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JCPBJPMorgan Core Plus Bond ETF

Get income7y track recordRanked #193 of 1,706 in this goal

Seeks a high level of current income by investing primarily in a diversified portfolio of high-, medium- and low-grade debt securities.

By JPMorgan · Launched 2019

Annual Cost

0.37%

#1,868 of 6,040 · low cost

Fund Size

$14.6B

#207 of 6,040 · large

Return (1Y)

+0.3%

Track Record

7 years

#1,843 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,069+0.7%

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

Holdings

By weight

Concentration

Top 10 holdings = 17.9% of funddiversified

JPMorgan U.S. Government Money Market Fund
7.1%
United States of America
3.8%
United States of America
1.4%
FNMA/FHLMC
1.0%
United States of America
1.0%
United States of America
0.9%
United States of America
0.8%
United States of America
0.7%
United States of America
0.7%
United States of America
0.5%

Asset allocation

Bonds
91.8%
Cash
7.8%
Preferred
0.3%
Convertible
0.1%

Risk profile

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

Year-on-year price swings

Max drawdown
-16.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.26Below average
Sortino (3Y)
0.37Moderate downside risk

Bond profile

Duration

4.8 years

Avg maturity

9.4 years

Credit ratings

US Government
14.9%
AAA
45.1%
AA
6.3%
A
11.0%
BBB
14.2%
BB
10.3%
B
2.2%
Below B
0.2%
Other
10.6%

Listing

Exchange
Cboe BZX, NYSE Arca

Full fund details

Objective
Seeks a high level of current income by investing primarily in a diversified portfolio of high-, medium- and low-grade debt securities.
Strategy
Invests primarily in a diversified portfolio of high-, medium-, and low-grade debt securities, including corporate bonds, U.S. treasury obligations, and foreign and emerging markets bonds. Aims for a high level of current income while managing credit risk across the spectrum.
Inception date
January 28, 2019
Fund family
JPMorgan

Next steps

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Data updated on 2026-09-18