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.

Issuer is JPMorgan

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
JCBCX	JPMorgan California Tax Free Bond Fund Class C	Municipal Bonds	Feb 19, 2005	1.05%	-0.48%	0.87%	2.40%	23
JCBUX	JPMorgan Core Bond Fund Class R6	Intermediate Core Bond	Feb 22, 2005	0.33%	0.15%	2.17%	4.20%	42
JCMAX	JPMorgan Mid Cap Equity Fund Class A	Mid Cap Blend Equities	Nov 2, 2009	1.14%	0.16%	10.78%	6.15%	20
JCPUX	JPMorgan Core Plus Bond Fund Class R6	Intermediate Core-Plus Bond	Feb 23, 2005	0.38%	0.26%	2.55%	5.04%	54
JDESX	JPMorgan U.S. Research Enhanced Equity Fund	Large Cap Blend Equities	Sep 10, 2001	0.35%	-4.46%	14.77%	5.58%	41
JDEUX	JPMorgan U.S. Research Enhanced Equity Fund	Large Cap Blend Equities	Mar 24, 2003	0.25%	-4.47%	14.89%	5.66%	42
JEGI.L	JPMorgan European Growth & Income plc	Europe Equities	Mar 15, 1929	0.66%	-3.01%	5.32%	3.72%	65
JEMDX	JPMorgan Emerging Markets Debt Fund	Emerging Markets Bonds	Apr 16, 1997	0.83%	-1.42%	3.10%	5.59%	85
JEMSX	JPMorgan Emerging Markets Equity Fund Class I	Emerging Markets Equities	—	0.99%	5.91%	9.55%	1.19%	92
JEMWX	JPMorgan Emerging Markets Equity Fund Class R6	Emerging Markets Equities	Dec 23, 2013	0.74%	5.97%	9.78%	1.34%	92
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	Aug 31, 2018	0.85%	-0.34%	—	7.30%	15
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income	Aug 31, 2018	0.63%	-0.29%	—	7.53%	16
JFEAX	JPMorgan Developed International Value Fund Class ...	Foreign Large Cap Equities	Sep 28, 2001	1.00%	6.26%	10.24%	2.60%	94
JFFSX	JPMorgan SmartRetirement 2055 Fund	Target Retirement Date	Jan 30, 2012	0.25%	-1.24%	10.66%	4.78%	50
JGACX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	May 1, 2006	1.54%	-7.87%	16.79%	18.70%	26
JGASX	JPMorgan Growth Advantage Fund Class A	Large Cap Growth Equities	May 1, 2006	0.74%	-7.72%	17.92%	12.76%	28
JGIAX	JPMorgan Income Fund Class A	Multisector Bonds	Jun 2, 2014	0.65%	-0.21%	4.07%	5.30%	93
JGVVX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	Dec 23, 2013	0.55%	-7.63%	18.18%	11.97%	30
JHEQX	JPMorgan Hedged Equity Fund Class I	Hedge Fund	Dec 13, 2013	0.58%	-4.77%	8.74%	0.64%	27
JHQAX	JPMorgan Hedged Equity Fund	Options Trading	Dec 13, 2013	0.83%	-4.82%	8.50%	0.38%	25

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 graphics...

Time Period