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

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
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As of May 08, 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
--
--
--
--
--
-6.13%
7.07%
1.18%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
-1.95%
6.79%
-6.09%
18.89%
4.65%
14.67%
-19.84%
13.31%
6.91%
13.09%
-8.04%
14.50%
19.59%
12.04%
-14.34%
16.74%
6.79%
--
--
--
--
--
--
--
1.21%
9.34%
-10.32%
33.62%
13.19%
9.35%
-27.06%
12.70%
5.76%
As of May 08, 2024.

Asset Allocation

As of May 07, 2024.
Type % Net % Long % Short
Cash 7.50% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 92.06% Upgrade Upgrade
Convertible 0.03% Upgrade Upgrade
Preferred 0.41% Upgrade Upgrade
Other 0.00% Upgrade 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

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