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JCPB
+0.34 · +0.71%
$47.51 · BATS

JPMorgan Core Plus Bond (JCPB) ETF Analysis | Intermediate Core-Plus Bond

JPMorgan · USA
AUM:$10.4B
#– of – in Intermediate Core-Plus Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.40% — moderate cost. Consider how fees compound over long holding periods.

What is JCPB?

As a matter of non-fundamental policy, the fund will ordinarily invest at least 80% of its assets in bonds. The fund's average weighted maturity will ordinarily range between five and twenty years.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
JCPB returned 7.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.40%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 4.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$10.4B
Expense Ratio0.40%
Dividend Yield4.90%
Holdings1
Inception DateJan 2019
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta0.99
CategoryIntermediate Core-Plus Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.2%
1Y
+1.0%
3Y
+14.8%
5Y
+2.4%
OpenBook InsightIf you had invested £10,000 in JCPB 5 years ago, it would have grown to £10,241 — a gain of £241.

Annual Returns

Calendar year performance

JCPB delivered positive returns in 3 of the last 5 calendar years.
YearJCPB
2026 YTD-1.1%
2025+8.0%
2024+3.4%
2023+6.6%
2022-12.4%
CAGR 4yr+1.0%
3/5 positive yearsAvg return: +0.9%Worst year: -12.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.8%
Low
Momentum
-0.5%
30-day change
Support Level
46.08
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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