JPMorgan Mutual Funds


JP Morgan mutual funds allow investors to diversify their portfolios while tapping professional management. Furthermore, their trade commission is $0, an unparalleled offering in the brokerage industry.

Customers can use a free ETF and stock screener on both the mobile app and website to screen ETFs and stocks for potential investments, saving their screen for later use or creating watchlists from them.


JPMorgan offers its investors several means of diversification. Investors may select from mutual funds, exchange-traded funds, and individual stocks; portfolio strategies, including asset allocation funds or target retirement date funds, may also help. All are designed with growth while simultaneously mitigating risk.

JP Morgan offers solid stock research capabilities, although some rivals offer more options. New investors can start investing with no minimum account balance requirement. The company competes well against app-based brokers like Weibull and Robinhood with its low fee structure for mutual fund purchases.

JPMorgan has an expansive presence across international markets and managed over $1.68 trillion as of March 31, 2018, including closed-end and exchange-traded funds available via retirement plans like 401(k). JPMorgan also oversees numerous global equity portfolios, domestic fixed-income portfolios, and specialty offerings.

Investment in mutual funds can be one of the easiest and most efficient ways to diversify your portfolio. Diversifying across sectors can spread risks while increasing potential long-term returns. Diversification also can lower risk in case an industry crashes.

Diversification should be integral to your investment strategy, but it’s no guarantee. Stock markets are unpredictable, making it hard to know when specific sectors or investments may crash and recover. It would be best to keep a close eye on the need to stay aware of potential asset changes.

Before investing, investors should carefully assess a fund’s investment objectives, risks, charges, and expenses. A prospectus provides this and other details regarding it – readers should read it thoroughly before making their investment decision as performance may differ from its underlying index; there can be no assurances that investors will achieve their targeted return.


Mutual fund investing is an excellent way to diversify your portfolio, but you must understand their tax ramifications. Capital gains and losses are two key elements determining tax liability; correctly positioning your portfolio can minimize losses while increasing earnings. Furthermore, ensure your advisor regularly discusses capital gain distributions that coincide with your circumstances.

JPMorgan offers multiple accounts to meet individual and joint investor needs, including personal brokerage accounts, traditional and Roth IRAs, and an all-inclusive management fee of just 0.35% for its robo-advisor service. Selecting this firm with low fee structures to maximize investment potential.

JPMorgan offers traditional mutual funds and ETFs; its actively managed funds have consistently outperformed its competition. JPMorgan ranks among the top 10 ETF issuers in the US; its offerings span global equity, international fixed income, and specialty portfolio strategies.

ETF offerings from this company stand out for their superior tax efficiency. Unlike traditional open-end mutual funds, ETFs are taxed only once each year and held within an IRA account; you’re only responsible for any gains in the value of assets held within it – making these ETFs ideal for investors investing in retirement plans.


JPMorgan’s money market funds are an attractive option for investors seeking to diversify their holdings. Starting January 14, 2013, its Prime Money Market Fund and Liquid Assets Money Market Fund will calculate and publish their NAV per share with four decimal points and disclose them with 60-day delays to the SEC filings.

JPMorgan Self-Directed Investing stands out among other app-based brokers by enabling customers to purchase mutual funds, individual stocks, and exchange-traded funds (ETFs). It also offers a slightly higher cost automated investing robo-advisor service than many rivals.

JPMorgan funds offer investors a range of strategies, from sector and balanced funds to growth-oriented and international funds. As both open-end and closed-end options, investors can select their investment type based on risk tolerance and goals. Experienced professionals manage JPMorgan funds, while portfolios are diversified to reduce risks.

JPMorgan offers three money market funds that provide low-risk/return profiles backed by its strong balance sheet: JPMorgan Prime Money Market Fund and Liquid Assets Money Market Fund are two examples; their Current Yield Money Market Fund boasts an attractive yield while maintaining principal value stability.

A mutual fund’s Net Asset Value (NAV) is defined as its market value minus liabilities divided by outstanding shares. NAV is a critical measure of its performance, helping investors assess whether a fund is over or undervalued and gauge management quality.

JPMorgan India Equity Fund seeks long-term capital appreciation by investing in a diversified portfolio of predominantly Indian equity securities and related instruments listed on stock exchanges, including small and large-cap stocks. To date, its three-year annualized return stands at 13.5%.


JPMorgan Self-Directed Investing provides no account minimum, making it an attractive option for beginner investors. However, the brokerage firm charges an annual advisory fee on your account’s assets that do not cover ETF-related costs and expenses.

JPMorgan offers an array of mutual funds with no transaction fees, such as target date funds designed to help reach retirement goals, U.S. and international equity funds, taxable fixed income funds, and specialty portfolios such as global energy or Hedged Equity Funds. JPMorgan Self-Directed IRA customers also access proprietary research from J.P. Morgan Asset Management and Morningstar, CFRA reports, and Benzinga and Midnight Trader news feeds.

JPMorgan Self-Directed offers no commissions for stock and ETF trading while providing an all-inclusive 0.35% annual management fee to manage investments for you. However, unlike its competitors, JPMorgan does not offer free margin trading or options trading services.

The brokerage stands out among its peers due to several unique features that set it apart, such as low costs of purchasing and selling mutual funds, no account minimum requirements, and an app-based platform with intuitive use. Furthermore, one of their unique benefits includes no mutual fund transaction fees, which should appeal to new investors.

Another advantage of this brokerage is its customer support team. Available via phone, email, and live chat to answer inquiries quickly, their staff also works closely with customers individually to meet any unique requirements.

As well as offering an array of investment products and services, this company provides an online research library containing articles, videos, and podcasts about market trends. Their website features regularly updated content on topics ranging from the global economy and political events to the most up-to-date financial headlines; additionally, interactive tools help visitors determine their investment strategies.