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JBNDJpmorgan Active Bond ETF

Get income2y track recordRanked #205 of 1,705 in this goal

Seeks total return from a portfolio of investment grade intermediate- and long-term bonds.

By JPMorgan · Launched 2023

Annual Cost

0.25%

#1,173 of 6,035 · low cost

Fund Size

$8.7B

#323 of 6,035 · large

Return (1Y)

-0.3%

Track Record

2 years

#3,164 of 6,035 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$9,954-0.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Index tracked

Bloomberg US Aggregate Index

Holdings

By weight

Concentration

Top 10 holdings = 16.1% of funddiversified

JPMorgan U.S. Government Money Market Fund
3.2%
United States of America
2.3%
United States of America
2.1%
United States of America
1.5%
United States of America
1.4%
United States of America
1.4%
United States of America
1.2%
United States of America
1.1%
FNMA/FHLMC
1.0%
United States of America
0.9%

Asset allocation

Bonds
96.8%
Cash
3.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.7%Low

Year-on-year price swings

Max drawdown
-4.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

4.4 years

Avg maturity

9.1 years

Credit ratings

US Government
30.8%
AAA
59.7%
AA
6.4%
A
13.3%
BBB
14.6%
Other
5.9%

Listing

Exchange
New York Stock Exchange

Full fund details

Objective
Seeks total return from a portfolio of investment grade intermediate- and long-term bonds.
Strategy
Seeks to outperform the Bloomberg US Aggregate Index over a market cycle by investing primarily in investment grade corporate bonds, U.S. Treasury obligations, and other government and agency securities. The Fund's bond holdings will generally have intermediate to long maturities and will be U.S. dollar-denominated.
Inception date
October 11, 2023
Fund family
JPMorgan

Next steps

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Data updated on 2026-09-17