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JPMorgan Funds

  • Total AUM
  • $660 B
  • Established in
  • 1987
  • Number of funds
  • 688
  • AVG Manager Tenure
  • 10.6 years
  • Expense range
  • 0.0% - 6.1% AVG: 0.7%
  • % of no load funds
  • 74%

Net Assets

Min ($M USD)

Max ($M USD)

YTD

Min (%)

Max (%)

1 Year

Min (%)

Max (%)

3 Year

Min (%)

Max (%)

5 Year

Min (%)

Max (%)

10 Year

Min (%)

Max (%)

Expense Ratio

Max (%)

No load funds only

No 12-B1 fees

Dividend Yield

Min (%)

Max (%)

Standard Minimum Investment

Min ($ USD)

Max ($ USD)

IRA Minimum Investment

Min ($ USD)

Max ($ USD)

Select all

Deselect all

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Net Assets

Min ($M USD)

Max ($M USD)

YTD

Min (%)

Max (%)

1 Year

Min (%)

Max (%)

3 Year

Min (%)

Max (%)

5 Year

Min (%)

Max (%)

10 Year

Min (%)

Max (%)

Expense Ratio

Max (%)

No load funds only

No 12-B1 fees

Dividend Yield

Min (%)

Max (%)

Standard Minimum Investment

Min ($ USD)

Max ($ USD)

IRA Minimum Investment

Min ($ USD)

Max ($ USD)

Select all

Deselect all

Select all

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Overview

This is a list of all JPMorgan mutual funds with some key metrics, such as their net assets under management (in millions), YTD return, required minimum retirement (IRA) investment, required minimum standard (taxable) investment, dividend yield, and expense ratio.

Returns

This list includes historical return information for all JPMorgan mutual funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for all JPMorgan mutual funds.

Fees

This list includes all management costs and other fee information for all JPMorgan mutual funds.

Symbol Name Net Assets ($M USD) YTD IRA Min Standard Min Dividend Yield Exp. Ratio
/funds/ogvxx-jpmorgan-us-government-mmkt-capital/ /funds/ogvxx-jpmorgan-us-government-mmkt-capital/ $147,894.00 0.00% $50,000,000 $50,000,000 0.02% 0.21%
/funds/ogsxx-jpmorgan-us-government-mmkt-prem/ /funds/ogsxx-jpmorgan-us-government-mmkt-prem/ $147,894.00 0.00% $1,000,000 $1,000,000 0.01% 0.46%
/funds/mgmxx-jpmorgan-us-government-mmkt-im/ /funds/mgmxx-jpmorgan-us-government-mmkt-im/ $147,894.00 0.00% N/A $50,000,000 N/A 0.16%
/funds/mjgxx-jpmorgan-us-government-mmkt-morgan/ /funds/mjgxx-jpmorgan-us-government-mmkt-morgan/ $147,894.00 0.00% $1,000 $1,000 0.01% 0.61%
/funds/ogaxx-jpmorgan-us-government-mmkt-agency/ /funds/ogaxx-jpmorgan-us-government-mmkt-agency/ $147,894.00 0.00% $5,000,000 $5,000,000 0.01% 0.31%
/funds/sjgxx-jpmorgan-us-government-mmkt-service/ /funds/sjgxx-jpmorgan-us-government-mmkt-service/ $147,894.00 0.00% $10,000,000 $10,000,000 0.01% 1.05%
/funds/rjgxx-jpmorgan-us-government-mmkt-reserve/ /funds/rjgxx-jpmorgan-us-government-mmkt-reserve/ $147,894.00 0.00% $10,000,000 $10,000,000 0.01% 0.71%
/funds/jjgxx-jpmorgan-us-government-mmkt-eagle/ /funds/jjgxx-jpmorgan-us-government-mmkt-eagle/ $140,957.70 0.00% $500 $1,000 0.01% 0.71%
/funds/jgmxx-jpmorgan-us-government-mmkt-investor/ /funds/jgmxx-jpmorgan-us-government-mmkt-investor/ $140,957.70 0.00% $1,000,000 $1,000,000 0.01% 0.50%
/funds/jusxx-jpmorgan-us-government-mmkt-e-trade/ /funds/jusxx-jpmorgan-us-government-mmkt-e-trade/ $140,957.70 0.00% N/A $0 N/A 1.06%
/funds/ijgxx-jpmorgan-us-government-mmkt-instl/ /funds/ijgxx-jpmorgan-us-government-mmkt-instl/ $140,957.70 0.00% $10,000,000 $10,000,000 0.02% 0.26%
/funds/aikxx-jpmorgan-us-government-mmkt-egle-prvwlth/ /funds/aikxx-jpmorgan-us-government-mmkt-egle-prvwlth/ $140,957.70 0.00% N/A $10,000,000 1.17% 1.11%
/funds/jgdxx-jpmorgan-us-government-mmkt-direct/ /funds/jgdxx-jpmorgan-us-government-mmkt-direct/ $140,097.32 0.00% $0 $0 N/A 0.31%
/funds/jtsxx-jpmorgan-100-us-tr-sec-mm-inst/ /funds/jtsxx-jpmorgan-100-us-tr-sec-mm-inst/ $54,696.80 0.00% $10,000,000 $10,000,000 0.02% 0.26%
/funds/htsxx-jpmorgan-100-us-tr-sec-mm-morgan/ /funds/htsxx-jpmorgan-100-us-tr-sec-mm-morgan/ $54,696.80 0.00% $1,000 $1,000 0.01% 0.61%
/funds/cjtxx-jpmorgan-100-us-tr-sec-mm-capital/ /funds/cjtxx-jpmorgan-100-us-tr-sec-mm-capital/ $54,696.80 0.00% $50,000,000 $50,000,000 0.02% 0.21%
/funds/vhpxx-jpmorgan-100-us-tr-sec-mm-prem/ /funds/vhpxx-jpmorgan-100-us-tr-sec-mm-prem/ $51,526.07 0.00% $1,000,000 $1,000,000 0.01% 0.46%
/funds/vpixx-jpmorgan-100-us-tr-sec-mm-agency/ /funds/vpixx-jpmorgan-100-us-tr-sec-mm-agency/ $51,526.07 0.00% $5,000,000 $5,000,000 0.02% 0.31%
/funds/rjtxx-jpmorgan-100-us-tr-sec-mm-reserve/ /funds/rjtxx-jpmorgan-100-us-tr-sec-mm-reserve/ $51,526.07 0.00% $10,000,000 $10,000,000 0.01% 0.71%
/funds/jxcxx-jp-morgan-prime-money-market-c/ /funds/jxcxx-jp-morgan-prime-money-market-c/ $46,658.34 0.00% $1,000 $1,000 0.01% 2.80%
Symbol Name YTD 1 Year 3 Years 5 Years 10 Years Inception Date
Symbol Name Stocks Bonds Convertible Bonds Preferred Stocks Cash
Symbol Name Exp. Ratio Mgmt. Fee 12b-1 Admin Fee Front Load Def. Load Max Redemp. Fee Turnover

JPMorgan is a company that sells mutual funds with $659,526M in assets under management. The average expense ratio from all mutual funds is 0.73%. 73.98% of all the mutual funds are no load funds. The oldest fund launched was in 1987; JPMorgan Liquid Assets Money Market Inv (HLPXX). The average manager tenure for all managers at JPMorgan is 10.6 years. The company offers investors 688 mutual funds, in terms of the number of individual fund symbols.


In addition to mutual funds, the company also issues exchange-traded funds (ETFs), provides target-date strategies, 529 plans and more. JPMorgan has its headquarters in New York City, New York. The company’s history dates back as far as 1799 when the Manhattan Company, the firm’s earliest predecessor institution, was chartered.

Headquarters

New York City, New York