JPMorgan

Statistics as of May 27, 2025

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Found total of 149 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
0.00%
TTM Yield
0.2%
3yr Sharpe
0.67
YTD Return
0.1%
3yr Return
69.1%
1yr Return
12.5%
Total Assets
$107B
6M Money Flow
$4B
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
4.2%
3yr Sharpe
-0.31
YTD Return
2.1%
3yr Return
5.1%
1yr Return
5.7%
Total Assets
$49B
6M Money Flow
-$458M
Large Value
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
0.16
YTD Return
1.5%
3yr Return
20.1%
1yr Return
8.7%
Total Assets
$43B
6M Money Flow
-$3B
Derivative Income
Expense Ratio
0.00%
TTM Yield
8.0%
3yr Sharpe
0.28
YTD Return
-0.2%
3yr Return
24.6%
1yr Return
6.8%
Total Assets
$40B
6M Money Flow
$3B
Ultrashort Bond
Expense Ratio
0.00%
TTM Yield
4.9%
3yr Sharpe
0.30
YTD Return
2.0%
3yr Return
14.8%
1yr Return
5.3%
Total Assets
$31B
6M Money Flow
$3B
Large Blend
Expense Ratio
0.00%
TTM Yield
0.7%
3yr Sharpe
0.44
YTD Return
-0.9%
3yr Return
45.9%
1yr Return
9.0%
Total Assets
$31B
6M Money Flow
-$799M
Derivative Income
Expense Ratio
0.00%
TTM Yield
11.3%
3yr Sharpe
-
YTD Return
-3.1%
3yr Return
49.1%
1yr Return
7.5%
Total Assets
$26B
6M Money Flow
$7B
Intermediate Core-Plus Bond
Expense Ratio
0.00%
TTM Yield
5.1%
3yr Sharpe
-0.26
YTD Return
2.0%
3yr Return
5.9%
1yr Return
6.0%
Total Assets
$23B
6M Money Flow
$105M
Large Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.49
YTD Return
-0.5%
3yr Return
64.4%
1yr Return
12.2%
Total Assets
$21B
6M Money Flow
-$655M
Equity Hedged
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.53
YTD Return
-1.9%
3yr Return
35.6%
1yr Return
7.9%
Total Assets
$21B
6M Money Flow
$478M
Multisector Bond
Expense Ratio
0.00%
TTM Yield
6.0%
3yr Sharpe
-0.03
YTD Return
2.9%
3yr Return
13.8%
1yr Return
8.5%
Total Assets
$14B
6M Money Flow
$2B
Japan Stock
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
0.40
YTD Return
9.8%
3yr Return
35.1%
1yr Return
9.4%
Total Assets
$13B
6M Money Flow
-$333M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.08
YTD Return
-1.7%
3yr Return
18.7%
1yr Return
7.2%
Total Assets
$12B
6M Money Flow
-$997M
Mid-Cap Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.13
YTD Return
0.9%
3yr Return
35.8%
1yr Return
8.6%
Total Assets
$12B
6M Money Flow
$134M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.50
YTD Return
0.6%
3yr Return
48.0%
1yr Return
12.4%
Total Assets
$11B
6M Money Flow
-$342M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
4.2%
3yr Sharpe
-0.14
YTD Return
2.1%
3yr Return
12.0%
1yr Return
6.3%
Total Assets
$11B
6M Money Flow
$808M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
0.51
YTD Return
-0.1%
3yr Return
48.8%
1yr Return
10.6%
Total Assets
$11B
6M Money Flow
$215M
Nontraditional Bond
Expense Ratio
0.00%
TTM Yield
4.6%
3yr Sharpe
-0.32
YTD Return
1.7%
3yr Return
14.2%
1yr Return
4.5%
Total Assets
$10B
6M Money Flow
-$33M
Large Value
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.19
YTD Return
-0.1%
3yr Return
22.9%
1yr Return
10.3%
Total Assets
$9B
6M Money Flow
-$588M
Miscellaneous Region
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
0.19
YTD Return
11.3%
3yr Return
29.2%
1yr Return
20.7%
Total Assets
$8B
6M Money Flow
$149M
Global Moderately Conservative Allocation
Expense Ratio
0.00%
TTM Yield
5.7%
3yr Sharpe
-0.01
YTD Return
3.6%
3yr Return
14.5%
1yr Return
8.3%
Total Assets
$8B
6M Money Flow
-$597M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
-
YTD Return
17.5%
3yr Return
-
1yr Return
11.1%
Total Assets
$7B
6M Money Flow
-$151M
Global Large-Stock Blend
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
-
YTD Return
2.2%
3yr Return
-
1yr Return
6.3%
Total Assets
$7B
6M Money Flow
$2B
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
-0.07
YTD Return
11.9%
3yr Return
19.2%
1yr Return
9.5%
Total Assets
$7B
6M Money Flow
-$781M
Intermediate Core-Plus Bond
Expense Ratio
0.00%
TTM Yield
5.1%
3yr Sharpe
-0.22
YTD Return
2.1%
3yr Return
6.9%
1yr Return
6.1%
Total Assets
$6B
6M Money Flow
$2B
High Yield Bond
Expense Ratio
0.00%
TTM Yield
7.3%
3yr Sharpe
0.21
YTD Return
2.9%
3yr Return
20.6%
1yr Return
9.8%
Total Assets
$6B
6M Money Flow
$387M
Derivative Income
Expense Ratio
0.00%
TTM Yield
8.0%
3yr Sharpe
0.25
YTD Return
-0.4%
3yr Return
23.5%
1yr Return
6.4%
Total Assets
$6B
6M Money Flow
-$169M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.63
YTD Return
2.6%
3yr Return
50.8%
1yr Return
14.6%
Total Assets
$6B
6M Money Flow
$634M
Large Value
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
0.30
YTD Return
0.4%
3yr Return
25.6%
1yr Return
6.8%
Total Assets
$6B
6M Money Flow
$22M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
4.1%
3yr Sharpe
-0.27
YTD Return
2.1%
3yr Return
5.8%
1yr Return
6.2%
Total Assets
$6B
6M Money Flow
$7M
Global Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
0.33
YTD Return
3.0%
3yr Return
33.3%
1yr Return
8.7%
Total Assets
$6B
6M Money Flow
$55M
Large Growth
Expense Ratio
0.00%
TTM Yield
0.1%
3yr Sharpe
-
YTD Return
-0.5%
3yr Return
-
1yr Return
12.0%
Total Assets
$6B
6M Money Flow
$2B
Ultrashort Bond
Expense Ratio
0.00%
TTM Yield
4.9%
3yr Sharpe
0.11
YTD Return
1.8%
3yr Return
14.1%
1yr Return
5.1%
Total Assets
$5B
6M Money Flow
-$632M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
0.19
YTD Return
2.5%
3yr Return
21.8%
1yr Return
7.8%
Total Assets
$5B
6M Money Flow
-$186M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
2.9%
3yr Sharpe
0.38
YTD Return
16.7%
3yr Return
37.3%
1yr Return
12.6%
Total Assets
$5B
6M Money Flow
-$38M
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
0.7%
3yr Sharpe
0.12
YTD Return
-0.9%
3yr Return
25.1%
1yr Return
7.6%
Total Assets
$5B
6M Money Flow
$470M
Equity Hedged
Expense Ratio
0.00%
TTM Yield
0.7%
3yr Sharpe
0.38
YTD Return
-0.3%
3yr Return
27.7%
1yr Return
7.6%
Total Assets
$5B
6M Money Flow
-$7M
Pacific/Asia ex-Japan Stk
Expense Ratio
0.00%
TTM Yield
3.9%
3yr Sharpe
-0.06
YTD Return
8.6%
3yr Return
13.8%
1yr Return
11.0%
Total Assets
$5B
6M Money Flow
$123M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
2.8%
3yr Sharpe
0.36
YTD Return
17.7%
3yr Return
36.8%
1yr Return
11.3%
Total Assets
$5B
6M Money Flow
$114M
Large Value
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
0.20
YTD Return
-0.6%
3yr Return
24.3%
1yr Return
8.7%
Total Assets
$5B
6M Money Flow
$146M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
0.27
YTD Return
2.5%
3yr Return
26.9%
1yr Return
8.3%
Total Assets
$5B
6M Money Flow
-$47M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.49
YTD Return
0.8%
3yr Return
48.8%
1yr Return
12.8%
Total Assets
$5B
6M Money Flow
$302M