.0%
1yr Return
6.5%
Total Assets
$343M
6M Money Flow
-$47M
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
Mid-Cap Value
Expense Ratio
0.18%
TTM Yield
2.3%
3yr Sharpe
0.17
YTD Return
-0.9%
3yr Return
21.7%
1yr Return
7.8%
Total Assets
$351M
6M Money Flow
-$75M
Corporate Bond
Expense Ratio
0.40%
TTM Yield
5.1%
3yr Sharpe
-0.13
YTD Return
2.0%
3yr Return
10.0%
1yr Return
7.3%
Total Assets
$360M
6M Money Flow
$29M
Muni California Intermediate
Expense Ratio
0.35%
TTM Yield
3.3%
3yr Sharpe
-0.41
YTD Return
-0.7%
3yr Return
7.8%
1yr Return
1.6%
Total Assets
$383M
6M Money Flow
$34M
Muni New York Intermediate
Expense Ratio
0.45%
TTM Yield
3.4%
3yr Sharpe
-0.44
YTD Return
-0.6%
3yr Return
7.1%
1yr Return
1.8%
Total Assets
$395M
6M Money Flow
$8M
High Yield Bond
Expense Ratio
0.07%
TTM Yield
7.9%
3yr Sharpe
0.26
YTD Return
1.1%
3yr Return
20.2%
1yr Return
8.2%
Total Assets
$404M
6M Money Flow
-$836M
Real Estate
Expense Ratio
0.50%
TTM Yield
2.3%
3yr Sharpe
-
YTD Return
1.3%
3yr Return
-
1yr Return
18.8%
Total Assets
$417M
6M Money Flow
$41M
Small Blend
Expense Ratio
0.29%
TTM Yield
1.9%
3yr Sharpe
-0.08
YTD Return
-9.6%
3yr Return
9.9%
1yr Return
0.0%
Total Assets
$429M
6M Money Flow
-$32M