J.P. Morgan ETFs: record by period

Record

70 funds with a full year

J.P. Morgan’s 1-Year Record

62 of 70 Made Money8 lostJ.P. Morgan typical +9.8% · All ETFs +6.9%

Made money · 62

More than 30%0

20–30%11BestLVDS+27.9%

10–20%23

5–10%10

0–5%18

Lost money · 8

0–5%5

5–10%2

More than 10%1WorstJCHI−14.4%

J.P. Morgan ETFs · past-year returns · 70 funds with a full year · as of Nov 4, 2026

J.P. Morgan’s Returns by Bucket

BucketYTD1YMoney made

International15 funds · $78.6B+11.0%+14.8%$10.0B

Income9 funds · $104B+6.6%+8.6%$7.8B

US stocks19 funds · $48.2B+12.7%+13.4%$5.2B

Bonds & cash23 funds · $109B+1.2%+1.9%$2.0B

Unsorted6 funds · $4.8B+8.1%+9.1%$363M

Buffered2 funds · $4.9B+4.2%+5.7%$264M

Low-cost core1 fund · $824M+10.3%+10.7%$79.9M

Leveraged1 fund · $123M+8.8%+14.4%$15.4M

Thematic1 fund · $14.6M−11.4%−14.4%−$2.5M

Sectors3 funds · $5.5B+5.7%+0.1%−$24.6M

J.P. Morgan ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

J.P. Morgan’s Returns by Sector

$164Mmade by BBRE, JPMorgan BetaBuilders MSCI US REIT,
the most of J.P. Morgan’s 3 sector ETFs

SectorYTD1YMoney made

BBREJPMorgan BetaBuilders MSCI US REIT+14.9%+14.8%$164M

JDOCJPMorgan Healthcare Leaders+13.3%+20.6%$1.7M

JTEKJPMorgan U.S. Tech Leaders+2.9%−4.3%−$190M

J.P. Morgan sector ETFs · estimate: AUM × return · as of Nov 4, 2026

J.P. Morgan’s Best ETFs

YTD

+23.7%LVDS, JPMorgan Fundamental Data Science Large Value, led J.P. Morgan

1LVDSJPMorgan Fundamental Data Science Large Value+23.7%

2AMJBAlerian MLP ETN+22.1%

3SCDSJPMorgan Fundamental Data Science Small Core+21.9%

4JVALJPMorgan U.S. Value Factor+20.8%

5JPSVJPMorgan Active Small Cap Value+20.3%

6JQUAJPMorgan U.S. Quality Factor+20.2%

7JAVAJPMorgan Active Value+17.1%

8BBMCJPMorgan BetaBuilders U.S. Mid Cap Equity+17.0%

J.P. Morgan ETFs · year-to-date returns · as of Nov 4, 2026

J.P. Morgan’s Worst ETFs

YTD

−11.4%JCHI, JPMorgan Active China Active China

1JCHIJPMorgan Active China Active China−11.4%

2BBLBJPMorgan BetaBuilders U.S. Treasury Bond 20+ Year−3.4%

3JGROJPMorgan Active Growth−2.4%

4BBCBJPMorgan BetaBuilders USD Investment Grade Corporate Bond−1.0%

5BBIBJPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year−1.0%

6JPIBJPMorgan International Bond Opportunities−0.8%

7BBAGJPMorgan BetaBuilders U.S. Aggregate Bond−0.7%

8JBNDJPMorgan Active Bond−0.6%

J.P. Morgan ETFs · year-to-date returns · as of Nov 4, 2026

J.P. Morgan’s ETF Returns

YTD

57–14up · down this year
of 71 funds that traded Jan 1

Funds per 5-point band of YTD return (%). 9 are 2026 launches.

Typical+7.5%

BestLVDS +23.7%

WorstJCHI −11.4%

J.P. Morgan ETFs · year-to-date returns · as of Nov 4, 2026

Top 12 J.P. Morgan ETFs

JQUA+21.5%

BBCA+21.3%

BBJP+14.7%

JIRE+12.7%

BBUS+11.1%

JEPI+9.8%

JEPQ+8.6%

JPST+3.5%

JPIE+3.0%

JCPB+0.3%

JBND0.0%

JGRO−5.9%

Best first · dashed line = J.P. Morgan typical +9.8%

J.P. Morgan ETFs · past-year returns · as of Nov 4, 2026

J.P. Morgan’s Money Made

$17.1Bmade by the 12 largest · 66% of $25.7B

J.P. Morgan ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

J.P. Morgan’s Best and Worst ETFs

Best 5 of 70

LVDSJPMorgan Fundamental Data Science Large Value+27.9%

AMJBAlerian MLP ETN+26.4%

JIVEJPMorgan International Value+25.2%

JPSVJPMorgan Active Small Cap Value+24.7%

JVALJPMorgan U.S. Value Factor+23.8%

Worst 5 of 70

JCHIJPMorgan Active China Active China−14.4%

JGROJPMorgan Active Growth−5.9%

BBLBJPMorgan BetaBuilders U.S. Treasury Bond 20+ Year−5.6%

JTEKJPMorgan U.S. Tech Leaders−4.3%

BBIBJPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year−0.4%

End-of-day Nov 4, 2026 · funds with a full year

J.P. Morgan’s Record by Bucket

Bonds & cash15 of 20

Income6 of 6

International14 of 14

US stocks16 of 17

Sectors2 of 3

Buffered2 of 2

Unsorted5 of 5

Low-cost core1 of 1

Leveraged1 of 1

Thematic0 of 1

J.P. Morgan ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

J.P. Morgan’s Losing ETFs

8funds lost money5 bond funds · 1 thematic fund · 1 US stock fund · 1 sector fund

FundCategoryPast year1Y ▲Assets

JCHIJPMorgan Active China Active ChinaThematic−14.4%$14.6M

JGROJPMorgan Active GrowthUS stocks−5.9%$9.4B

BBLBJPMorgan BetaBuilders U.S. Treasury Bond 20+ YearBonds & cash−5.6%$35.7M

JTEKJPMorgan U.S. Tech LeadersSectors−4.3%$4.2B

BBIBJPMorgan BetaBuilders U.S. Treasury Bond 3-10 YearBonds & cash−0.4%$76.3M

BBAGJPMorgan BetaBuilders U.S. Aggregate BondBonds & cash−0.4%$863M

JPIBJPMorgan International Bond OpportunitiesBonds & cash−0.3%$2.3B

J.P. Morgan ETFs · past-year returns · as of Nov 4, 2026 · worst first

J.P. Morgan’s Newest ETFs

10funds not in the record yet

First 1Y onFunds

Jan 1, 1998JTNY

Feb 28, 2004LGDS

Dec 23, 2017JCAL

Mar 31, 2023JPRF

Dec 10, 2026JMMF

Jan 27, 2027JIDE

Mar 18, 2027ROCQ ROCY

A fund joins Win % and typical return once it has a full year of prices.

J.P. Morgan ETFs · launched in the past year · as of Nov 4, 2026

JMJ.P. Morgan

Record

J.P. Morgan