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JPIE Jpmorgan Income ETF

Over the last 5 years (2021-112026-09), $10,000 invested in JPIE with dividends reinvested grew to $11,7173.27% a year — with a worst peak-to-trough fall of -9.49%. Past performance doesn't predict future results.

Growth of $10,000 · 2021-112026-09 · dividends reinvested

CAGR (annualized return)
3.27%
Volatility (annualized)
4.20%
Worst drawdown
-9.49%
Sharpe ratio
0.39

About JPIE

JPMorgan Income ETF is an actively managed fixed income ETF from J.P. Morgan Asset Management that seeks to provide income with a secondary objective of capital appreciation. The fund invests opportunistically across a broad range of debt markets and sectors, including U.S. and foreign-issued bonds, with flexibility to hold investment-grade, high-yield, and unrated securities. Its portfolio is designed to balance income generation and risk management by focusing on securities that may offer attractive risk-adjusted returns and low correlation to one another. JPMorgan Income ETF also uses a diversified approach across maturities and credit qualities, and it may employ derivatives for hedging. The fund is used by investors seeking monthly distributions and broad exposure to multisector bond markets through a single portfolio.

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.