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JCPI
+0.03 · +0.06%
$48.40 · BATS

JPMorgan Inflation Managed Bond ETF (JCPI) ETF Analysis | Inflation-Protected Bond

JPMorgan · USA
AUM:$792.9M
#– of – in Inflation-Protected 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 6.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.25% — competitive for the exposure provided.

What is JCPI?

Under normal circumstances, the fund will invest at least 80% of its "Assets" in bonds. "Assets" means net assets, plus the amount of borrowings for investment purposes.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
JCPI returned 6.3% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.25% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 1.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$792.9M
Expense Ratio0.25%
Dividend Yield3.91%
Holdings1
Inception DateMar 2010
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta0.60
CategoryInflation-Protected Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.7%
1Y
-1.0%
3Y
+14.2%
5Y
+10.0%
OpenBook InsightIf you had invested £10,000 in JCPI 5 years ago, it would have grown to £10,996 — a gain of £996.

Annual Returns

Calendar year performance

JCPI delivered positive returns in 3 of the last 5 calendar years.
YearJCPI
2026 YTD-1.1%
2025+7.5%
2024+4.9%
2023+4.5%
2022-5.5%
CAGR 4yr+2.7%
3/5 positive yearsAvg return: +2.1%Worst year: -5.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.4%
Low
Momentum
-0.9%
30-day change
Support Level
47.24
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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