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JPIE
+0.14 · +0.31%
$46.39 · NYSE ARCA

J.P. Morgan Exchange-Traded Fund Trust (JPIE) ETF Analysis | Multisector Bond

JPMorgan · USA
AUM:$8.1B
#– of – in Multisector 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 7.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.41% — moderate cost. Consider how fees compound over long holding periods.

What is JPIE?

The fund seeks to achieve its objective by investing opportunistically among multiple debt markets and sectors that the fund"s adviser, J. (JPMIM or the adviser) believes have high potential to produce income and have low correlations to each other in order to manage risk.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
JPIE returned 7.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.41%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 3.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$8.1B
Expense Ratio0.41%
Dividend Yield5.65%
Holdings1
Inception DateOct 2021
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta0.22
CategoryMultisector 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
-0.7%
1Y
+2.2%
3Y
+19.5%
5Y
+15.5%
OpenBook InsightIf you had invested £10,000 in JPIE 5 years ago, it would have grown to £11,554 — a gain of £1,554.

Annual Returns

Calendar year performance

JPIE delivered positive returns in 4 of the last 5 calendar years.
YearJPIE
2026 YTD+0.4%
2025+7.3%
2024+6.8%
2023+6.9%
2022-6.1%
CAGR 4yr+3.6%
4/5 positive yearsAvg return: +3.1%Worst year: -6.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
1.9%
Low
Momentum
-0.2%
30-day change
Support Level
45.69
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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