Jpmorgan E Plus Fund Quote
| JCPUX Fund | USD 7.22 0.03 0.42% |
PerformanceOK
| Odds Of DistressLow
|
Jpmorgan Core is trading at 7.22 as of the 21st of July 2025; that is 0.42% up since the beginning of the trading day. The fund's open price was 7.19. Jpmorgan Core has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund will invest at least 80 percent of its assets in bonds. Under normal conditions, at least 70 percent of its total assets must be invested in securities that, at the time of purchase, are rated investment grade. The funds investments in below investment grade securities or the unrated equivalent including below investment grade foreign securities will not, under normal circumstances, exceed more than 30 percent of the funds total assets. More on Jpmorgan E Plus
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, JPMorgan, Large, Intermediate Core-Plus Bond (View all Sectors) |
| Update Date | 30th of June 2025 |
Jpmorgan E Plus [JCPUX] is traded in USA and was established 21st of July 2025. Jpmorgan Core is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of JPMorgan family. This fund currently has accumulated 13.86 B in assets under management (AUM) with no minimum investment requirementsJpmorgan E Plus is currently producing year-to-date (YTD) return of 3.38% with the current yeild of 0.05%, while the total return for the last 3 years was 3.11%.
Check Jpmorgan Core Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan E Plus Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan E Plus Mutual Fund Constituents
Jpmorgan Core Top Holders
| JPBRX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date 2035 | |
| JSMZX | Jpmorgan Smartretirement 2030 | Mutual Fund | Target-Date 2030 | |
| JSACX | Jpmorgan Smartretirement 2045 | Mutual Fund | Target-Date 2045 | |
| JTBBX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date 2055 | |
| JNSIX | Jpmorgan Smartretirement 2025 | Mutual Fund | Target-Date 2025 | |
| JTSSX | Jpmorgan Smartretirement 2050 | Mutual Fund | Target-Date 2050 | |
| SRJCX | Jpmorgan Smartretirement 2035 | Mutual Fund | Target-Date 2035 | |
| JNTEX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date 2040 |
Jpmorgan E Plus Risk Profiles
| Mean Deviation | 0.236 | |||
| Semi Deviation | 0.227 | |||
| Standard Deviation | 0.2918 | |||
| Variance | 0.0851 |
Jpmorgan Core Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Core financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Core security.
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |