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JPIB
+0.26 · +0.54%
$48.99 · BATS

JPMorgan International Bond Opportunities ETF (JPIB) ETF Analysis | Global Bond-USD Hedged

JPMorgan · USA
AUM:$1.8B
#– of – in Global Bond-USD Hedged 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 7.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is JPIB?

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
JPIB returned 7.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 4.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.8B
Expense Ratio0.50%
Dividend Yield4.82%
Holdings1
Inception DateApr 2017
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta0.61
CategoryGlobal Bond-USD Hedged
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
-2.4%
1Y
+1.2%
3Y
+16.9%
5Y
+12.5%
OpenBook InsightIf you had invested £10,000 in JPIB 5 years ago, it would have grown to £11,254 — a gain of £1,254.

Annual Returns

Calendar year performance

JPIB delivered positive returns in 3 of the last 5 calendar years.
YearJPIB
2026 YTD-0.8%
2025+7.9%
2024+4.1%
2023+8.4%
2022-6.5%
CAGR 4yr+3.3%
3/5 positive yearsAvg return: +2.6%Worst year: -6.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
2.6%
Low
Momentum
-0.1%
30-day change
Support Level
47.81
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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