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JPIEJPMorgan Income ETF

Get income#253 of 1640 for Get income

Seeks to provide income with a secondary objective of capital appreciation.

JPMorgan · Since 2021 (4 years)

Annual Cost

0.39%

#1767 out of 5,332 ETFs

Fund Size

$8.4B

#272 out of 5,332 ETFs

Dividend Yield

5.65%

Track Record

4 years

#2596 out of 5,332 ETFs

Performance

1 Year

+6.2%

3 Years

+6.3%

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Bonds
94.1%
Cash
6.0%
Preferred
0.6%
Convertible
0.1%

Top holdings

JPMorgan Prime Money Market IMJIMXX2.7%

Risk profile

Volatility (1Y)

1.6%

Moderate

Max drawdown

-10.0%

Worst peak-to-trough loss

Sharpe (3Y)

0.94

Decent risk-adjusted returns

Sortino (3Y)

1.35

Good downside protection

Bond profile

Duration

5.8 years

Avg maturity

9.8 years

Credit ratings

US Government
4.1%
AAA
55.9%
AA
2.1%
A
3.5%
BBB
9.1%
BB
13.2%
B
4.6%
Below B
0.8%
Other
10.8%

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Data updated on 2026-05-05