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JSCPJPMorgan Short Duration Core Plus ETF

Grow my moneyStay safe5y track recordRanked #23 of 357 in this goal

Seeks total return, consistent with preservation of capital.

By JPMorgan · Launched 2021

Annual Cost

0.33%

#1,492 of 5,854 · low cost

Fund Size

$1.6B

#864 of 5,854 · large

Return (1Y)Goal

+3.7%

Track Record

5 years

#2,266 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,316+3.2%

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

What it actually holds

By weight

Concentration

Top 10 holdings = 22.6% of fundwell diversified

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
98.2%
Cash
1.8%

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)
0.70Decent risk-adjusted returns
Sortino (3Y)
1.02Good downside protection

Bond profile

Duration

4.9 years

Avg maturity

9.9 years

Credit ratings

US Government
22.7%
AAA
49.9%
AA
11.0%
A
18.8%
BBB
9.9%
BB
4.7%
B
1.4%
Below B
0.2%
Other
4.0%

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

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Data updated on 2026-08-03