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
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
Intermediate Core Bond
Expense Ratio
0.34%
TTM Yield
4.1%
3yr Sharpe
-0.31
YTD Return
3.1%
3yr Return
7.0%
1yr Return
7.8%
Total Assets
$49B
6M Money Flow
-$458M
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
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 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
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
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
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 Growth
Expense Ratio
0.50%
TTM Yield
0.0%
3yr Sharpe
0.49
YTD Return
-7.2%
3yr Return
50.0%
1yr Return
13.0%
Total Assets
$19B
6M Money Flow
-$655M
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
Japan Stock
Expense Ratio
0.19%
TTM Yield
2.6%
3yr Sharpe
0.40
YTD Return
6.2%
3yr Return
34.5%
1yr Return
8.6%
Total Assets
$12B
6M Money Flow
-$333M
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
1.2%
3yr Sharpe
0.08
YTD Return
-4.4%
3yr Return
18.0%
1yr Return
6.1%
Total Assets
$12B
6M Money Flow
-$997M
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
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
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
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
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 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
Moderately Conservative Allocation
Expense Ratio
0.75%
TTM Yield
5.8%
3yr Sharpe
-0.01
YTD Return
1.7%
3yr Return
13.4%
1yr Return
9.5%
Total Assets
$8B
6M Money Flow
-$597M
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
Foreign Large Blend
Expense Ratio
0.24%
TTM Yield
2.7%
3yr Sharpe
-
YTD Return
12.6%
3yr Return
-
1yr Return
11.7%
Total Assets
$7B
6M Money Flow
-$151M
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
Diversified Emerging Mkts
Expense Ratio
0.79%
TTM Yield
1.6%
3yr Sharpe
-0.07
YTD Return
5.1%
3yr Return
11.1%
1yr Return
7.9%
Total Assets
$6B
6M Money Flow
-$781M
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
Derivative Income
Expense Ratio
0.60%
TTM Yield
8.0%
3yr Sharpe
0.25
YTD Return
-1.8%
3yr Return
22.6%
1yr Return
7.0%
Total Assets
$6B
6M Money Flow
-$169M
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
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
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 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
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
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
Ultrashort Bond
Expense Ratio
0.25%
TTM Yield
4.9%
3yr Sharpe
0.10
YTD Return
1.6%
3yr Return
14.1%
1yr Return
5.3%
Total Assets
$5B
6M Money Flow
-$634M
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
Foreign Large Blend
Expense Ratio
0.07%
TTM Yield
3.1%
3yr Sharpe
0.38
YTD Return
11.6%
3yr Return
34.9%
1yr Return
12.9%
Total Assets
$5B
6M Money Flow
-$38M
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
Equity Hedged
Expense Ratio
0.59%
TTM Yield
0.8%
3yr Sharpe
0.38
YTD Return
-2.7%
3yr Return
25.6%
1yr Return
8.9%
Total Assets
$5B
6M Money Flow
-$7M
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
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
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
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
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