J.P. Morgan Mutual Funds List
J.P. Morgan Asset Management offers a broad lineup of investment vehicles that spans nearly every asset class, market-capitalization range, and geographical region. The lion’s share of investors’ money is in the firm’s money market funds, followed by U.S. equity funds and taxable bond funds. The firm also has a notable presence in both actively managed and index funds; exchange-traded funds; and target date funds.
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Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating
|
Morningstar Analyst Rating
|
Total 1-Year Return (%)
|
Total 3-Year Return (%)
|
Total 5-Year Return (%)
|
|---|---|---|---|---|---|---|---|
| JPMorgan California Tax Free Bond A | JCBAX | Muni California Intermediate | −6.67 | −1.06 | 0.68 | ||
| JPMorgan California Tax Free Bond C | JCBCX | Muni California Intermediate | −7.11 | −1.57 | 0.18 | ||
| JPMorgan California Tax Free Bond I | JPICX | Muni California Intermediate | −6.54 | −0.95 | 0.78 | ||
| JPMorgan California Tax Free Bond R6 | JCBSX | Muni California Intermediate | −6.45 | −0.85 | — | ||
| JPMorgan Core Bond A | PGBOX | Intermediate Core Bond | −12.56 | −2.38 | 0.09 | ||
| JPMorgan Core Bond C | OBOCX | Intermediate Core Bond | −13.06 | −2.93 | −0.48 | ||
| JPMorgan Core Bond I | WOBDX | Intermediate Core Bond | −12.35 | −2.14 | 0.34 | ||
| JPMorgan Core Bond R2 | JCBZX | Intermediate Core Bond | −12.80 | −2.70 | −0.24 | ||
| JPMorgan Core Bond R3 | JCBPX | Intermediate Core Bond | −12.59 | −2.48 | 0.00 | ||
| JPMorgan Core Bond R4 | JCBQX | Intermediate Core Bond | −12.44 | −2.23 | 0.25 | ||
| JPMorgan Core Bond R5 | JCBRX | Intermediate Core Bond | −12.30 | −2.08 | 0.42 | ||
| JPMorgan Core Bond R6 | JCBUX | Intermediate Core Bond | −12.18 | −1.98 | 0.52 | ||
| JPMorgan Core Focus SMA | JCKUX | Intermediate Core Bond | — | −8.34 | −1.10 | — | |
| JPMorgan Core Plus Bond A | ONIAX | Intermediate Core-Plus Bond | −13.05 | −2.35 | 0.11 | ||
| JPMorgan Core Plus Bond C | OBDCX | Intermediate Core-Plus Bond | −13.64 | −2.97 | −0.54 | ||
| JPMorgan Core Plus Bond I | HLIPX | Intermediate Core-Plus Bond | −12.69 | −2.06 | 0.43 | ||
| JPMorgan Core Plus Bond R2 | JCPZX | Intermediate Core-Plus Bond | −13.39 | −2.73 | −0.29 | ||
| JPMorgan Core Plus Bond R3 | JCPPX | Intermediate Core-Plus Bond | −13.09 | −2.49 | −0.04 | ||
| JPMorgan Core Plus Bond R4 | JCPQX | Intermediate Core-Plus Bond | −12.97 | −2.24 | 0.22 | ||
| JPMorgan Core Plus Bond R5 | JCPYX | Intermediate Core-Plus Bond | −12.82 | −2.09 | 0.37 | ||
| JPMorgan Core Plus Bond R6 | JCPUX | Intermediate Core-Plus Bond | −12.73 | −2.03 | 0.47 | ||
| JPMorgan Corporate Bond A | CBRAX | Corporate Bond | −16.31 | −3.06 | 0.42 | ||
| JPMorgan Corporate Bond C | CBRCX | Corporate Bond | −16.67 | −3.52 | −0.08 | ||
| JPMorgan Corporate Bond I | CBFSX | Corporate Bond | −16.07 | −2.81 | 0.69 | ||
| JPMorgan Corporate Bond R6 | CBFVX | Corporate Bond | −15.98 | −2.72 | 0.77 | ||
| JPMorgan Diversified A | JDVAX | Allocation--50% to 70% Equity | −15.68 | 3.59 | 4.16 | ||
| JPMorgan Diversified C | JDVCX | Allocation--50% to 70% Equity | −16.15 | 3.07 | 3.64 | ||
| JPMorgan Diversified I | JDVSX | Allocation--50% to 70% Equity | −15.44 | 3.86 | 4.44 | ||
| JPMorgan Diversified L | JPDVX | Allocation--50% to 70% Equity | −15.37 | 3.94 | 4.54 | ||
| JPMorgan Diversified R6 | JDVZX | Allocation--50% to 70% Equity | −15.37 | 3.99 | 4.60 | ||
| JPMorgan Emerging Markets Debt A | JEDAX | Emerging Markets Bond | −18.82 | −6.26 | −2.52 | ||
| JPMorgan Emerging Markets Debt C | JEDCX | Emerging Markets Bond | −19.20 | −6.73 | −3.04 | ||
| JPMorgan Emerging Markets Debt I | JEMDX | Emerging Markets Bond | −18.59 | −6.01 | −2.30 | ||
| JPMorgan Emerging Markets Debt R5 | JEMRX | Emerging Markets Bond | −18.59 | −5.93 | −2.20 | ||
| JPMorgan Emerging Markets Debt R6 | JEMVX | Emerging Markets Bond | −18.44 | −5.85 | −2.10 | ||
| JPMorgan Emerging Markets Equity A | JFAMX | Diversified Emerging Mkts | −25.94 | −3.81 | −0.36 | ||
| JPMorgan Emerging Markets Equity C | JEMCX | Diversified Emerging Mkts | −26.31 | −4.28 | −0.86 | ||
| JPMorgan Emerging Markets Equity I | JEMSX | Diversified Emerging Mkts | −25.77 | −3.56 | −0.12 | ||
| JPMorgan Emerging Markets Equity L | JMIEX | Diversified Emerging Mkts | −25.68 | −3.46 | −0.01 | ||
| JPMorgan Emerging Markets Equity R2 | JHUJX | Diversified Emerging Mkts | −26.17 | −4.09 | −0.66 | ||
| JPMorgan Emerging Markets Equity R3 | JHURX | Diversified Emerging Mkts | −25.98 | −3.85 | −0.41 | ||
| JPMorgan Emerging Markets Equity R4 | JHUKX | Diversified Emerging Mkts | −25.79 | −3.60 | −0.17 | ||
| JPMorgan Emerging Markets Equity R5 | JEMOX | Diversified Emerging Mkts | −25.70 | −3.47 | −0.02 | ||
| JPMorgan Emerging Markets Equity R6 | JEMWX | Diversified Emerging Mkts | −25.61 | −3.37 | 0.08 | ||
| JPMorgan Emerging Mkts Rsrch Enh Eq I | EMREX | Diversified Emerging Mkts | −21.47 | −3.51 | — | ||
| JPMorgan Emerging Mkts Rsrch Enh Eq R6 | EMRSX | Diversified Emerging Mkts | −21.42 | −3.42 | — | ||
| JPMorgan Equity Focus A | JPFAX | Large Blend | −17.80 | 8.35 | 9.32 | ||
| JPMorgan Equity Focus C | JPFCX | Large Blend | −18.23 | 7.80 | 8.78 | ||
| JPMorgan Equity Focus I | JPFSX | Large Blend | −17.62 | 8.61 | 9.60 | ||
| JPMorgan Equity Focus R6 | JPFRX | Large Blend | −17.40 | 8.90 | — | ||
| JPMorgan Equity Income A | OIEIX | Large Value | −2.12 | 8.07 | 8.67 | ||
| JPMorgan Equity Income C | OINCX | Large Value | −2.61 | 7.55 | 8.14 | ||
| JPMorgan Equity Income I | HLIEX | Large Value | −1.89 | 8.35 | 8.95 | ||
| JPMorgan Equity Income R2 | OIEFX | Large Value | −2.38 | 7.80 | 8.39 | ||
| JPMorgan Equity Income R3 | OIEPX | Large Value | −2.12 | 8.08 | 8.68 | ||
| JPMorgan Equity Income R4 | OIEQX | Large Value | −1.89 | 8.36 | 8.95 | ||
| JPMorgan Equity Income R5 | OIERX | Large Value | −1.74 | 8.51 | 9.11 | ||
| JPMorgan Equity Income R6 | OIEJX | Large Value | −1.64 | 8.62 | 9.21 | ||
| JPMorgan Equity Index A | OGEAX | Large Blend | −18.50 | 7.19 | 8.94 | ||
| JPMorgan Equity Index C | OEICX | Large Blend | −18.98 | 6.55 | 8.29 | ||
| JPMorgan Equity Index I | HLEIX | Large Blend | −18.30 | 7.46 | 9.21 | ||
| JPMorgan Equity Index R6 | OGFAX | Large Blend | −18.17 | 7.63 | 9.38 | ||
| JPMorgan Equity Premium Income A | JEPAX | Derivative Income | — | −4.11 | 7.02 | — | |
| JPMorgan Equity Premium Income C | JEPCX | Derivative Income | — | −4.59 | 6.52 | — | |
| JPMorgan Equity Premium Income I | JEPIX | Derivative Income | — | −3.88 | 7.28 | — | |
| JPMorgan Equity Premium Income R5 | JEPSX | Derivative Income | — | −3.73 | 7.46 | — | |
| JPMorgan Equity Premium Income R6 | JEPRX | Derivative Income | — | −3.64 | 7.55 | — | |
| JPMorgan Europe Dynamic A | VEUAX | Europe Stock | −15.40 | 2.59 | 1.30 | ||
| JPMorgan Europe Dynamic C | VEUCX | Europe Stock | −15.82 | 2.07 | 0.79 | ||
| JPMorgan Europe Dynamic I | JFESX | Europe Stock | −15.18 | 2.85 | 1.55 | ||
| JPMorgan Europe Dynamic L | JFEIX | Europe Stock | −15.06 | 3.00 | 1.68 | ||
| JPMorgan Europe Dynamic R6 | VEUVX | Europe Stock | −14.96 | 3.11 | — | ||
| JPMorgan Floating Rate Income A | JPHAX | Bank Loan | −2.37 | 0.95 | 1.80 | ||
| JPMorgan Floating Rate Income C | JPHCX | Bank Loan | −2.99 | 0.40 | 1.27 | ||
| JPMorgan Floating Rate Income I | JPHSX | Bank Loan | −2.13 | 1.20 | 2.06 | ||
| JPMorgan Floating Rate Income R6 | JPHRX | Bank Loan | −2.04 | 1.28 | 2.15 | ||
| JPMorgan Global Allocation A | GAOAX | Global Allocation | −18.73 | 0.75 | 2.18 | ||
| JPMorgan Global Allocation C | GAOCX | Global Allocation | −19.16 | 0.24 | 1.67 | ||
| JPMorgan Global Allocation I | GAOSX | Global Allocation | −18.58 | 0.98 | 2.43 | ||
| JPMorgan Global Allocation R2 | GAONX | Global Allocation | −19.07 | 0.36 | 1.80 | ||
| JPMorgan Global Allocation R3 | GAOTX | Global Allocation | −18.87 | 0.62 | — | ||
| JPMorgan Global Allocation R4 | GAOFX | Global Allocation | −18.66 | 0.86 | — | ||
| JPMorgan Global Allocation R5 | GAORX | Global Allocation | −18.54 | 1.02 | — | ||
| JPMorgan Global Allocation R6 | GAOZX | Global Allocation | −18.44 | 1.12 | 2.56 | ||
| JPMorgan Global Bond Opportunities A | GBOAX | Multisector Bond | −6.29 | 0.62 | 1.92 | ||
| JPMorgan Global Bond Opportunities C | GBOCX | Multisector Bond | −6.69 | 0.22 | 1.50 | ||
| JPMorgan Global Bond Opportunities I | GBOSX | Multisector Bond | −6.04 | 0.87 | 2.17 | ||
| JPMorgan Global Bond Opportunities R6 | GBONX | Multisector Bond | −5.89 | 1.02 | 2.33 | ||
| JPMorgan Government Bond A | OGGAX | Intermediate Government | −12.07 | −2.90 | −0.44 | ||
| JPMorgan Government Bond C | OGVCX | Intermediate Government | −12.56 | −3.50 | −1.02 | ||
| JPMorgan Government Bond I | HLGAX | Intermediate Government | −11.85 | −2.65 | −0.17 | ||
| JPMorgan Government Bond R2 | JGBZX | Intermediate Government | −12.39 | −3.25 | −0.78 | ||
| JPMorgan Government Bond R3 | OGGPX | Intermediate Government | −12.17 | −3.00 | −0.53 | ||
| JPMorgan Government Bond R4 | OGGQX | Intermediate Government | −11.87 | −2.76 | −0.28 | ||
| JPMorgan Government Bond R6 | OGGYX | Intermediate Government | −11.73 | −2.52 | −0.04 | ||
| JPMorgan Growth Advantage A | VHIAX | Large Growth | −30.24 | 9.23 | 11.73 | ||
| JPMorgan Growth Advantage C | JGACX | Large Growth | −30.58 | 8.69 | 11.17 | ||
| JPMorgan Growth Advantage I | JGASX | Large Growth | −30.05 | 9.50 | 12.00 | ||
| JPMorgan Growth Advantage R2 | JGRJX | Large Growth | −30.41 | 8.96 | 11.44 | ||
| JPMorgan Growth Advantage R3 | JGTTX | Large Growth | −30.26 | 9.22 | 11.72 |