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 Return ▲3yr Return1yr ReturnTotal Assets6M Money Flow
Small Blend
Expense Ratio
0.09%
TTM Yield
1.4%
3yr Sharpe
-0.03
YTD Return
-12.4%
3yr Return
12.9%
1yr Return
1.8%
Total Assets
$502M
6M Money Flow
$18M
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
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
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
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
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
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
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
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
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 Blend
Expense Ratio
0.07%
TTM Yield
1.5%
3yr Sharpe
0.07
YTD Return
-7.7%
3yr Return
18.7%
1yr Return
4.4%
Total Assets
$2B
6M Money Flow
-$16M
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
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
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
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
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 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
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
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
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
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 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
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
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
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
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
0.30%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-4.7%
3yr Return
-
1yr Return
-
Total Assets
$12M
6M Money Flow
$5.87
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
0.15%
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
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
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
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
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
-
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
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
Equity Hedged
Expense Ratio
0.60%
TTM Yield
0.7%
3yr Sharpe
0.31
YTD Return
-3.7%
3yr Return
24.9%
1yr Return
9.7%
Total Assets
$3B
6M Money Flow
-$19M
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
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
0.50%
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
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