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
JPDEX	JPMorgan Tax Aware Equity Fund	Large Cap Growth Equities	Jan 30, 1997	0.55%	—	—	—
JPDVX	JPMorgan Diversified Fund	Diversified Portfolio	Sep 9, 1993	0.60%	5.79%	7.12%	1.25%
JPGSX	JPMorgan U.S. GARP Equity Fund	Large Cap Growth Equities	Feb 28, 2003	0.59%	15.55%	14.99%	0.79%
JPHSX	JPMorgan Floating Rate Income Fund	Bank Loan	May 31, 2011	0.75%	3.06%	3.22%	7.82%
JPIVX	JPMorgan U.S. Applied Data Science Value Fund	Large Cap Value Equities	Feb 28, 2003	0.49%	9.81%	8.50%	6.81%
JPPEX	JPMorgan Mid Cap Equity Fund Class R6	Mid Cap Blend Equities	—	0.64%	7.05%	10.77%	0.68%
JPSRX	JPMorgan SmartRetirement Blend 2035 Fund	Target Retirement Date	Jul 1, 2012	0.29%	3.65%	7.02%	2.21%
JPTBX	JPMorgan SmartRetirement Blend 2055 Fund	Target Retirement Date	Jul 1, 2012	0.33%	6.11%	8.06%	1.73%
JRBEX	JPMorgan SmartRetirement Blend 2030 Fund	Target Retirement Date	Jul 1, 2012	0.32%	2.32%	6.25%	2.42%
JSASX	JPMorgan SmartRetirement 2045 Fund	Target Retirement Date	Jul 30, 2007	0.25%	6.88%	8.26%	1.55%
JSDSX	JPMorgan Short Duration Core Plus Fund	Short-Term Bond	Mar 1, 2013	0.60%	1.25%	2.37%	3.50%
JSISX	JPMorgan Unconstrained Debt Fund	Nontraditional Bonds	Nov 30, 2010	0.64%	1.33%	2.76%	3.88%
JSMSX	JPMorgan SmartRetirement 2030 Fund	Target Retirement Date	May 14, 2006	0.25%	2.82%	6.37%	2.43%
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	Total Bond Market	Oct 10, 2008	0.77%	2.33%	2.44%	5.01%
JSRSX	JPMorgan SmartRetirement Income Fund	Target Retirement Date	May 14, 2006	0.22%	0.52%	1.25%	3.12%
JSSRX	JPMorgan SmartRetirement Blend 2020 Fund	Target Retirement Date	Jul 1, 2012	0.28%	0.70%	4.66%	2.57%
JTQDX	JPMorgan SmartRetirement Blend 2015 Fund	Target Retirement Date	Dec 29, 2016	0.28%	—	—	—
JTSSX	JPMorgan SmartRetirement 2050 Fund	Target Retirement Date	Jul 30, 2007	0.25%	7.37%	8.32%	1.46%
JTTSX	JPMorgan SmartRetirement 2020 Fund	Target Retirement Date	May 14, 2006	0.25%	0.51%	4.75%	3.12%
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	Sep 17, 1993	0.44%	12.44%	13.24%	1.84%

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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