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JFLXJPMorgan Flexible Debt ETF

Get income15y track recordRanked #364 of 1,650 in this goal

Seeks long-term total return.

By JPMorgan · Launched 2010

Annual Cost

0.45%

#2,233 of 5,853 · average

Fund Size

$1.4B

#949 of 5,853 · large

Dividend YieldGoal

4.46%

Track Record

15 years

#825 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,310+3.1%

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

What it actually holds

By weight

Concentration

Top 10 holdings = 21.2% of fundwell diversified

JPMorgan Prime Money Market Fund
7.8%
GNMA
3.3%
GNMA
2.9%
GNMA
2.5%
United Mexican States
1.2%
FNMA
0.9%
FNMA
0.7%
Republic of South Africa
0.7%
AerCap Ireland Capital DAC
0.6%
United Mexican States
0.6%

Asset allocation

Bonds
83.8%
Cash
12.0%
Convertible
3.5%
Preferred
0.6%
Stocks
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-2.4%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

5.4 years

Avg maturity

9.9 years

Credit ratings

US Government
8.6%
AAA
33.0%
AA
6.7%
A
13.3%
BBB
25.4%
BB
10.6%
B
3.6%
Below B
1.0%
Other
6.4%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term total return.
Strategy
Invests opportunistically in a wide variety of debt securities and instruments across U.S. and foreign markets, including emerging markets. The Fund is not constrained by a benchmark, allowing flexible asset allocation to achieve total return through current income and capital appreciation.
Inception date
December 1, 2010
Fund family
JPMorgan

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Data updated on 2026-08-02