JPMorgan Chase Mutual Funds List

Here you can find all mutual funds issued by JPMorgan Chase and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.

Issuer: JPMorgan Chase

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income	Aug 31, 2018	0.63%	6.47%	—	7.19%
JFFSX	JPMorgan SmartRetirement 2055 Fund	Target Retirement Date	Jan 30, 2012	0.25%	5.76%	8.04%	1.49%
JHEQX	JPMorgan Hedged Equity Fund Class I	Hedge Fund	Dec 13, 2013	0.58%	5.90%	—	0.90%
JHQAX	JPMorgan Hedged Equity Fund	Options Trading	Dec 13, 2013	0.83%	5.82%	—	0.67%
JHQDX	JPMorgan Hedged Equity 2 Fund Class I	Options Trading	Feb 26, 2021	0.60%	8.13%	—	0.91%
JIHIX	JPMorgan International Hedged Equity Fund	Options Trading	Mar 14, 2019	0.60%	7.58%	—	2.56%
JIISX	JPMorgan U.S. Sustainable Leaders Fund	Large Cap Blend Equities	Feb 28, 2003	0.39%	11.20%	11.57%	0.88%
JIJSX	JPMorgan SmartRetirement Blend Income Fund	Target Retirement Date	Jul 1, 2012	0.27%	-0.56%	3.93%	2.93%
JITIX	JPMorgan Intermediate Tax Free Bond Fund	Municipal Bonds	Sep 9, 2001	0.40%	0.25%	1.64%	3.49%
JLPSX	JPMorgan U.S. Large Cap Core Plus Fund	Large Cap Blend Equities	Nov 1, 2005	1.45%	14.80%	12.59%	10.14%
JMIEX	JPMorgan Emerging Markets Equity Fund	Emerging Markets Diversified	Nov 14, 1993	0.90%	4.51%	3.76%	1.49%
JMSIX	JPMorgan Income Fund	Multisector Bonds	Jun 1, 2014	0.40%	2.48%	—	5.29%
JMSSX	JPMorgan SmartRetirement Blend 2045 Fund	Target Retirement Date	Jul 1, 2012	0.32%	3.89%	7.68%	1.87%
JMTSX	JPMorgan Total Return Fund	Intermediate Core-Plus Bond	Jun 16, 2008	0.56%	-1.63%	1.27%	3.61%
JMUEX	JPMorgan U.S. Equity Fund	Large Cap Blend Equities	Sep 17, 1993	0.57%	10.85%	12.79%	1.79%
JNBSX	JPMorgan Income Builder Fund	Diversified Portfolio	May 30, 2007	0.60%	2.30%	4.04%	5.17%
JNEAX	JPMorgan SmartRetirement Blend 2050 Fund	Target Retirement Date	Jul 1, 2012	0.33%	4.27%	7.76%	1.80%
JNSSX	JPMorgan SmartRetirement 2025 Fund	Target Retirement Date	Jul 30, 2007	0.25%	0.30%	5.38%	2.82%
JNUSX	JPMorgan International Value Fund	Foreign Large Cap Equities	Nov 3, 1993	0.63%	10.53%	3.60%	4.66%
JOBEX	JPMorgan SmartRetirement Blend 2040 Fund	Target Retirement Date	Jul 1, 2012	0.30%	3.14%	7.36%	2.06%

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.

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