JPMorgan Income ETF (JPIE)

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The chart shows the growth of an initial investment of $10,000 in JPMorgan Income ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

JPMorgan Income ETF (JPIE) has returned 0.41% so far this year and 5.76% over the past 12 months.

Based on dividend-adjusted daily data since Nov 2, 2021, JPIE's average daily return is +0.01%, while the average monthly return is +0.28%. At this rate, your investment would double in approximately 20.7 years.

Historically, 64% of months were positive and 36% were negative. The best month was Jul 2022 with a return of +3.0%, while the worst month was Sep 2022 at -3.5%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 6 months.

On a daily basis, JPIE closed higher 54% of trading days. The best single day was Nov 10, 2022 with a return of +1.4%, while the worst single day was Jun 13, 2022 at -1.6%.

JPMorgan Income ETF has an annualized alpha of 2.56%, beta of 0.09, and R² of 0.20 versus S&P 500 Index. Calculated based on daily prices since November 03, 2021.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (19.69%) than losses (18.82%) — typical of diversified or defensive assets.
• Beta of 0.09 may look defensive, but with R² of 0.20 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 0.20 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.

JPIE has an expense ratio of 0.41%, placing it in the medium range.

JPIE ranks 96 for risk / return — in the top 96% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for JPMorgan Income ETF (JPIE) and compare them to a chosen benchmark (S&P 500 Index).

JPMorgan Income ETF provided a 5.62% dividend yield over the last twelve months, with an annual payout of $2.59 per share.

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

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.

The table below displays the maximum drawdowns of the JPMorgan Income 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 Income ETF was 9.96%, occurring on Oct 20, 2022. Recovery took 293 trading sessions.

The current JPMorgan Income ETF drawdown is 0.63%.

The chart below shows the rolling one-month volatility.