JPIE – JPMorgan Income ETF – ETF Investment Strategy | Morningstar

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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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JPIE	JPMorgan Income ETF	ETF	Open			Oct 28, 2021	$10.85B	0.390%	—	—	$5.50B

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