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: 17.87%
Avg. 5 Year Return: 7.32%
Median Risk/Return Score: 48 / 100

51 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FLMVX	JPMorgan Mid Cap Value Fund	Mid Cap Value Equities	Nov 13, 1997	0.75%	8.15%	10.25%	19.57%	27
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	May 31, 2011	1.04%	4.89%	6.41%	9.20%	28
HLEIX	JPMorgan Equity Index Fund Class I	Large Cap Blend Equities	Jul 2, 1991	0.38%	11.01%	15.32%	0.83%	69
HLGEX	JPMorgan Mid Cap Growth Fund	Mid Cap Growth Equities	Mar 2, 1989	0.89%	6.49%	13.69%	8.86%	9
HLIEX	JPMorgan Equity Income Fund	Large Cap Value Equities	Jul 2, 1987	0.70%	11.28%	12.12%	9.72%	71
HLQVX	JPMorgan Large Cap Value Fund	Large Cap Value Equities	Mar 1, 1991	0.69%	8.06%	13.44%	7.40%	49
IUESX	JPMorgan International Focus Fund	Foreign Large Cap Equities	Nov 30, 2011	0.75%	13.33%	9.11%	4.02%	33
JCMAX	JPMorgan Mid Cap Equity Fund Class A	Mid Cap Blend Equities	Nov 2, 2009	1.14%	7.50%	11.26%	5.73%	21
JDESX	JPMorgan U.S. Research Enhanced Equity Fund	Large Cap Blend Equities	Sep 10, 2001	0.35%	9.00%	16.03%	4.89%	59
JDEUX	JPMorgan U.S. Research Enhanced Equity Fund	Large Cap Blend Equities	Mar 24, 2003	0.25%	8.99%	16.14%	4.96%	59
JEMSX	JPMorgan Emerging Markets Equity Fund Class I	Emerging Markets Equities	—	0.99%	30.43%	11.60%	0.96%	90
JEMWX	JPMorgan Emerging Markets Equity Fund Class R6	Emerging Markets Equities	Dec 23, 2013	0.74%	30.55%	11.83%	1.09%	90
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	Aug 31, 2018	0.85%	0.50%	—	7.86%	13
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income	Aug 31, 2018	0.63%	0.61%	—	8.12%	14
JFEAX	JPMorgan Developed International Value Fund Class ...	Foreign Large Cap Equities	Sep 28, 2001	1.00%	9.59%	10.20%	2.52%	59
JGACX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	May 1, 2006	1.54%	6.40%	18.15%	16.19%	20
JGASX	JPMorgan Growth Advantage Fund Class A	Large Cap Growth Equities	May 1, 2006	0.74%	6.72%	19.29%	11.03%	22
JGVVX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	Dec 23, 2013	0.55%	6.85%	19.55%	10.35%	22
JIGAX	JPMorgan U.S. GARP Equity Fund Class A	Large Cap Growth Equities	Feb 22, 2005	0.84%	8.36%	18.19%	7.01%	38
JIISX	JPMorgan U.S. Sustainable Leaders Fund	Large Cap Blend Equities	Feb 28, 2003	0.39%	6.04%	14.39%	9.31%	34

Explore top JPMorgan Mutual Fund Categories and Asset Classes

JPMorgan Equity Mutual funds JPMorgan Multi-Asset Mutual funds JPMorgan Bond Mutual funds JPMorgan Alternatives Mutual funds JPMorgan Target Retirement Date Mutual funds JPMorgan Large Cap Growth Equities Mutual funds JPMorgan Diversified Portfolio Mutual funds JPMorgan Large Cap Blend Equities Mutual funds JPMorgan 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...

Time Period

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
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	99	—	Oct 2008
USMTX	JPMorgan Ultra-Short Municipal Fund	99	—	May 2016
USMSX	JPMorgan Ultra-Short Municipal Fund	99	—	May 2016
JEMWX	JPMorgan Emerging Markets Equity Fund Class R6	90	—	Dec 2013
JMIEX	JPMorgan Emerging Markets Equity Fund	90	—	Nov 1993

Best-Performing JPMorgan Mutual funds Over 5 Years

The top JPMorgan Mutual funds is JPGSX (17.17%). Across the lineup, JPMorgan Mutual funds show an average 1-year return of 17.87% and an average 5-year return of 7.32%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
JPGSX	JPMorgan U.S. GARP Equity Fund	17.17%	—	Feb 2003
JIGAX	JPMorgan U.S. GARP Equity Fund Class A	16.94%	—	Feb 2005
JLPSX	JPMorgan U.S. Large Cap Core Plus Fund	15.44%	—	Nov 2005
JDEUX	JPMorgan U.S. Research Enhanced Equity Fund	14.83%	—	Mar 2003
JDESX	JPMorgan U.S. Research Enhanced Equity Fund	14.72%	—	Sep 2001

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
JSRSX	JPMorgan SmartRetirement Income Fund	0.22%	—	May 2006
USMTX	JPMorgan Ultra-Short Municipal Fund	0.24%	—	May 2016
JSASX	JPMorgan SmartRetirement 2045 Fund	0.25%	—	Jul 2007
JTSSX	JPMorgan SmartRetirement 2050 Fund	0.25%	—	Jul 2007
JDEUX	JPMorgan U.S. Research Enhanced Equity Fund	0.25%	—	Mar 2003

Highest-Yield JPMorgan Mutual funds

The top JPMorgan Mutual funds is VSEAX (23.37%). Across the lineup, JPMorgan Mutual funds show an average dividend yield of 5.81%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
VSEAX	JPMorgan Small Cap Equity Fund	23.37%	—	Dec 1994
JMVYX	JPMorgan Mid Cap Value Fund Class R6	19.70%	—	Nov 1997
FLMVX	JPMorgan Mid Cap Value Fund	19.57%	—	Nov 1997
JGACX	JPMorgan Growth Advantage Fund	16.19%	—	May 2006
JPDVX	JPMorgan Diversified Fund	13.54%	—	Sep 1993

Top Mutual funds Issuers

Fidelity · 977 Mutual funds BlackRock · 360 Mutual funds Vanguard · 292 Mutual funds T. Rowe Price · 225 Mutual funds Franklin Templeton · 174 Mutual funds American Funds · 153 Mutual funds PIMCO · 123 Mutual funds Invesco · 122 Mutual funds MFS · 112 Mutual funds Nuveen · 107 Mutual funds John Hancock · 101 Mutual funds Dimensional · 100 Mutual funds Columbia · 99 Mutual funds Eaton Vance · 98 Mutual funds Voya · 98 Mutual funds American Century · 89 Mutual funds PGIM · 82 Mutual funds Victory · 79 Mutual funds Goldman Sachs · 78 Mutual funds Federated · 68 Mutual funds Hartford · 68 Mutual funds TIAA Investments · 66 Mutual funds Principal · 65 Mutual funds Charles Schwab · 63 Mutual funds Janus Henderson · 62 Mutual funds Virtus · 59 Mutual funds ProFunds · 58 Mutual funds SEI · 56 Mutual funds Putnam · 55 Mutual funds Allspring Global Investments · 54 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.