- ISIN
- US46654Q7732
- CUSIP
- 46654Q773
- Issuer
- JPMorgan
- Inception Date
- Feb 2, 1993
- Region
- North America (U.S.)
- Category
- Short-Term Bond
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Bond
- Assets Under Management
- $4B
Highlights
- Avg. Volume (1M)
- 411K
- Avg. Volume Value (1M)
- $21.36M
Share Price Chart
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Performance
JPLD Performance Chart
JPMorgan Limited Duration Bond ETF (JPLD) is up 1.6% since the beginning of the year. JPLD is currently trading at $52 per share.
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Returns By Period
JPMorgan Limited Duration Bond ETF (JPLD) has returned 1.57% so far this year and 3.80% over the past 12 months.
JPMorgan Limited Duration Bond ETF
- 1D
- 0.04%
- 1M
- 0.15%
- 6M
- 0.97%
- YTD
- 1.57%
- 1Y
- 3.80%
- 3Y*
- 5.75%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 5.75%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
JPLD Monthly Returns History
Based on dividend-adjusted daily data since Jul 31, 2023, JPLD's average daily return is +0.02%, while the average monthly return is +0.46%. At this rate, an investment would double in approximately 12.6 years.
Historically, 86% of months were positive and 14% were negative. The best month was Dec 2023 with a return of +1.4%, while the worst month was Mar 2026 at -0.7%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 1 months.
On a daily basis, JPLD closed higher 55% of trading days. The best single day was May 9, 2024 with a return of +0.5%, while the worst single day was Apr 10, 2025 at -0.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.59% | 0.53% | -0.74% | 0.60% | 0.18% | 0.28% | 0.12% | 1.57% | |||||
| 2025 | 0.49% | 0.94% | 0.21% | 0.38% | 0.35% | 0.81% | 0.19% | 0.88% | 0.42% | 0.42% | 0.37% | 0.39% | 6.01% |
| 2024 | 0.72% | 0.06% | 0.65% | -0.13% | 1.07% | 0.71% | 1.28% | 0.82% | 0.88% | -0.46% | 0.56% | 0.16% | 6.49% |
| 2023 | -0.08% | 0.38% | -0.09% | 0.38% | 1.13% | 1.39% | 3.15% |
Benchmark Metrics
JPMorgan Limited Duration Bond ETF has an annualized alpha of 5.65%, beta of 0.01, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since July 31, 2023.
- This ETF captured 14.78% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -8.44%) - a profile typical of hedging or uncorrelated assets.
- Beta of 0.01 may look defensive, but with R2 of 0.00 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 0.00 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
- 5.65%
- Beta
- 0.01
- R²
- 0.00
- Upside Capture
- 14.78%
- Downside Capture
- -8.44%
Expense Ratio
JPLD has an expense ratio of 0.24%, which is considered low.
Return for Risk
Risk / Return Rank
JPLD ranks 94 for risk / return — above 94% of ETFs peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for JPMorgan Limited Duration Bond ETF (JPLD) 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.
| JPLD | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.36 | ||
| Sortino ratioReturn per unit of downside risk | +2.28 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 1.25 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 4.12 | 2.00 | +2.11 |
| Martin ratioReturn relative to average drawdown | 18.72 | 8.49 | +10.23 |
Dividends
Dividend History
JPMorgan Limited Duration Bond ETF provided a 3.91% dividend yield over the last twelve months, with an annual payout of $2.03 per share.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $2.03 | $2.22 | $2.30 | $0.93 |
Dividend yield | 3.91% | 4.24% | 4.47% | 1.83% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Limited Duration 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.18 | $0.17 | $0.18 | $0.19 | $0.18 | $0.18 | $1.08 | |||||
| 2025 | $0.00 | $0.19 | $0.18 | $0.19 | $0.19 | $0.19 | $0.15 | $0.19 | $0.19 | $0.19 | $0.19 | $0.38 | $2.22 |
| 2024 | $0.00 | $0.19 | $0.19 | $0.19 | $0.19 | $0.19 | $0.19 | $0.19 | $0.19 | $0.19 | $0.19 | $0.38 | $2.30 |
| 2023 | $0.18 | $0.18 | $0.18 | $0.38 | $0.93 |
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 Limited Duration 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 Limited Duration Bond ETF was 1.17%, occurring on Apr 10, 2025. Recovery took 13 trading sessions.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-1.17%Apr 2025 | 3d | 20d | 23dApr 2025 - Apr 2025 | 2025 selloff2025 |
-1.00%Mar 2026 | 24d | 2mo 4d | 2mo 28dMar 2026 - May 2026 | — |
-0.71%Nov 2024 | 1mo 7d | 23d | 2moSep 2024 - Nov 2024 | — |
-0.58%Oct 2023 | 23d | 8d | 1mo 1dSep 2023 - Oct 2023 | — |
-0.55%Aug 2023 | 11d | 8d | 19dAug 2023 - Aug 2023 | — |
Drawdown Indicators
| JPLD | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.17% | -56.78% | +55.61% |
Max Drawdown (1Y)Largest decline over 1 year | -1.00% | -9.10% | +8.10% |
Max Drawdown (3Y)Largest decline over 3 years | -1.17% | -18.90% | +17.73% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.58% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -0.15% | -10.70% | +10.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 2.14% | -1.92% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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