Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
JPMorgan Income ETF(JPIE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for JPIE
10/01/2026: JPIE (3-star) is currently NOT-A-BUY. Pass it for now.
JPMorgan Income ETF (JPIE) is an actively managed fund designed to provide stable income by holding a diversified, high-quality global bond portfolio. Its primary strength lies in professional active management, which aims to navigate interest rate cycles more effectively than passive alternatives. It serves as a reliable core fixed-income component for conservative and income-focused investors. Key risks include sensitivity to interest rate changes and potential credit spread widening during economic downturns. Overall, it is a suitable choice for those prioritizing steady income and capital preservation over aggressive growth.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is designed for income stability rather than significant capital appreciation. |
| Momentum investor | Weak fit | Fixed-income funds typically lack the high-volatility price trends favored by momentum strategies. |
| Value investor | Mixed fit | Value investors may appreciate the income yield, though it is not a traditional equity-value play. |
| Dividend/Income investor | Strong fit | The fund is specifically structured to provide regular, stable income distributions to shareholders. |
| Low-risk investor | Strong fit | The focus on high-quality bonds and active risk management makes it suitable for conservative portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a conservative or income-focused individual seeking a steady income stream with reduced volatility compared to equities.
Suitability
JPIE is best suited for long-term investors looking to build a stable core fixed-income allocation within their portfolios.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The fund holds high-quality debt intended to remain stable throughout market cycles. |
| Market risk | Medium | Bond prices generally fall when interest rates rise, impacting the net asset value. |
| Concentration | Low | The fund maintains a highly diversified portfolio across various bond issuers and sectors. |
| Tracking/expense | Low | The expense ratio is competitive, and tracking error is not applicable as it is actively managed. |
| Liquidity | Low | The underlying assets are typically highly liquid, minimizing execution risk for investors. |
| Business/sector quality | Medium | Economic downturns can increase credit risks for the corporate bond portion of the portfolio. |
Risk Analysis
Volatility
JPIE exhibits relatively low historical volatility compared to equity indices and even some high-yield bond funds.
Market Risk
The primary risk is interest rate sensitivity, where rising rates lead to price declines in the underlying bonds held by the ETF.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Investment-Grade Corporate Bonds | 45 | These high-quality bonds provide the core yield and stability for the portfolio. |
| Fixed-income type | U.S. Government/Agency Securities | 30 | Government-backed securities serve as a defensive anchor to reduce overall portfolio volatility. |
| Fixed-income type | Mortgage-Backed Securities | 15 | MBS exposure adds yield enhancement and diversification compared to pure corporate debt. |
| Fixed-income type | High-Yield/Emerging Market Debt | 10 | These assets provide additional income potential but carry higher credit risk. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 10.73% | Avg. Invested days 112 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/01/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 1, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $10.89B |
| Issuer | JPMorgan |
| Expense Ratio | 0.41% |
| Distribution Yield | 5.65% |
| Inception | Oct 28, 2021 |
Performance
| Period | Total Return |
|---|---|
| YTD | +1.04% |
| 1 Year | +2.65% |
| 3 Year | +6.57% |
| 5 Year | +0.00% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 1.32% |
| 3Y Volatility | 2.53% |
| 3Y Sharpe Ratio | 0.81 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 0.02% |
| Mega Cap | 0.01% |
| Mid Cap | 0.01% |
| Small Cap | 0.00% |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 1.62% |
Top Holdings
| Holding | Weight |
|---|---|
| JPMorgan Trust I - JPMorgan Prime Money Market Fund | 2.93% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.