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JPLD
+0.19 · +0.37%
$52.46 · BATS

J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) ETF Analysis | Short-Term Bond

JPMorgan · USA
AUM:$3.6B
#– of – in Short-Term 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 5.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.24% — competitive for the exposure provided.

What is JPLD?

The fund mainly invests in mortgage-backed securities, asset-backed securities, mortgage-related securities, adjustable rate mortgages, money market instruments, and structured investments. Under normal circumstances, the fund will invest at least 80% of its assets in bonds.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
JPLD returned 5.7% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.24% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 4.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$3.6B
Expense Ratio0.24%
Dividend Yield4.23%
Holdings1
Inception DateFeb 1993
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta0.24
CategoryShort-Term 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
-0.8%
1Y
+2.1%
3Y
+16.7%
5Y
+17.0%
OpenBook InsightIf you had invested £10,000 in JPLD 5 years ago, it would have grown to £11,697 — a gain of £1,697.

Annual Returns

Calendar year performance

JPLD delivered positive returns in 4 of the last 4 calendar years.
YearJPLD
2026 YTD+0.4%
2025+6.0%
2024+6.6%
2023+3.2%
CAGR 3yr+5.3%
4/4 positive yearsAvg return: +4.1%Worst year: +0.4% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
0%
Negative
Volatility
1.6%
Low
Momentum
0.0%
30-day change
Support Level
51.89
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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