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JSCPJPMorgan Short Duration Core Plus ETF

Grow my moneyStay safe5y track recordRanked #31 of 387 in this goal

Seeks total return, consistent with preservation of capital.

By JPMorgan · Launched 2021

Annual Cost

0.33%

#1,543 of 6,040 · low cost

Fund Size

$1.8B

#839 of 6,040 · large

Return (1Y)

+1.5%

Track Record

5 years

#2,279 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,163+1.6%

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

Focus

ESG

Holdings

By weight

Concentration

Top 10 holdings = 22.6% of funddiversified

JPMorgan Prime Money Market Fund
4.4%
United States of America
3.6%
United States of America
3.1%
United States of America
2.1%
United States of America
2.0%
United States of America
1.8%
United States of America
1.6%
United States of America
1.5%
United States of America
1.3%
FNMA
1.1%

Asset allocation

Bonds
95.8%
Cash
4.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.7%Low

Year-on-year price swings

Max drawdown
-8.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.56Decent risk-adjusted returns
Sortino (3Y)
0.81Moderate downside risk

Bond profile

Duration

5.0 years

Avg maturity

9.9 years

Credit ratings

US Government
20.7%
AAA
50.4%
AA
10.9%
A
19.2%
BBB
8.9%
BB
4.7%
B
1.4%
Below B
0.2%
Other
4.4%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return, consistent with preservation of capital.
Strategy
Uses a multi-sector strategy to create a diversified portfolio that generates total return while managing risk. Principally invests in traditional fixed income sectors, including investment grade corporate bonds, and has flexibility to allocate to below investment grade and foreign and emerging markets debt.
Inception date
March 1, 2021
Fund family
JPMorgan

Next steps

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Data updated on 2026-09-19