Morningstar

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

Lower-cost funds have a leg up on their peers. Less of the potential return is eaten away by fees and expenses. Here we show Below Average and Low Fee Level options.

Share Class Type

1 to 25 of 329 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 Bond4.28%120.340%Below AverageRetirement, Large$15.0 Mil
JPMorgan Growth Advantage R6JGVVXLarge Growth24.58%330.550%Below AverageRetirement, Large$15.0 Mil
JPMorgan Hedged Equity AJHQAXOptions Trading16.15%130.830%LowFront Load$1,000
JPMorgan Hedged Equity IJHEQXOptions Trading16.38%100.580%LowInstitutional$1.0 Mil
JPMorgan Hedged Equity R5JHQPXOptions Trading16.55%80.430%Below AverageRetirement, Large$0
JPMorgan Hedged Equity R6JHQRXOptions Trading16.63%70.330%LowRetirement, Large$15.0 Mil
JPMorgan Investor Growth AONGAXAggressive Allocation16.02%270.970%Below AverageFront Load$500
JPMorgan Investor Growth IONIFXAggressive Allocation16.22%230.740%Below AverageInstitutional$1.0 Mil
JPMorgan Investor Growth R6JFTUXAggressive Allocation16.48%180.500%LowRetirement, Large$15.0 Mil
JPMorgan Large Cap Growth AOLGAXLarge Growth27.02%170.940%Below AverageFront Load$1,000
JPMorgan Large Cap Growth COLGCXLarge Growth26.52%201.440%LowLevel Load$1,000
JPMorgan Large Cap Growth R3JLGPXLarge Growth26.99%180.940%LowRetirement, Medium$0
JPMorgan Large Cap Growth R5JLGRXLarge Growth27.41%160.540%Below AverageRetirement, Large$0
JPMorgan Large Cap Growth R6JLGMXLarge Growth27.49%150.440%LowRetirement, Large$15.0 Mil
JPMorgan Mortgage-Backed Securities IOMBIXIntermediate Core Bond4.49%70.400%Below AverageInstitutional$1.0 Mil
JPMorgan Mortgage-Backed Securities R6JMBUXIntermediate Core Bond4.60%60.250%LowRetirement, Large$15.0 Mil
JPMorgan U.S. GARP Equity R5JGIRXLarge Growth27.06%170.440%LowRetirement, Large$0
JPMorgan U.S. GARP Equity R6JGISXLarge Growth27.17%160.340%LowRetirement, Large$15.0 Mil
JPMorgan US Equity AJUEAXLarge Blend22.08%210.940%Below AverageFront Load$1,000
JPMorgan US Equity R3JUEPXLarge Blend22.10%200.940%LowRetirement, Medium$0
JPMorgan US Equity R5JUSRXLarge Blend22.45%180.540%Below AverageRetirement, Large$0
JPMorgan US Equity R6JUEMXLarge Blend22.52%170.440%LowRetirement, Large$15.0 Mil
JPMorgan US Large Cap Core Plus AJLCAXLarge Blend26.15%40.950%Below AverageFront Load$1,000
JPMorgan US Large Cap Core Plus CJLPCXLarge Blend25.78%41.450%Below AverageLevel Load$1,000
JPMorgan US Research Enhanced Equity IJDESXLarge Blend22.40%180.350%LowInstitutional$1.0 Mil

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.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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