Top 117 JPMorgan Funds

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JPMorgan Funds

  • Net Assets
  • $413 B
  • Oldest Fund Launched In
  • 1987
  • # of Funds | Share Classes
  • 21 | 51
  • AVG Manager Tenure
  • 12.3 years
  • Expense range
  • 0.2% to 1.9% AVG: 0.6%
  • % of no load funds
  • 84%

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Overview

This is a list of JPMorgan Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on JPMorgan Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for JPMorgan Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for JPMorgan Funds.

Dividend

This page includes relevant dividend information on JPMorgan Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for JPMorgan Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in JPMorgan Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for JPMorgan Funds.

Fund Name Share Class & Symbol Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
JPMorgan U.S. Government Money Market Fund Inst (OGVXX) Money Market $160,189.26 0.00% 53.59% 0.21% 10.39
JPMorgan 100% U.S. Treasury Securities Money Market Fund Other (HTSXX) Money Market $66,056.66 1.68% 12.31% 0.61% 14.78
JPMorgan Prime Money Market Fund D (VPMXX) Money Market $54,500.01 0.00% 28.78% 0.46% 17.77
JPMorgan Core Bond Fund Inst (WOBDX) U.S. Investment-Grade Bond $31,307.02 6.43% 34.68% 0.65% 4.21
JPMorgan Equity Income Fund Inst (HLIEX) U.S. Large-Cap Value Equity $30,100.35 16.13% 6.58% 0.74% 15.34
JPMorgan U.S. Treasury Plus Money Market Fund Other (HGOXX) Money Market $29,293.55 0.00% 99.13% 0.51% 16.55
JPMorgan Large Cap Growth Fund Inst (SEEGX) U.S. Large-Cap Growth Equity $17,278.28 23.39% 6.72% 0.84% 15.34
JPMorgan Mid Cap Value Fund Inst (FLMVX) U.S. Mid-Cap Value Equity $16,930.29 14.30% 15.83% 0.85% 22.06
JPMorgan U.S. Equity Fund Inst (JMUEX) U.S. Large-Cap Blend Equity $15,451.05 6.36% 75.19% 0.60% 18.92
JPMorgan Core Plus Bond Fund Inst (HLIPX) U.S. Investment-Grade Bond $14,238.33 6.39% 35.22% 0.66% 13.51
JPMorgan Income Builder Fund Inst (JNBSX) Diversified Portfolio $13,647.54 9.96% 29.57% 0.81% 12.51
JPMorgan Tax-Free Money Market Fund Other (VTMXX) Money Market $12,351.20 0.00% 86.14% 0.68% 10.39
JPMorgan Managed Income Fund Inst (JMGIX) Ultrashort Bond $12,292.90 3.12% 4.72% 0.35% 9.17
JPMorgan Strategic Income Opportunities Fund Inst (JSOSX) Nontraditional Bond $12,257.38 0.26% 74.55% 0.81% 11.15
JPMorgan Value Advantage Fund Inst (JVASX) U.S. Large-Cap Value Equity $11,716.05 10.84% 37.89% 0.99% 14.76
JPMorgan Liquid Assets Money Market Fund Inv (HLPXX) Money Market $9,532.56 0.00% 60.08% 0.54% 16.55
JPMorgan Growth Advantage Fund A (VHIAX) U.S. Large-Cap Growth Equity $9,261.70 20.01% 17.41% 1.25% 17.92
JPMorgan SmartRetirement® 2030 Fund Inst (JSMSX) Target Date $7,585.79 8.79% 46.87% 0.26% 13.55
JPMorgan Small Cap Equity Fund A (VSEAX) U.S. Small-Cap Blend Equity $7,095.99 8.72% 23.45% 1.25% 12.09
JPMorgan SmartRetirement® 2025 Fund Inst (JNSSX) Target Date $6,960.11 7.94% 51.58% 0.26% 12.34
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

JPMorgan is a company that sells mutual funds with $413,187M in assets under management. The average expense ratio from all JPMorgan mutual funds is 0.57%. 84.31% of these mutual funds are no load funds. The oldest fund was launched in 1987; JPMorgan Liquid Assets Money Market Inv (HLPXX). The average manager tenure for all managers at JPMorgan is 12.29 years. The company offers investors 21 mutual funds, in terms of unique funds, not share classes.


In addition to mutual funds, the company also issues exchange-traded funds (ETFs), provides target-date strategies, 529 plans and more. JPMorgan has its headquarters in New York City, New York. The company’s history dates back as far as 1799 when the Manhattan Company, the firm’s earliest predecessor institution, was chartered.

Headquarters

New York City, New York


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