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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.05% 0.08% 14.19M 2660.57
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.36% 55.00% -2.499M Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Bloomberg Short-Term U.S. Aggregate Bond Index. The index measures the performance of U.S. dollar denominated investment grade taxable bonds with remaining effective maturities between one and five years. The fund will invest at least 80% of its assets in securities included in the underlying index.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Limited Sensitivity
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Short-Term Bond
Category Index Bloomberg US Govt/Credit 1-3 Yr TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Growth and Income
Fund Owner Firm Name JPMorgan
Prospectus Benchmark Index
Bloomberg Short-Term US Aggregate TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Naveen Kumar 5.14 yrs
Supreet Khandate 0.80 yrs
Evan Olonoff 0.55 yrs
Jan Ho 0.55 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 17, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
4.93%
-1.29%
-5.83%
4.81%
0.25%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
-1.40%
--
0.80%
5.79%
4.70%
-0.91%
-6.37%
4.61%
0.56%
1.27%
1.25%
7.11%
5.37%
-0.56%
-5.63%
6.40%
0.94%
1.63%
1.80%
6.25%
4.41%
-0.77%
-5.65%
6.09%
0.83%
--
--
7.60%
6.30%
-1.42%
-7.26%
5.71%
0.20%
As of May 17, 2024.

Asset Allocation

As of May 16, 2024.
Type % Net % Long % Short
Cash 0.73% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 99.27% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Bloomberg Short-Term U.S. Aggregate Bond Index. The index measures the performance of U.S. dollar denominated investment grade taxable bonds with remaining effective maturities between one and five years. The fund will invest at least 80% of its assets in securities included in the underlying index.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Limited Sensitivity
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Short-Term Bond
Category Index Bloomberg US Govt/Credit 1-3 Yr TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Growth and Income
Fund Owner Firm Name JPMorgan
Prospectus Benchmark Index
Bloomberg Short-Term US Aggregate TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Naveen Kumar 5.14 yrs
Supreet Khandate 0.80 yrs
Evan Olonoff 0.55 yrs
Jan Ho 0.55 yrs

Top Portfolio Holders

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