| A | JPMorgan Equity Premium IncomeJEPI · S&P 500 Active Option IncomeJEPI | S&P 500 Active Option Income | Cost 0.35% | $46B | 1Y +8.7% | 5Y +7.5% | Yield 7.96% |
| A | JPMorgan Nasdaq Equity Premium IncomeJEPQ · Nasdaq-100 Option IncomeJEPQ | Nasdaq-100 Option Income | Cost 0.35% | $43.8B | 1Y +15.1% | 5Y — | Yield 11.58% |
| A | JPMorgan Ultra-Short IncomeJPST · Cash & Ultra-Short IncomeJPST | Cash & Ultra-Short Income | Cost 0.18% | $42.8B | 1Y +3.4% | 5Y +3.9% | Yield 4.14% |
| A | JPMorgan BetaBuilders JapanBBJP · JapanBBJP | Japan | Cost 0.19% | $19.2B | 1Y +17.7% | 5Y +9.3% | Yield 4.59% |
| B | JPMorgan Core Plus BondJCPB · US Aggregate BondJCPB | US Aggregate Bond | Cost 0.40% | $16.1B | 1Y −1.3% | 5Y +0.6% | Yield 5.03% |
| A | JPMorgan BetaBuilders CanadaBBCA · Developed Single CountryBBCA | Developed Single Country | Cost 0.19% | $11.8B | 1Y +22.2% | 5Y +11.4% | Yield 1.68% |
| B | JPMorgan IncomeJPIE · US Aggregate BondJPIE | US Aggregate Bond | Cost 0.40% | $11.2B | 1Y +2.3% | 5Y — | Yield 5.70% |
| A | JPMorgan International Research Enhanced EquityJIRE · International Active EquityJIRE | International Active Equity | Cost 0.29% | $11B | 1Y +12.6% | 5Y — | Yield 2.73% |
| B | JPMorgan Active GrowthJGRO · US Active GrowthJGRO | US Active Growth | Cost 0.44% | $9.78B | 1Y +0.1% | 5Y — | Yield 0.16% |
| A | JPMorgan BetaBuilders U.S. EquityBBUS · Total US MarketBBUS | Total US Market | Cost 0.02% | $9.58B | 1Y +15.2% | 5Y +12.3% | Yield 0.99% |
| A | JPMorgan U.S. Quality FactorJQUA · US Quality IndexJQUA | US Quality Index | Cost 0.12% | $9.34B | 1Y +22.2% | 5Y +13.6% | Yield 1.05% |
| A | JPMorgan Active BondJBND · US Aggregate BondJBND | US Aggregate Bond | Cost 0.25% | $9.06B | 1Y −1.6% | 5Y — | Yield 4.62% |
| B | JPMorgan BetaBuilders EuropeBBEU · Developed International CoreBBEU | Developed International Core | Cost 0.09% | $8.98B | 1Y +10.3% | 5Y +8.8% | Yield 3.02% |
| A | JPMorgan MunicipalJMUB · Other Municipal BondJMUB | Other Municipal Bond | Cost 0.18% | $8.71B | 1Y −1.4% | 5Y +0.6% | Yield 3.80% |
| A | JPMorgan Ultra-Short Municipal IncomeJMST · Short-Duration Municipal BondsJMST | Short-Duration Municipal Bonds | Cost 0.18% | $8.03B | 1Y +2.2% | 5Y +2.4% | Yield 2.56% |
| B | JPMorgan Active ValueJAVA · US Active ValueJAVA | US Active Value | Cost 0.44% | $7.35B | 1Y +20.9% | 5Y +11.4% | Yield 1.14% |
| B | JPMorgan BetaBuilders Developed Asia Pacific ex-JapanBBAX · Asia-Pacific RegionBBAX | Asia-Pacific Region | Cost 0.19% | $6.71B | 1Y +14.1% | 5Y +6.2% | Yield 3.78% |
| B | JPMorgan Mortgage-Backed SecuritiesJMTG · Mortgage-Backed SecuritiesJMTG | Mortgage-Backed Securities | Cost 0.37% | $6.68B | 1Y −1.3% | 5Y — | Yield 4.53% |
| B | JPMorgan BetaBuilders International EquityBBIN · Developed International CoreBBIN | Developed International Core | Cost 0.07% | $6.51B | 1Y +12.9% | 5Y +8.8% | Yield 3.73% |
| B | JPMorgan Global Select EquityJGLO · Global Active EquityJGLO | Global Active Equity | Cost 0.47% | $6.33B | 1Y +7.2% | 5Y — | Yield 1.12% |
| A | JPMorgan Hedged Equity Laddered OverlayHELO · S&P 500 Active Option IncomeHELO | S&P 500 Active Option Income | Cost 0.50% | $4.89B | 1Y +7.3% | 5Y — | Yield 0.57% |
| C | JPMorgan U.S. Tech LeadersJTEK · US Active SectorJTEK | US Active Sector | Cost 0.65% | $4.54B | 1Y +6.6% | 5Y — | Yield 0.00% |
| A | JPMorgan International ValueJIVE · International Active ValueJIVE | International Active Value | Cost 0.55% | $4.49B | 1Y +27.0% | 5Y — | Yield 1.94% |
| A | JPMorgan Limited Duration BondJPLD · Core Securitized BondJPLD | Core Securitized Bond | Cost 0.30% | $4.13B | 1Y +2.2% | 5Y — | Yield 4.34% |
| A | JPMorgan Small & Mid Cap Enhanced EquityJMEE · US Active Small/Mid-CapJMEE | US Active Small/Mid-Cap | Cost 0.35% | $2.9B | 1Y +17.9% | 5Y — | Yield 0.98% |
| A | JPMorgan U.S. Momentum FactorJMOM · US Active MomentumJMOM | US Active Momentum | Cost 0.12% | $2.71B | 1Y +19.9% | 5Y +12.9% | Yield 0.77% |
| C | JPMorgan International Bond OpportunitiesJPIB · US Aggregate BondJPIB | US Aggregate Bond | Cost 0.50% | $2.28B | 1Y −0.3% | 5Y +2.5% | Yield 4.66% |
| B | JPMorgan Active High YieldJPHY · US High YieldJPHY | US High Yield | Cost 0.45% | $2.22B | 1Y +2.1% | 5Y — | Yield 6.58% |
| C | JPMorgan Preferred and Income SecuritiesJPRF · Preferred SecuritiesJPRF | Preferred Securities | Cost 0.61% | $2.2B | 1Y — | 5Y — | Yield — |
| B | JPMorgan BetaBuilders U.S. Mid Cap EquityBBMC · US Mid-CapBBMC | US Mid-Cap | Cost 0.07% | $2.11B | 1Y +18.3% | 5Y +7.2% | Yield 1.15% |
| B | JPMorgan Equity FocusJPEF · US Active EquityJPEF | US Active Equity | Cost 0.55% | $2.02B | 1Y +9.6% | 5Y — | Yield 0.64% |
| B | JPMorgan Short Duration Core PlusJSCP · US Aggregate BondJSCP | US Aggregate Bond | Cost 0.33% | $1.84B | 1Y +0.9% | 5Y +2.3% | Yield 4.52% |
| A | JPMorgan ActiveBuilders Emerging Markets EquityJEMA · Emerging Markets Active EquityJEMA | Emerging Markets Active Equity | Cost 0.33% | $1.67B | 1Y +23.3% | 5Y +6.4% | Yield 2.43% |
| C | JPMorgan Flexible DebtJFLX · Global Aggregate Bond (Unhedged)JFLX | Global Aggregate Bond (Unhedged) | Cost 0.64% | $1.63B | 1Y +1.5% | 5Y — | Yield — |
| A | JPMorgan BetaBuilders MSCI US REITBBRE · US Real EstateBBRE | US Real Estate | Cost 0.11% | $1.26B | 1Y +8.3% | 5Y +2.8% | Yield 2.89% |
| B | JPMorgan Fundamental Data Science Large GrowthLGDS · US Active GrowthLGDS | US Active Growth | Cost 0.40% | $1.1B | 1Y — | 5Y — | Yield 0.00% |
| B | JPMorgan U.S. Value FactorJVAL · US Value IndexJVAL | US Value Index | Cost 0.12% | $1.04B | 1Y +24.6% | 5Y +12.0% | Yield 1.59% |
| A | JPMorgan BetaBuilders U.S. Aggregate BondBBAG · US Aggregate BondBBAG | US Aggregate Bond | Cost 0.03% | $980M | 1Y −1.9% | 5Y −0.4% | Yield 4.53% |
| C | JPMorgan Inflation Managed BondJCPI · TIPSJCPI | TIPS | Cost 0.39% | $910M | 1Y −1.1% | 5Y — | Yield 4.20% |
| A | JPMorgan Equity Premium YieldROCY · S&P 500 Active Option IncomeROCY | S&P 500 Active Option Income | Cost 0.35% | $844M | 1Y — | 5Y — | Yield — |
| C | JPMorgan BetaBuilders Emerging Markets EquityBBEM · Other Major IndexesBBEM | Other Major Indexes | Cost 0.15% | $830M | 1Y +17.3% | 5Y — | Yield 4.83% |
| A | JPMorgan U.S. Research Enhanced Large CapJUSA · US Active GrowthJUSA | US Active Growth | Cost 0.18% | $746M | 1Y +14.7% | 5Y — | Yield 0.71% |
| A | JPMorgan Nasdaq Equity Premium YieldROCQ · Nasdaq-100 Option IncomeROCQ | Nasdaq-100 Option Income | Cost 0.35% | $745M | 1Y — | 5Y — | Yield — |
| B | JPMorgan BetaBuilders U.S. Small Cap EquityBBSC · US Small-CapBBSC | US Small-Cap | Cost 0.09% | $727M | 1Y +13.1% | 5Y +6.2% | Yield 1.07% |
| A | JPMorgan BetaBuilders USD High Yield Corporate BondBBHY · US High YieldBBHY | US High Yield | Cost 0.07% | $699M | 1Y +1.0% | 5Y +3.4% | Yield 7.26% |
| B | JPMorgan Diversified Return U.S. Small Cap EquityJPSE · US MultifactorJPSE | US Multifactor | Cost 0.29% | $570M | 1Y +14.8% | 5Y +6.5% | Yield 1.44% |
| B | JPMorgan International GrowthJIG · International Active GrowthJIG | International Active Growth | Cost 0.55% | $532M | 1Y +9.3% | 5Y +2.2% | Yield 2.02% |
| D | JPMorgan California Tax Free BondJCAL · Other Municipal BondJCAL | Other Municipal Bond | Cost 0.44% | $507M | 1Y — | 5Y — | Yield — |
| B | JPMorgan Diversified Return U.S. Mid Cap EquityJPME · US MultifactorJPME | US Multifactor | Cost 0.24% | $484M | 1Y +16.7% | 5Y +8.1% | Yield 1.80% |
| C | JPMorgan Realty IncomeJPRE · US Active SectorJPRE | US Active Sector | Cost 0.71% | $465M | 1Y +7.2% | 5Y — | Yield 2.38% |
| A | JPMorgan Diversified Return U.S. EquityJPUS · US MultifactorJPUS | US Multifactor | Cost 0.18% | $462M | 1Y +16.7% | 5Y +9.3% | Yield 2.02% |
| D | JPMorgan New York Tax Free BondJTNY · Other Municipal BondJTNY | Other Municipal Bond | Cost 0.43% | $437M | 1Y — | 5Y — | Yield — |
| C | JPMorgan Diversified Return International EquityJPIN · International MultifactorJPIN | International Multifactor | Cost 0.37% | $387M | 1Y +15.6% | 5Y +8.7% | Yield 4.23% |
| C | JPMorgan Sustainable Municipal IncomeJMSI · Other Municipal BondJMSI | Other Municipal Bond | Cost 0.46% | $381M | 1Y −1.7% | 5Y — | Yield 3.84% |
| B | JPMorgan Diversified Return Emerging Markets EquityJPEM · Emerging Markets MultifactorJPEM | Emerging Markets Multifactor | Cost 0.44% | $380M | 1Y +13.1% | 5Y +6.6% | Yield 4.48% |
| C | JPMorgan High Yield MunicipalJMHI · High-Yield Municipal BondsJMHI | High-Yield Municipal Bonds | Cost 0.52% | $301M | 1Y −2.0% | 5Y — | Yield 4.63% |
| B | JPMorgan International Hedged Equity Laddered OverlayHOLA · Index Option IncomeHOLA | Index Option Income | Cost 0.68% | $284M | 1Y +8.5% | 5Y — | Yield — |
| B | JPMorgan Managed Futures PlusJPFP · Managed FuturesJPFP | Managed Futures | Cost 0.59% | $126M | 1Y — | 5Y — | Yield 0.00% |
| B | JPMorgan Fundamental Data Science Large ValueLVDS · US Active ValueLVDS | US Active Value | Cost 0.51% | $117M | 1Y +26.5% | 5Y — | Yield 6.90% |
| A | JPMorgan Equity and Options Total ReturnJOYT · S&P 500 Active Option IncomeJOYT | S&P 500 Active Option Income | Cost 0.35% | $115M | 1Y +15.7% | 5Y — | Yield 0.75% |
| B | JPMorgan 100% U.S. Treasury Securities Money MarketJMMF · US Treasury & GovernmentJMMF | US Treasury & Government | Cost 0.16% | $102M | 1Y — | 5Y — | Yield — |
| B | JPMorgan USD Emerging Markets Sovereign BondJPMB · Emerging Markets Bonds (US Dollar)JPMB | Emerging Markets Bonds (US Dollar) | Cost 0.39% | $95M | 1Y −0.4% | 5Y +1.0% | Yield 5.98% |
| A | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 YearBBIB · Treasuries (3-10 Year)BBIB | Treasuries (3-10 Year) | Cost 0.04% | $76M | 1Y −2.0% | 5Y — | Yield 4.08% |
| A | JPMorgan BetaBuilders U.S. Treasury Bond 1-3 YearBBSB · Treasuries (1-3 Year)BBSB | Treasuries (1-3 Year) | Cost 0.04% | $55M | 1Y +1.5% | 5Y — | Yield 3.79% |
| — | JPMorgan BetaBuilders USD Investment Grade Corporate BondBBCBBBCB | — | Cost 0.04% | $54M | 1Y −3.3% | 5Y −0.4% | Yield 5.25% |
| C | JPMorgan Flexible IncomeJFLI · Multi-Asset IncomeJFLI | Multi-Asset Income | Cost 0.51% | $50M | 1Y +11.3% | 5Y — | Yield 8.12% |
| A | JPMorgan BetaBuilders U.S. Treasury Bond 20+ YearBBLB · Treasuries (20+ Year)BBLB | Treasuries (20+ Year) | Cost 0.04% | $35M | 1Y −8.2% | 5Y — | Yield 5.12% |
| B | JPMorgan Nasdaq Hedged Equity Laddered OverlayHEQQ · Nasdaq-100 Option IncomeHEQQ | Nasdaq-100 Option Income | Cost 0.50% | $31M | 1Y +7.1% | 5Y — | Yield 0.17% |
| C | JPMorgan Active Developing Markets EquityJADE · Emerging Markets Active EquityJADE | Emerging Markets Active Equity | Cost 0.65% | $30M | 1Y +24.4% | 5Y — | Yield 1.90% |
| D | JPMorgan International DynamicJIDE · International Active EquityJIDE | International Active Equity | Cost 0.74% | $29M | 1Y — | 5Y — | Yield 0.00% |
| — | JPMorgan U.S. Large Cap Value PlusJLVP · US Active ValueJLVP | US Active Value | Cost 1.21% | $29M | 1Y — | 5Y — | Yield 0.00% |
| C | JPMorgan Active Small Cap ValueJPSV · US Active Small-CapJPSV | US Active Small-Cap | Cost 0.55% | $28M | 1Y +18.1% | 5Y — | Yield 1.22% |
| B | JPMorgan Fundamental Data Science Large CoreLCDS · US Active EquityLCDS | US Active Equity | Cost 0.30% | $17M | 1Y +16.5% | 5Y — | Yield 0.85% |
| B | JPMorgan Active China ETF Active ChinaJCHI · ChinaJCHI | China | Cost 0.65% | $15M | 1Y −12.8% | 5Y — | Yield 1.99% |
| B | JPMorgan Dividend LeadersJDIV · Global Active Dividend IncomeJDIV | Global Active Dividend Income | Cost 0.47% | $13M | 1Y +6.2% | 5Y — | Yield 1.69% |
| C | JPMorgan Healthcare LeadersJDOC · US Active SectorJDOC | US Active Sector | Cost 0.65% | $10M | 1Y +16.4% | 5Y — | Yield 0.81% |
| B | JPMorgan Fundamental Data Science Small CoreSCDS · US Active Small-CapSCDS | US Active Small-Cap | Cost 0.40% | $9M | 1Y +21.9% | 5Y — | Yield 1.12% |
| B | JPMorgan Fundamental Data Science Mid CoreMCDS · US Active Small/Mid-CapMCDS | US Active Small/Mid-Cap | Cost 0.35% | $8M | 1Y +16.5% | 5Y — | Yield 1.02% |
