| A | JPMorgan Equity Premium IncomeJEPI · S&P 500 Active Option IncomeJEPI | S&P 500 Active Option Income | Cost 0.35% | $45.2B | 1Y +10.5% | 5Y +7.6% | Yield 7.93% |
| A | JPMorgan Ultra-Short IncomeJPST · Cash & Ultra-Short IncomeJPST | Cash & Ultra-Short Income | Cost 0.18% | $42.4B | 1Y +3.6% | 5Y +3.9% | Yield 4.13% |
| A | JPMorgan Nasdaq Equity Premium IncomeJEPQ · Nasdaq-100 Option IncomeJEPQ | Nasdaq-100 Option Income | Cost 0.35% | $40.7B | 1Y +9.4% | 5Y —No data | Yield 12.39% |
| A | JPMorgan BetaBuilders JapanBBJP · JapanBBJP | Japan | Cost 0.19% | $17.9B | 1Y +13.6% | 5Y +8.3% | Yield 4.77% |
| B | JPMorgan Core Plus BondJCPB · US Aggregate BondJCPB | US Aggregate Bond | Cost 0.40% | $17.6B | 1Y +0.9% | 5Y +0.7% | Yield 4.96% |
| A | JPMorgan BetaBuilders CanadaBBCA · Developed Single CountryBBCA | Developed Single Country | Cost 0.19% | $11.9B | 1Y +24.4% | 5Y +11.3% | Yield 1.67% |
| B | JPMorgan IncomeJPIE · US Aggregate BondJPIE | US Aggregate Bond | Cost 0.40% | $11.5B | 1Y +3.4% | 5Y +3.3% | Yield 5.67% |
| A | JPMorgan International Research Enhanced EquityJIRE · International Active EquityJIRE | International Active Equity | Cost 0.29% | $10.9B | 1Y +14.8% | 5Y —No data | Yield 2.70% |
| A | JPMorgan Active BondJBND · US Aggregate BondJBND | US Aggregate Bond | Cost 0.25% | $9.63B | 1Y +0.6% | 5Y —No data | Yield 4.59% |
| A | JPMorgan U.S. Quality FactorJQUA · US Quality IndexJQUA | US Quality Index | Cost 0.12% | $9.49B | 1Y +22.8% | 5Y +12.6% | Yield 1.06% |
| B | JPMorgan BetaBuilders U.S. EquityBBUS · Total US MarketBBUS | Total US Market | Cost 0.02% | $9.42B | 1Y +12.8% | 5Y +11.1% | Yield 1.01% |
| A | JPMorgan MunicipalJMUB · Other Municipal BondJMUB | Other Municipal Bond | Cost 0.18% | $9.24B | 1Y +1.4% | 5Y +1.1% | Yield 3.78% |
| B | JPMorgan Active GrowthJGRO · US Active GrowthJGRO | US Active Growth | Cost 0.44% | $9.03B | 1Y −4.4% | 5Y —No data | Yield 0.16% |
| B | JPMorgan BetaBuilders EuropeBBEU · Developed International CoreBBEU | Developed International Core | Cost 0.09% | $9.03B | 1Y +15.1% | 5Y +9.1% | Yield 2.92% |
| A | JPMorgan Ultra-Short Municipal IncomeJMST · Short-Duration Municipal BondsJMST | Short-Duration Municipal Bonds | Cost 0.18% | $8.42B | 1Y +2.6% | 5Y +2.5% | Yield 2.55% |
| B | JPMorgan Active ValueJAVA · US Active ValueJAVA | US Active Value | Cost 0.44% | $7.44B | 1Y +22.9% | 5Y +11.5% | Yield 1.12% |
| B | JPMorgan Mortgage-Backed SecuritiesJMTG · Mortgage-Backed SecuritiesJMTG | Mortgage-Backed Securities | Cost 0.37% | $6.92B | 1Y +1.1% | 5Y —No data | Yield 4.50% |
| B | JPMorgan BetaBuilders Developed Asia Pacific ex-JapanBBAX · Asia-Pacific RegionBBAX | Asia-Pacific Region | Cost 0.19% | $6.76B | 1Y +17.0% | 5Y +6.9% | Yield 3.72% |
| B | JPMorgan BetaBuilders International EquityBBIN · Developed International CoreBBIN | Developed International Core | Cost 0.07% | $6.41B | 1Y +15.1% | 5Y +8.7% | Yield 3.69% |
| B | JPMorgan Global Select EquityJGLO · Global Active EquityJGLO | Global Active Equity | Cost 0.47% | $6.1B | 1Y +7.2% | 5Y —No data | Yield 1.14% |
| A | JPMorgan Hedged Equity Laddered OverlayHELO · S&P 500 Active Option IncomeHELO | S&P 500 Active Option Income | Cost 0.50% | $4.79B | 1Y +6.0% | 5Y —No data | Yield 0.57% |
| A | JPMorgan International ValueJIVE · International Active ValueJIVE | International Active Value | Cost 0.55% | $4.57B | 1Y +26.4% | 5Y —No data | Yield 1.93% |
| B | JPMorgan Limited Duration BondJPLD · Core Securitized BondJPLD | Core Securitized Bond | Cost 0.30% | $4.2B | 1Y +2.9% | 5Y —No data | Yield 4.33% |
| C | JPMorgan U.S. Tech LeadersJTEK · US Active SectorJTEK | US Active Sector | Cost 0.65% | $4.01B | 1Y −1.4% | 5Y —No data | Yield 0.00% |
| A | JPMorgan Small & Mid Cap Enhanced EquityJMEE · US Active Small/Mid-CapJMEE | US Active Small/Mid-Cap | Cost 0.34% | $2.9B | 1Y +20.1% | 5Y —No data | Yield 0.96% |
| A | JPMorgan U.S. Momentum FactorJMOM · US Active MomentumJMOM | US Active Momentum | Cost 0.12% | $2.56B | 1Y +16.1% | 5Y +11.0% | Yield 0.80% |
| C | JPMorgan International Bond OpportunitiesJPIB · US Aggregate BondJPIB | US Aggregate Bond | Cost 0.50% | $2.31B | 1Y +0.5% | 5Y +2.7% | Yield 4.49% |
| B | JPMorgan Active High YieldJPHY · US High YieldJPHY | US High Yield | Cost 0.45% | $2.24B | 1Y +3.3% | 5Y —No data | Yield 6.57% |
| C | JPMorgan Preferred and Income SecuritiesJPRF · Preferred SecuritiesJPRF | Preferred Securities | Cost 0.61% | $2.2B | 1Y —No data | 5Y —No data | Yield —No data |
| B | JPMorgan BetaBuilders U.S. Mid Cap EquityBBMC · US Mid-CapBBMC | US Mid-Cap | Cost 0.07% | $2.02B | 1Y +21.6% | 5Y +6.6% | Yield 1.13% |
| B | JPMorgan Equity FocusJPEF · US Active EquityJPEF | US Active Equity | Cost 0.55% | $1.95B | 1Y +9.1% | 5Y —No data | Yield 0.65% |
| B | JPMorgan Short Duration Core PlusJSCP · US Aggregate BondJSCP | US Aggregate Bond | Cost 0.33% | $1.81B | 1Y +1.9% | 5Y +2.5% | Yield 4.55% |
| C | JPMorgan Flexible DebtJFLX · Global Aggregate Bond (Unhedged)JFLX | Global Aggregate Bond (Unhedged) | Cost 0.64% | $1.68B | 1Y +2.7% | 5Y —No data | Yield 4.64% |
| A | JPMorgan ActiveBuilders Emerging Markets EquityJEMA · Emerging Markets Active EquityJEMA | Emerging Markets Active Equity | Cost 0.33% | $1.59B | 1Y +18.1% | 5Y +5.6% | Yield 2.54% |
| A | JPMorgan BetaBuilders MSCI US REITBBRE · US Real EstateBBRE | US Real Estate | Cost 0.11% | $1.25B | 1Y +15.9% | 5Y +3.4% | Yield 2.74% |
| B | JPMorgan U.S. Value FactorJVAL · US Value IndexJVAL | US Value Index | Cost 0.12% | $1.03B | 1Y +24.8% | 5Y +11.4% | Yield 1.60% |
| B | JPMorgan Fundamental Data Science Large GrowthLGDS · US Active GrowthLGDS | US Active Growth | Cost 0.40% | $990M | 1Y —No data | 5Y —No data | Yield 0.00% |
| C | JPMorgan Inflation Managed BondJCPI · TIPSJCPI | TIPS | Cost 0.39% | $916M | 1Y −0.2% | 5Y —No data | Yield 4.24% |
| A | JPMorgan Equity Premium YieldROCY · S&P 500 Active Option IncomeROCY | S&P 500 Active Option Income | Cost 0.35% | $879M | 1Y —No data | 5Y —No data | Yield —No data |
| A | JPMorgan U.S. Research Enhanced Large CapJUSA · US Active GrowthJUSA | US Active Growth | Cost 0.18% | $871M | 1Y +12.2% | 5Y —No data | Yield 0.72% |
| C | JPMorgan BetaBuilders Emerging Markets EquityBBEM · Other Major IndexesBBEM | Other Major Indexes | Cost 0.15% | $837M | 1Y +14.8% | 5Y —No data | Yield 4.99% |
| A | JPMorgan BetaBuilders U.S. Aggregate BondBBAG · US Aggregate BondBBAG | US Aggregate Bond | Cost 0.03% | $789M | 1Y +0.3% | 5Y −0.3% | Yield 4.55% |
| B | JPMorgan Nasdaq Equity Premium YieldROCQ · Nasdaq-100 Option IncomeROCQ | Nasdaq-100 Option Income | Cost 0.35% | $766M | 1Y —No data | 5Y —No data | Yield —No data |
| B | JPMorgan BetaBuilders U.S. Small Cap EquityBBSC · US Small-CapBBSC | US Small-Cap | Cost 0.09% | $714M | 1Y +19.8% | 5Y +5.6% | Yield 1.05% |
| A | JPMorgan BetaBuilders USD High Yield Corporate BondBBHY · US High YieldBBHY | US High Yield | Cost 0.07% | $702M | 1Y +2.6% | 5Y +3.6% | Yield 7.17% |
| B | JPMorgan Diversified Return U.S. Small Cap EquityJPSE · US MultifactorJPSE | US Multifactor | Cost 0.29% | $560M | 1Y +18.3% | 5Y +5.5% | Yield 1.43% |
| D | JPMorgan California Tax Free BondJCAL · Other Municipal BondJCAL | Other Municipal Bond | Cost 0.44% | $515M | 1Y —No data | 5Y —No data | Yield —No data |
| B | JPMorgan International GrowthJIG · International Active GrowthJIG | International Active Growth | Cost 0.55% | $513M | 1Y +9.1% | 5Y +1.3% | Yield 2.06% |
| B | JPMorgan Diversified Return U.S. Mid Cap EquityJPME · US MultifactorJPME | US Multifactor | Cost 0.24% | $487M | 1Y +20.1% | 5Y +8.0% | Yield 1.76% |
| C | JPMorgan Realty IncomeJPRE · US Active SectorJPRE | US Active Sector | Cost 0.71% | $475M | 1Y +14.4% | 5Y —No data | Yield 2.26% |
| A | JPMorgan Diversified Return U.S. EquityJPUS · US MultifactorJPUS | US Multifactor | Cost 0.18% | $466M | 1Y +19.6% | 5Y +9.1% | Yield 1.99% |
| D | JPMorgan New York Tax Free BondJTNY · Other Municipal BondJTNY | Other Municipal Bond | Cost 0.43% | $449M | 1Y —No data | 5Y —No data | Yield —No data |
| C | JPMorgan Sustainable Municipal IncomeJMSI · Other Municipal BondJMSI | Other Municipal Bond | Cost 0.46% | $405M | 1Y +1.3% | 5Y —No data | Yield 3.73% |
| C | JPMorgan Diversified Return International EquityJPIN · International MultifactorJPIN | International Multifactor | Cost 0.37% | $382M | 1Y +16.5% | 5Y +9.0% | Yield 4.19% |
| B | JPMorgan Diversified Return Emerging Markets EquityJPEM · Emerging Markets MultifactorJPEM | Emerging Markets Multifactor | Cost 0.44% | $368M | 1Y +9.8% | 5Y +6.7% | Yield 4.54% |
| B | JPMorgan High Yield MunicipalJMHI · High-Yield Municipal BondsJMHI | High-Yield Municipal Bonds | Cost 0.52% | $308M | 1Y +1.0% | 5Y —No data | Yield 4.54% |
| B | JPMorgan International Hedged Equity Laddered OverlayHOLA · Index Option IncomeHOLA | Index Option Income | Cost 0.68% | $281M | 1Y +9.7% | 5Y —No data | Yield —No data |
| B | JPMorgan Managed Futures PlusJPFP · Managed FuturesJPFP | Managed Futures | Cost 0.59% | $142M | 1Y —No data | 5Y —No data | Yield 0.00% |
| C | JPMorgan Fundamental Data Science Large ValueLVDS · US Active ValueLVDS | US Active Value | Cost 0.63% | $119M | 1Y +29.0% | 5Y —No data | Yield 6.78% |
| C | JPMorgan 100% U.S. Treasury Securities Money MarketJMMF · US Treasury & GovernmentJMMF | US Treasury & Government | Cost 0.16% | $117M | 1Y —No data | 5Y —No data | Yield —No data |
| A | JPMorgan Equity and Options Total ReturnJOYT · S&P 500 Active Option IncomeJOYT | S&P 500 Active Option Income | Cost 0.35% | $116M | 1Y +13.1% | 5Y —No data | Yield 0.76% |
| B | JPMorgan USD Emerging Markets Sovereign BondJPMB · Emerging Markets Bonds (US Dollar)JPMB | Emerging Markets Bonds (US Dollar) | Cost 0.39% | $96M | 1Y +1.9% | 5Y +1.1% | Yield 5.93% |
| D | JPMorgan International DynamicJIDE · International Active EquityJIDE | International Active Equity | Cost 0.74% | $80M | 1Y —No data | 5Y —No data | Yield 0.00% |
| A | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 YearBBIB · Treasuries (3-10 Year)BBIB | Treasuries (3-10 Year) | Cost 0.04% | $77M | 1Y −0.2% | 5Y —No data | Yield 4.03% |
| — | JPMorgan BetaBuilders USD Investment Grade Corporate BondBBCBBBCB | —No data | Cost 0.04% | $57M | 1Y −0.7% | 5Y −0.5% | Yield 5.19% |
| A | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 YearBBSB · Treasuries (1-3 Year)BBSB | Treasuries (1-3 Year) | Cost 0.04% | $55M | 1Y +2.1% | 5Y —No data | Yield 3.79% |
| C | JPMorgan Flexible IncomeJFLI · Multi-Asset IncomeJFLI | Multi-Asset Income | Cost 0.51% | $48M | 1Y +10.8% | 5Y —No data | Yield 8.33% |
| A | JPMorgan BetaBuilders U.S. Treasury Bond 20+ YearBBLB · Treasuries (20+ Year)BBLB | Treasuries (20+ Year) | Cost 0.04% | $36M | 1Y −4.0% | 5Y —No data | Yield 5.00% |
| B | JPMorgan Nasdaq Hedged Equity Laddered OverlayHEQQ · Nasdaq-100 Option IncomeHEQQ | Nasdaq-100 Option Income | Cost 0.50% | $29M | 1Y +3.4% | 5Y —No data | Yield 0.17% |
| D | JPMorgan U.S. Large Cap Value PlusJLVP · US Active ValueJLVP | US Active Value | Cost 1.21% | $29M | 1Y —No data | 5Y —No data | Yield 0.00% |
| C | JPMorgan Active Small Cap ValueJPSV · US Active Small-CapJPSV | US Active Small-Cap | Cost 0.55% | $29M | 1Y +27.1% | 5Y —No data | Yield 1.15% |
| C | JPMorgan Active Developing Markets EquityJADE · Emerging Markets Active EquityJADE | Emerging Markets Active Equity | Cost 0.65% | $28M | 1Y +17.7% | 5Y —No data | Yield 2.00% |
| B | JPMorgan Fundamental Data Science Large CoreLCDS · US Active EquityLCDS | US Active Equity | Cost 0.30% | $16M | 1Y +14.3% | 5Y —No data | Yield 0.87% |
| B | JPMorgan Active China ETF Active ChinaJCHI · ChinaJCHI | China | Cost 0.65% | $15M | 1Y −11.5% | 5Y —No data | Yield 1.97% |
| C | JPMorgan Dividend LeadersJDIV · Global Active Dividend IncomeJDIV | Global Active Dividend Income | Cost 0.47% | $12M | 1Y +8.3% | 5Y —No data | Yield 1.69% |
| C | JPMorgan Healthcare LeadersJDOC · US Active SectorJDOC | US Active Sector | Cost 0.65% | $10M | 1Y +24.1% | 5Y —No data | Yield 0.76% |
| B | JPMorgan Fundamental Data Science Small CoreSCDS · US Active Small-CapSCDS | US Active Small-Cap | Cost 0.40% | $9M | 1Y +25.5% | 5Y —No data | Yield 1.10% |
| B | JPMorgan Fundamental Data Science Mid CoreMCDS · US Active Small/Mid-CapMCDS | US Active Small/Mid-Cap | Cost 0.35% | $8M | 1Y +17.8% | 5Y —No data | Yield 1.02% |
