JPMorgan Core Plus Bond ETF (JCPB)
JCPB is an actively managed ETF by JPMorgan Chase. JCPB launched on Jan 28, 2019 and has a 0.40% expense ratio.
ETF Info
| ISIN | US46641Q6706 |
|---|---|
| CUSIP | 46641Q670 |
| Issuer | JPMorgan Chase |
| Inception Date | Jan 28, 2019 |
| Region | Global (Broad) |
| Category | Total Bond Market, Actively Managed |
| Index Tracked | No Index (Active) |
| Asset Class | Bond |
Expense Ratio
The JPMorgan Core Plus Bond ETF has a high expense ratio of 0.40%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: JCPB vs. BND, JCPB vs. FBND, JCPB vs. JPST, JCPB vs. JMST, JCPB vs. VOO, JCPB vs. BBUS, JCPB vs. VWEHX, JCPB vs. IUSB
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan Core Plus Bond ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
JPMorgan Core Plus Bond ETF had a return of -2.62% year-to-date (YTD) and -0.31% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -2.62% | 6.33% |
| 1 month | -2.22% | -2.81% |
| 6 months | 6.29% | 21.13% |
| 1 year | -0.31% | 24.56% |
| 5 years (annualized) | 0.85% | 11.55% |
| 10 years (annualized) | N/A | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.10% | -1.26% | 1.07% | |||||||||
| 2023 | -2.59% | -1.52% | 4.66% | 3.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
JPMorgan Core Plus Bond ETF(JCPB)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Core Plus Bond ETF (JCPB) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JPMorgan Core Plus Bond ETF granted a 4.70% dividend yield in the last twelve months. The annual payout for that period amounted to $2.14 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $2.14 | $2.03 | $1.38 | $1.19 | $1.66 | $1.70 |
Dividend yield | 4.70% | 4.32% | 3.01% | 2.19% | 2.97% | 3.23% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Core Plus Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.20 | $0.19 | |||||||||
| 2023 | $0.00 | $0.17 | $0.14 | $0.16 | $0.17 | $0.17 | $0.17 | $0.17 | $0.17 | $0.18 | $0.16 | $0.36 |
| 2022 | $0.00 | $0.08 | $0.09 | $0.09 | $0.11 | $0.11 | $0.10 | $0.12 | $0.13 | $0.13 | $0.13 | $0.30 |
| 2021 | $0.00 | $0.07 | $0.09 | $0.08 | $0.09 | $0.09 | $0.10 | $0.10 | $0.10 | $0.09 | $0.09 | $0.29 |
| 2020 | $0.10 | $0.10 | $0.00 | $0.09 | $0.09 | $0.07 | $0.08 | $0.08 | $0.07 | $0.08 | $0.08 | $0.82 |
| 2019 | $0.13 | $0.12 | $0.13 | $0.13 | $0.14 | $0.12 | $0.12 | $0.12 | $0.13 | $0.12 | $0.45 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Core Plus Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan Core Plus Bond ETF was 16.67%, occurring on Oct 24, 2022. The portfolio has not yet recovered.
The current JPMorgan Core Plus Bond ETF drawdown is 9.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.67% | Sep 15, 2021 | 280 | Oct 24, 2022 | — | — | — |
| -6.03% | Mar 9, 2020 | 9 | Mar 19, 2020 | 66 | Jun 23, 2020 | 75 |
| -3.48% | Jan 4, 2021 | 52 | Mar 18, 2021 | 94 | Aug 2, 2021 | 146 |
| -2.12% | Sep 6, 2019 | 7 | Sep 16, 2019 | 13 | Oct 3, 2019 | 20 |
| -1.97% | Oct 8, 2019 | 24 | Nov 8, 2019 | 50 | Jan 23, 2020 | 74 |
Volatility
Volatility Chart
The current JPMorgan Core Plus Bond ETF volatility is 1.96%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.