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
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 Diversified Portfolio Mutual fundsJPMorgan Large Cap Blend Equities 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.
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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 | 90 | — | Dec 2013 | |
| 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 |
|---|---|---|---|---|
| JPMorgan U.S. GARP Equity Fund | 17.17% | — | Feb 2003 | |
| JPMorgan U.S. GARP Equity Fund Class A | 16.94% | — | Feb 2005 | |
| JPMorgan U.S. Large Cap Core Plus Fund | 15.44% | — | Nov 2005 | |
| JPMorgan U.S. Research Enhanced Equity Fund | 14.83% | — | Mar 2003 | |
| 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 |
|---|---|---|---|---|
| JPMorgan SmartRetirement Income Fund | 0.22% | — | May 2006 | |
| JPMorgan Ultra-Short Municipal Fund | 0.24% | — | May 2016 | |
| JPMorgan SmartRetirement 2045 Fund | 0.25% | — | Jul 2007 | |
| JPMorgan SmartRetirement 2050 Fund | 0.25% | — | Jul 2007 | |
| 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 |
|---|---|---|---|---|
| JPMorgan Small Cap Equity Fund | 23.37% | — | Dec 1994 | |
| JPMorgan Mid Cap Value Fund Class R6 | 19.70% | — | Nov 1997 | |
| JPMorgan Mid Cap Value Fund | 19.57% | — | Nov 1997 | |
| JPMorgan Growth Advantage Fund | 16.19% | — | May 2006 | |
| JPMorgan Diversified Fund | 13.54% | — | Sep 1993 |
Top Mutual funds Issuers
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
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