Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.48% 90.21B -- --
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
1.300B 4.00% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide maximum current income consistent with the preservation of capital and maintenance of liquidity. The Fund invests in high quality, short-term money market instruments which are issued and payable in U.S. dollars. The Fund seeks to maintain a net asset value of $1.00 per share.
General
Security Type Money Market Fund
Broad Asset Class Money Market
Broad Category Capital Preservation
Global Peer Group Money Market USD
Peer Group Instl Money Market Funds
Global Macro Money Market HC
US Macro Taxable Money Market Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Instl Money Market Funds
Fund Owner Firm Name J.P. Morgan Asset Management
Broad Asset Class Benchmark Index
^BBUTB13MTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 76
-4.528B Peer Group Low
237.61M Peer Group High
1 Year
% Rank: 23
1.300B
-815.41M Peer Group Low
4.834B Peer Group High
3 Months
% Rank: 89
-8.046B Peer Group Low
402.60M Peer Group High
3 Years
% Rank: 12
-10.79B Peer Group Low
24.98B Peer Group High
6 Months
% Rank: 12
-2.098B Peer Group Low
8.478B Peer Group High
5 Years
% Rank: 12
-20.46B Peer Group Low
19.68B Peer Group High
YTD
% Rank: 14
-575.46M Peer Group Low
7.225B Peer Group High
10 Years
% Rank: 87
-32.08B Peer Group Low
32.22B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
1.62%
1.99%
0.44%
-0.00%
1.42%
4.95%
5.00%
3.67%
1.82%
2.21%
0.54%
0.04%
1.52%
5.14%
5.32%
4.00%
1.45%
1.75%
0.29%
0.01%
1.28%
4.67%
4.76%
3.50%
--
--
--
--
--
--
5.28%
3.99%
0.99%
1.30%
0.15%
0.01%
1.00%
4.24%
4.32%
3.07%
1.47%
1.78%
0.37%
0.00%
1.26%
4.82%
4.98%
3.70%
As of December 05, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-4-25) 3.96%
30-Day SEC Yield --
7-Day SEC Yield (10-31-25) 3.83%
Number of Holdings 410
Bond
Yield to Maturity (9-30-25) --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings 23
As of September 30, 2025

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 97.88%
Stock 0.00%
Bond 2.87%
Convertible 0.00%
Preferred 0.00%
Other -0.75%
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Top 10 Holdings

Name % Weight Price % Change
Fixed Income Clearing Corp Repo
10.67% -- --
Citigroup Global Markets Inc Repo
3.65% -- --
Cash and Cash Equivalents
3.11% -- --
Societe Generale SA Repo
2.83% -- --
BNP Paribas SA Repo
2.80% -- --
TD Securities USA LLC REPO
2.42% -- --
Credit Agricole Corporate and Investment Bank SA Repo
2.27% -- --
Natixis Securities Americas LLC Repo
2.25% -- --
Skandinaviska Enskilda Banken AB Time/Term Deposit
2.05% -- --
Wells Fargo Securities LLC Repo
1.63% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.08%
Administration Fee 739.4K%
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1000.00 None
Minimum Subsequent Investment 50.00 None

Basic Info

Investment Strategy
The Fund seeks to provide maximum current income consistent with the preservation of capital and maintenance of liquidity. The Fund invests in high quality, short-term money market instruments which are issued and payable in U.S. dollars. The Fund seeks to maintain a net asset value of $1.00 per share.
General
Security Type Money Market Fund
Broad Asset Class Money Market
Broad Category Capital Preservation
Global Peer Group Money Market USD
Peer Group Instl Money Market Funds
Global Macro Money Market HC
US Macro Taxable Money Market Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Instl Money Market Funds
Fund Owner Firm Name J.P. Morgan Asset Management
Broad Asset Class Benchmark Index
^BBUTB13MTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-4-25) 3.96%
30-Day SEC Yield --
7-Day SEC Yield (10-31-25) 3.83%
Number of Holdings 410
Bond
Yield to Maturity (9-30-25) --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings 23
As of September 30, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 2/28/2025
Last Prospectus Date 7/1/2025
Share Classes
CJPXX Other
EJPXX Other
JIMXX Other
JINXX Inst
JPAXX Other
JRVXX Other
VMIXX Other
VPMXX Premier
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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