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.
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.
JPMorgan Income ETF JPIE Daniel Sotiroff: ETFs have a big advantage over mutual funds: They're more tax efficient.
![]() JPIE In 1 week Estimated | Monthly | $0.21 Per Share |
![]() JPIE 3 weeks ago Paid | Monthly | $0.21 Per Share |
![]() JPIE 1 month ago Paid | Monthly | $0.2 Per Share |
![]() JPIE 2 months ago Paid | Monthly | $0.23 Per Share |
![]() JPIE 3 months ago Paid | Monthly | $0.21 Per Share |
![]() JPIE 4 months ago Paid | Monthly | $0.22 Per Share |
![]() JPIE In 1 week Estimated | Monthly | $0.21 Per Share |
![]() JPIE 3 weeks ago Paid | Monthly | $0.21 Per Share |
![]() JPIE 1 month ago Paid | Monthly | $0.2 Per Share |
![]() JPIE 2 months ago Paid | Monthly | $0.23 Per Share |
![]() JPIE 3 months ago Paid | Monthly | $0.21 Per Share |
![]() JPIE 4 months ago Paid | Monthly | $0.22 Per Share |
ARCA Exchange | US Country |
The fund, managed by J.P. Morgan Investment Management Inc. (JPMIM), aims to deliver its objective by tactically investing across various debt markets and sectors. The fund's strategy is centered on identifying and investing in opportunities believed to possess a high potential for income while exhibiting low correlation with each other to effectively manage risk. Emphasizing flexibility, the fund is authorized to invest in an extensive array of debt securities and instruments, disregarding maturity limitations. This approach underlines the fund's commitment to adapting to market changes and capitalizing on income-generating opportunities across the debt landscape.
This core service includes the selection and management of investments in various debt securities, which may range from government bonds to corporate debt. The goal is to identify those with the potential for high income.
Embracing a flexible investment strategy allows the fund to opportunistically enter different debt markets and sectors when they are judged to have a high income potential. This strategy is pivotal in striving to capitalize on market inefficiencies and timing investments to optimize returns.
Through investing in sectors with low correlations to each other, the fund aims to manage and mitigate risk effectively. This diversification strategy is essential for maintaining portfolio stability and protecting against market volatility.