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ISIN
US46641Q6474
CUSIP
46641Q647
Issuer
JPMorgan
Inception Date
Oct 29, 2018
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$8B

Share Price Chart


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Performance

JMUB Performance Chart

JPMorgan Municipal ETF (JMUB) is up 1.5% since the beginning of the year. JMUB is currently trading at $50 per share. Investors who bought $1,000 worth of JMUB shares 5 years ago would now be looking at an investment worth $1,065.


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S&P 500 Index

Returns By Period

JPMorgan Municipal ETF (JMUB) has returned 1.48% so far this year and 5.72% over the past 12 months.


JPMorgan Municipal ETF

1D
0.02%
1M
1.28%
YTD
1.48%
6M
1.70%
1Y
5.72%
3Y*
3.69%
5Y*
1.27%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JMUB Monthly Returns History

Based on dividend-adjusted daily data since Oct 31, 2018, JMUB's average daily return is +0.01%, while the average monthly return is +0.26%. At this rate, an investment would double in approximately 22.2 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2023 with a return of +5.5%, while the worst month was Mar 2020 at -4.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, JMUB closed higher 55% of trading days. The best single day was Mar 25, 2020 with a return of +3.8%, while the worst single day was Mar 19, 2020 at -3.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.67%1.19%-2.26%1.16%0.41%0.34%1.48%
20250.48%1.03%-1.26%-0.29%-0.22%0.68%-0.34%0.84%2.08%0.90%0.34%0.05%4.34%
20240.15%-0.11%0.09%-0.88%0.02%1.03%1.26%0.32%1.07%-1.19%1.20%-1.05%1.88%
20232.62%-2.06%1.91%0.10%-0.76%0.68%0.27%-1.13%-2.07%-1.18%5.54%2.18%5.96%
2022-2.80%-0.44%-2.82%-2.73%1.43%-1.22%2.42%-1.89%-2.95%-1.13%4.55%0.19%-7.43%
20210.61%-1.73%0.47%1.00%0.38%0.35%0.98%-0.41%-0.70%-0.30%0.68%0.28%1.58%

Benchmark Metrics

JPMorgan Municipal ETF has an annualized alpha of 2.46%, beta of 0.04, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since October 31, 2018.

  • This ETF participated in 17.04% of S&P 500 Index downside but only 14.33% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.04 may look defensive, but with R2 of 0.04 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.04 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
2.46%
Beta
0.04
0.04
Upside Capture
14.33%
Downside Capture
17.04%

Expense Ratio

JMUB has an expense ratio of 0.18%, which is considered low.


Return for Risk

Risk / Return Rank

JMUB ranks 68 for risk / return — better than 68% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


JMUB Risk / Return Rank: 6868
Overall Rank
JMUB Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
JMUB Sortino Ratio Rank: 8181
Sortino Ratio Rank
JMUB Omega Ratio Rank: 8888
Omega Ratio Rank
JMUB Calmar Ratio Rank: 4747
Calmar Ratio Rank
JMUB Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for JPMorgan Municipal ETF (JMUB) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JMUBBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.37

Sortino ratioReturn per unit of downside risk

+0.69

Omega ratioGain probability vs. loss probability

1.52

1.37

+0.16

Calmar ratioReturn relative to maximum drawdown

2.25

2.78

-0.53

Martin ratioReturn relative to average drawdown

7.74

12.44

-4.70

Dividends

Dividend History

JPMorgan Municipal ETF provided a 3.59% dividend yield over the last twelve months, with an annual payout of $1.81 per share. The fund has been increasing its distributions for 4 consecutive years.


0.00%1.00%2.00%3.00%4.00%$0.00$0.50$1.00$1.50$2.0020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
Dividend$1.81$1.78$1.75$1.63$1.07$1.06$1.17$1.96$0.23

Dividend yield

3.59%3.52%3.50%3.20%2.16%1.94%2.13%3.66%0.45%

Monthly Dividends

The table displays the monthly dividend distributions for JPMorgan Municipal ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.14$0.15$0.15$0.16$0.15$0.75
2025$0.00$0.13$0.14$0.15$0.15$0.15$0.15$0.15$0.15$0.27$0.00$0.34$1.78
2024$0.00$0.14$0.15$0.14$0.15$0.15$0.15$0.14$0.15$0.15$0.14$0.28$1.75
2023$0.00$0.13$0.13$0.13$0.14$0.13$0.13$0.13$0.14$0.14$0.15$0.27$1.63
2022$0.00$0.07$0.08$0.06$0.08$0.08$0.07$0.08$0.11$0.10$0.13$0.22$1.07
2021$0.00$0.07$0.08$0.08$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.35$1.06

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the JPMorgan Municipal 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 Municipal ETF was 12.50%, occurring on Mar 23, 2020. Recovery took 96 trading sessions.

The current JPMorgan Municipal ETF drawdown is 0.38%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-12.50%Mar 2020
13d4mo 17d
5moMar 2020 - Aug 2020
Bear market2022
-12.06%Oct 2022
1y 2mo1y 10mo
3y 1moAug 2021 - Sep 2024
2025 selloff2025
-4.02%Apr 2025
1mo 9d4mo 27d
6mo 6dMar 2025 - Sep 2025
2026 pullback2026
-2.55%Mar 2026
22d
3mo 23dMar 2026 - now
2024 pullback2024
-2.18%Nov 2024
1mo 5d28d
2mo 3dOct 2024 - Dec 2024

Drawdown Indicators


JMUBBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-12.50%

-56.78%

+44.28%

Max Drawdown (1Y)

Largest decline over 1 year

-2.55%

-9.10%

+6.55%

Max Drawdown (3Y)

Largest decline over 3 years

-4.79%

-18.90%

+14.11%

Max Drawdown (5Y)

Largest decline over 5 years

-12.06%

-25.43%

+13.37%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.38%

-1.80%

+1.42%

Average Drawdown

Average peak-to-trough decline

-2.50%

-10.71%

+8.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.74%

2.03%

-1.29%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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