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
JHQDX	JPMorgan Hedged Equity 2 Fund Class I	Options Trading	Feb 26, 2021	0.60%	-2.82%	—	0.51%	34
JHQTX	JPMorgan Hedged Equity 3 Fund	Options Trading	Feb 25, 2021	0.60%	-2.76%	—	0.51%	51
JIGAX	JPMorgan U.S. GARP Equity Fund Class A	Large Cap Growth Equities	Feb 22, 2005	0.84%	-7.68%	16.29%	8.23%	43
JIISX	JPMorgan U.S. Sustainable Leaders Fund	Large Cap Blend Equities	Feb 28, 2003	0.39%	-7.13%	12.94%	10.63%	22
JIJSX	JPMorgan SmartRetirement Blend Income Fund	Target Retirement Date	Jul 1, 2012	0.27%	-0.05%	6.67%	3.14%	74
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	Nov 30, 2010	0.44%	-7.59%	18.35%	11.95%	20
JLGQX	JPMorgan Large Cap Growth R4	Large Cap Growth Equities	Sep 12, 2016	0.69%	-7.65%	—	12.39%	19
JLGRX	JPMorgan Large Cap Growth Fund Class R5	Large Cap Growth Equities	—	0.54%	-7.62%	18.24%	12.02%	19
JLPSX	JPMorgan U.S. Large Cap Core Plus Fund	Large Cap Blend Equities	Nov 1, 2005	1.45%	-6.03%	15.34%	3.17%	29
JMGMX	JPMorgan Mid Cap Growth Fund Class R6	Mid Cap Growth Equities	Nov 1, 2011	0.65%	-4.72%	13.01%	9.49%	19
JMIEX	JPMorgan Emerging Markets Equity Fund	Emerging Markets Diversified	Nov 14, 1993	0.90%	5.94%	9.66%	1.29%	92
JMSIX	JPMorgan Income Fund	Multisector Bonds	Jun 1, 2014	0.40%	-0.06%	3.96%	5.51%	93
JMSSX	JPMorgan SmartRetirement Blend 2045 Fund	Target Retirement Date	Jul 1, 2012	0.32%	-0.29%	9.87%	2.28%	63
JMUEX	JPMorgan U.S. Equity Fund	Large Cap Blend Equities	Sep 17, 1993	0.57%	-6.90%	14.73%	6.31%	24
JMVYX	JPMorgan Mid Cap Value Fund Class R6	Mid Cap Value Equities	Nov 13, 1997	0.60%	2.45%	—	20.80%	18
JNBAX	JPMorgan Income Builder Fund Class A	Global Allocation	May 31, 2007	0.75%	0.20%	5.69%	5.15%	70
JNBSX	JPMorgan Income Builder Fund	Diversified Portfolio	May 30, 2007	0.60%	0.22%	5.87%	5.28%	73
JNEAX	JPMorgan SmartRetirement Blend 2050 Fund	Target Retirement Date	Jul 1, 2012	0.33%	-0.31%	10.17%	2.24%	63
JNEMX	JPMorgan International Equity Fund Class R6	Foreign Large Cap Equities	Dec 1, 2010	0.50%	2.91%	8.87%	6.52%	48
JNSSX	JPMorgan SmartRetirement 2025 Fund	Target Retirement Date	Jul 30, 2007	0.25%	-0.52%	7.82%	7.29%	64

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