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JPMorgan Mutual Funds

View all of JPMorgan’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

JPMorgan Funds List

Share Class Type

1 to 25 of 526 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
JPMorgan Core Bond R6JCBUXIntermediate Core Bond−0.92%190.340%Below AverageRetirement, Large$15.0 Mil
JPMorgan Growth Advantage AVHIAXLarge Growth14.95%321.040%AverageFront Load$1,000
JPMorgan Growth Advantage IJGASXLarge Growth15.17%310.790%Above AverageInstitutional$1.0 Mil
JPMorgan Growth Advantage R5JGVRXLarge Growth16.12%300.650%AverageRetirement, Large
JPMorgan Growth Advantage R6JGVVXLarge Growth15.15%300.550%Below AverageRetirement, Large$15.0 Mil
JPMorgan Hedged Equity AJHQAXOptions Trading6.64%370.830%LowFront Load$1,000
JPMorgan Hedged Equity IJHEQXOptions Trading7.35%380.580%LowInstitutional$1.0 Mil
JPMorgan Hedged Equity R5JHQPXOptions Trading6.81%350.430%AverageRetirement, Large
JPMorgan Hedged Equity R6JHQRXOptions Trading7.62%230.330%LowRetirement, Large$15.0 Mil
JPMorgan Investor Growth AONGAXAggressive Allocation9.10%240.970%Below AverageFront Load$500
JPMorgan Investor Growth IONIFXAggressive Allocation9.22%280.740%Below AverageInstitutional$1.0 Mil
JPMorgan Investor Growth R6JFTUXAggressive Allocation9.28%250.500%LowRetirement, Large$15.0 Mil
JPMorgan Large Cap Growth AOLGAXLarge Growth18.71%100.940%Below AverageFront Load$1,000
JPMorgan Large Cap Growth COLGCXLarge Growth17.36%141.440%LowLevel Load$1,000
JPMorgan Large Cap Growth ISEEGXLarge Growth18.82%120.690%AverageInstitutional$1.0 Mil
JPMorgan Large Cap Growth R2JLGZXLarge Growth17.47%131.190%AverageRetirement, Medium
JPMorgan Large Cap Growth R3JLGPXLarge Growth18.06%130.940%LowRetirement, Medium
JPMorgan Large Cap Growth R4JLGQXLarge Growth17.70%110.690%Above AverageRetirement, Large
JPMorgan Large Cap Growth R5JLGRXLarge Growth17.78%90.540%Below AverageRetirement, Large
JPMorgan Large Cap Growth R6JLGMXLarge Growth17.81%100.440%LowRetirement, Large$15.0 Mil
JPMorgan Mid Cap Growth R5JMGFXMid-Cap Growth6.50%370.790%AverageRetirement, Large
JPMorgan Mid Cap Growth R6JMGMXMid-Cap Growth7.62%360.700%Below AverageRetirement, Large$15.0 Mil
JPMorgan Mortgage-Backed Securities IOMBIXIntermediate Core Bond−0.89%160.400%Below AverageInstitutional$1.0 Mil
JPMorgan Mortgage-Backed Securities R6JMBUXIntermediate Core Bond−0.84%170.250%LowRetirement, Large$15.0 Mil
JPMorgan US Equity AJUEAXLarge Blend12.53%220.940%Below AverageFront Load$1,000

JPMorgan Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

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