JPMorgan Income ETF

JPIE

Market cap $4.88B

Overview Fund Activity

46.49 USD

-0.02

0.04%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

46.28

-0.21

0.45%

1 day

-0.04%

5 days

-0.04%

1 month

0.54%

3 months

1.18%

6 months

1.2%

Year to date

1.86%

1 year

0.82%

5 years

-7.74%

10 years

-7.74%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

294% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 16

117% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 76

22% more capital invested

Capital invested by funds: $2.38B [Q1] → $2.91B (+$527M) [Q2]

14% more funds holding

Funds holding: 289 [Q1] → 330 (+41) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 37 [Q1] → 37 (+0) [Q2]

0.99% less ownership

Funds ownership: 73.46% [Q1] → 72.47% (-0.99%) [Q2]

See Fund Rankings

Financial journalist opinion

JPIE: Opportunistic Management Against Interest Rate Risk

JPIE stands out for its active, opportunistic management, led by an experienced JPMorgan team. This leads to high yield–level distributions combined with low volatility, making it in my opinion attractive for income-focused investors. Of course, risks are present: specific risk in the U.S. mortgage and real estate markets and credit risk in the high yield component of the portfolio.

JPIE: Opportunistic Management Against Interest Rate Risk

JPMorgan Expands Fixed Income Lead With Record High-Yield ETF Launch

JPMorgan, already the largest manager of actively managed fixed income ETFs, expanded its capabilities with a splash today. The JPMorgan Active High Yield ETF (JPHY) began trading today with the aid of a large external institutional client and $2 billion.

JPMorgan Expands Fixed Income Lead With Record High-Yield ETF Launch

JPIE: Checking-In On One Of Our Holdings

JPIE remains a core portfolio holding for its strong risk-adjusted returns, low duration, and active management amid uncertain rate environments. Year-to-date performance is solid, with shallow drawdowns during market volatility, reflecting the fund's conservative risk profile and high-quality asset mix. The ETF's focus on high-quality, low-duration assets and limited credit risk supports a stable 6%+ yield, making it an attractive carry vehicle.

JPIE: Checking-In On One Of Our Holdings

JPIE: Short Duration, 6% Yield, Low Risk--Meet Your New Favorite Bond ETF

The JPMorgan Active Income ETF (JPIE) offers a compelling 6%+ dividend yield, focusing on short-duration bonds and a diversified basket of credit and securitized assets. With an expense ratio of 0.41%, JPIE is cost-effective compared to many actively-managed bond mutual funds, and it pays dividends monthly. JPIE's strategy includes nearly 2,000 bonds, rotating between credit environments and sectors to capture opportunities and reduce downside risk, making it suitable for uncertain macro environments.

JPIE: Short Duration, 6% Yield, Low Risk--Meet Your New Favorite Bond ETF

3 Great ETFs for an IRA in 2025

JPMorgan Income ETF JPIE Daniel Sotiroff: ETFs have a big advantage over mutual funds: They're more tax efficient.

3 Great ETFs for an IRA in 2025

Undercovered ETFs: Parking Cash, CLOs, Bonds, Mexico +

The 'Undercovered' Dozen series highlights lesser-covered ETFs, offering insights from various authors on potential opportunities and trends in this space. The Janus Henderson AAA CLO ETF (JAAA) invests in AAA tranches of CLOs, providing lower risk through diversification and predictable outcomes, according to John Bowman. Stratos Capital Partners views the Vanguard Extended Duration Treasury ETF (EDV) as attractive for its high-yield and potential bond price appreciation as interest rates decline.

Undercovered ETFs: Parking Cash, CLOs, Bonds, Mexico +

JPIE: A Long-Term Income ETF

JPMorgan Income ETF is an actively managed Multi-Sector Income fund has a 5.90% 30 day SEC yield. 70% of JPIE's assets are securitized and 65% of are rated BBB or higher. The average duration is 2.3 years, resulting in lower volatility than most peers. With the S&P 500 P/E ratio hovering around 30 and the outlook for higher for longer interest rates, 2025 favors low-risk investment-grade bonds.

JPIE: A Long-Term Income ETF

End Of 2024 Trending Exchange-Traded Funds

I updated my universe of exchange-traded funds to track based on superior long-term performance. Nearly 450 ETFs are ranked based on short-term monthly returns, exponential moving average, and money flows into funds. With valuations and concentrations high, I select twenty trending ETFs Lipper Categories with less risk of correction in 2025 for further analysis.

End Of 2024 Trending Exchange-Traded Funds

JPIE: Is Still A Buy

JPMorgan Income ETF (JPIE) offers an attractive risk/reward proposition with high yield and low volatility, making it a compelling investment in the current market. The fund is heavily weighted in MBS bonds, with 27.8% in Agency MBS, 19.4% in CMBS, and 15.3% in Asset Backed Securities. JPIE maintains a high credit quality, with 40% of holdings rated AAA and only 26.3% below investment grade, focusing on high-grade securities.

JPIE: Is Still A Buy

4 Simple, High-Quality Bond ETFs

CGMS, CARY, BINC, and JPIE are diversified, actively managed bond ETFs with above-average yields and returns and below-average risk and volatility. CGMS offers the highest returns and volatility, while CARY provides the best risk-adjusted returns, making it my top choice. BINC has balanced sector exposures with solid returns, and JPIE boasts the highest-quality portfolio but the lowest returns.

4 Simple, High-Quality Bond ETFs

See News Rankings

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