JPMorgan Mutual Funds List
Here you can find all mutual funds issued by JPMorgan and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 124
- Avg. Expense Ratio
- 0.65%
- Avg. 1 Year Return
- 17.39%
- Avg. 5 Year Return
- 7.42%
- Median Risk/Return Score
- 49 / 100
JPMorgan Mutual Funds List
114 results
Explore top JPMorgan Mutual Fund Categories and Asset Classes
JPMorgan Equity Mutual fundsJPMorgan Multi-Asset Mutual fundsJPMorgan Bond Mutual fundsJPMorgan Alternatives Mutual fundsJPMorgan Target Retirement Date Mutual fundsJPMorgan Large Cap Growth Equities Mutual fundsJPMorgan Large Cap Blend Equities Mutual fundsJPMorgan Diversified Portfolio Mutual fundsJPMorgan Municipal Bonds Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best JPMorgan Mutual funds by Risk/Return Score
The top JPMorgan Mutual funds by PortfoliosLab Risk/Return Score are JSOSX (99) and USMTX (99).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | |
| JPMorgan Ultra-Short Municipal Fund | 99 | — | May 2016 | |
| JPMorgan Ultra-Short Municipal Fund | 99 | — | May 2016 | |
| JPMorgan Emerging Markets Equity Fund Class R6 | 92 | — | Dec 2013 | |
| JPMorgan Emerging Markets Equity Fund Class I | 92 | — | — |
Best-Performing JPMorgan Mutual funds Over 5 Years
The top JPMorgan Mutual funds is JPGSX (15.78%).
Across the lineup, JPMorgan Mutual funds show an average 1-year return of 17.39% and an average 5-year return of 7.42%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| JPMorgan U.S. GARP Equity Fund | 15.78% | — | Feb 2003 | |
| JPMorgan Developed International Value Fund Class ... | 15.73% | — | Dec 2010 | |
| JPMorgan International Value Fund | 15.63% | — | Nov 1993 | |
| JPMorgan U.S. GARP Equity Fund Class A | 15.55% | — | Feb 2005 | |
| JPMorgan U.S. Large Cap Core Plus Fund | 15.27% | — | Nov 2005 |
Lowest-Cost JPMorgan Mutual funds
The top JPMorgan Mutual funds is JSRSX (0.22%).
With an average expense ratio of 0.65%, JPMorgan Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| JPMorgan SmartRetirement Income Fund | 0.22% | — | May 2006 | |
| JPMorgan Ultra-Short Municipal Fund | 0.24% | — | May 2016 | |
| JPMorgan U.S. Research Enhanced Equity Fund | 0.25% | — | Mar 2003 | |
| JPMorgan SmartRetirement 2045 Fund | 0.25% | — | Jul 2007 | |
| JPMorgan SmartRetirement 2025 Fund | 0.25% | — | Jul 2007 |
Highest-Yield JPMorgan Mutual funds
The top JPMorgan Mutual funds is VSEAX (22.91%).
Across the lineup, JPMorgan Mutual funds show an average dividend yield of 5.80%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| JPMorgan Small Cap Equity Fund | 22.91% | — | Dec 1994 | |
| JPMorgan Mid Cap Value Fund Class R6 | 19.46% | — | Nov 1997 | |
| JPMorgan Mid Cap Value Fund | 19.33% | — | Nov 1997 | |
| JPMorgan Growth Advantage Fund | 16.63% | — | May 2006 | |
| JPMorgan Diversified Fund | 13.58% | — | Sep 1993 |
Top Mutual funds Issuers
Fidelity · 969 Mutual fundsBlackRock · 356 Mutual fundsVanguard · 295 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsPIMCO · 124 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 106 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsColumbia · 97 Mutual fundsAmerican Century · 88 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsPrincipal · 65 Mutual fundsTIAA Investments · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual fundsAllspring Global Investments · 54 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
JLGMX vs. FXAIXJLGMX vs. SPYJLGMX vs. VOOJLGMX vs. VINIXJLGMX vs. VIGIXSEEGX vs. VFIAXSEEGX vs. VOOSEEGX vs. VUGSEEGX vs. SPYSEEGX vs. SFLNXOLGAX vs. VOOOLGAX vs. JGROOLGAX vs. SCHGOLGAX vs. VIGAXOLGAX vs. VTSAXJEPIX vs. JEPIJEPIX vs. VHYAXJEPIX vs. VFIAXJEPIX vs. CTOJEPIX vs. AMECXOIEJX vs. VIIIXOIEJX vs. FXAIXOIEJX vs. VOOOIEJX vs. SCHDOIEJX vs. VEIPXJHEQX vs. SPYJHEQX vs. JEPIJHEQX vs. JHQDXJHEQX vs. BUFRJHEQX vs. ^GSPCJMSIX vs. PIMIXJMSIX vs. PONPXJMSIX vs. VCOBXJMSIX vs. VFIDXJMSIX vs. IIBAXJUEMX vs. FXAIXJUEMX vs. VOOJUEMX vs. ^GSPCJUEMX vs. VFIAXJUEMX vs. VTIJEPAX vs. JEPIJEPAX vs. PIAMXJEPAX vs. DFUSXJEPAX vs. IVVWJEPAX vs. VWINXVHIAX vs. VOOVHIAX vs. VIGAXVHIAX vs. SPYVHIAX vs. SCHGVHIAX vs. FXAIX