JPMorgan Income ETF (JPIE)
45.23
+0.03
(+0.07%)
USD |
NYSEARCA |
May 09, 14:54
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.41% | 0.46% | 1.294B | 249748.4 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
6.00% | 216.0% | 874.99M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to provide income with a secondary objective of capital appreciation. The fund seeks to achieve its objective by investing opportunistically among multiple debt markets and sectors that the fund’s adviser, J.P. Morgan Investment Management Inc. (JPMIM or the adviser) believes have high potential to produce income and have low correlations to each other in order to manage risk. It has broad flexibility to invest in a wide variety of debt securities and instruments of any maturity. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | -- |
Fixed Income Style | -- |
Broad Asset Class | Taxable Bond |
Broad Category | Fixed Income |
Category Name | Multisector Bond |
Category Index | Bloomberg US Universal TR USD |
Global Category Name | US Fixed Income |
YCharts Categorization | US Fixed Income |
YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
Prospectus Objective | Multisector Bond |
Fund Owner Firm Name | JPMorgan |
Prospectus Benchmark Index | |
Bloomberg US Agg Bond TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^BBUSATR | 100.0% |
Manager Tenure | |
Andrew Headley | 2.51 yrs |
J. Andrew Norelli | 2.51 yrs |
Thomas Hauser | 2.51 yrs |
Performance Versus Category
As of May 08, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 08, 2024.
Basic Info
Investment Strategy | |
The investment seeks to provide income with a secondary objective of capital appreciation. The fund seeks to achieve its objective by investing opportunistically among multiple debt markets and sectors that the fund’s adviser, J.P. Morgan Investment Management Inc. (JPMIM or the adviser) believes have high potential to produce income and have low correlations to each other in order to manage risk. It has broad flexibility to invest in a wide variety of debt securities and instruments of any maturity. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | -- |
Fixed Income Style | -- |
Broad Asset Class | Taxable Bond |
Broad Category | Fixed Income |
Category Name | Multisector Bond |
Category Index | Bloomberg US Universal TR USD |
Global Category Name | US Fixed Income |
YCharts Categorization | US Fixed Income |
YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
Prospectus Objective | Multisector Bond |
Fund Owner Firm Name | JPMorgan |
Prospectus Benchmark Index | |
Bloomberg US Agg Bond TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^BBUSATR | 100.0% |
Manager Tenure | |
Andrew Headley | 2.51 yrs |
J. Andrew Norelli | 2.51 yrs |
Thomas Hauser | 2.51 yrs |